137 episodes
Path To Wealth & Wisdom Steve Davis
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- Business
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4.0 • 3 Ratings
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Steve Davis and Sean Tole walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
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Roth IRA Basics
The Roth IRA could be a great tool to use in your retirement plan to help you with tax diversification. Sean will be talking about what the Roth is and why this may be something you should consider for your own plan.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
Required Minimum Distribution Changes
Required Minimum Distributions (RMDs) have undergone some changes in the past few years. Sean will discuss what an RMD is and what the new rules are on today's show.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
Should You Hire A Fiduciary To Plan Your Retirement?
The financial landscape is full of terms and this can lead to a lot of confusion when someone is looking for a financial advisor to work with. Sean will be discussing what a fiduciary is and why you may want to work with an advisor that has this title.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
Avoiding Market Timing Risk
Market timing risk is something that we should be aware of when planning for retirement, but many plans fail to consider this risk. Sean will be talking about what market timing risk is and how it can negatively impact you if not planned for properly.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
Should You Include Life Insurance In Your Retirement Plan?
Life insurance is typically a tool used to replace income, so that the family will still be able to pay their bills in the event of a tragedy. But could you use this tool in your retirement plan as well? Sean will discuss why some people consider life insurance as a way to pass down wealth and some of the advantages when doing this.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
What’s A Fiduciary?
There are different levels of care that financial advisors can provide to their clients. Sean will be discussing what a fiduciary is on today's show and why people may want to go with this level of care when looking for an advisor.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com