Path To Wealth & Wisdom

For many people, social security makes up a large portion of their retirement income. It can be overwhelming to know when you should take it because of all the possible strategies you could utilize. On this epiosde, Sean will discuss different social security strategies and why you may want to turn to a professional before making this big decision.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Retirement is a big change for many individuals and you want to make sure you have a plan for this transition. If you go into retirement without a set plan, you may make a lot of mistakes that could have been avoided. Sean will discuss what he looks at when putting together a retirement plan and the importance of planning ahead of time.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Market timing can be a dangerous game to play. When we make investment decisions based off our emotions, the result is almost never good. We will be discussing why you shouldn't market time and the potential loss you can experience when doing this.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Taxes can have a huge impact on your overall retirement, whether you plan for them, or not. The sooner you plan, the better off your retirement will be. Sean discusses some strategies you may want to consider and why this is such an important subject to discuss.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Staying calm when the market is volatile can be difficult to manage. Many times, people will want to make an emotional decision with their money and it's often a bad choice for their retirement plan. Sean will discuss how constructing a well thought out portfolio can help you keep your cool during these market downturns.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

There is a lot of information about annuities out there. It can be difficult to know what is true about them when there are so many different opinions on them. Sean will be discussing some annuity basics and why you may use one in your plan.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? Sean will discuss the questions you should ask your financial advisor and the different areas a comprehensive retirement plan should focus on.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Taxes can be a huge potential pain point for your retirement. It's better to start proactively putting together a tax strategy now rather than push it off to the future. Sean will discuss the 3 types of taxation when it comes to retirement accounts and why you should have tax diversification in your plan.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

It's crucial to start preparing for retirement as early as you can. On today's show, Sean will discuss 4 pre-retirement tips to get you on track to building a solid retirement plan.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

When putting together a retirement plan, you want to be sure the final product is comprehensive and forward thinking. Steve and Sean will discuss what makes up the framework of a smart retirement plan is on today's show.
 
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com