Episodes

  • Understanding Sequence of Returns Risk
    Nov 7 2024

    In this episode, we're talking about the impact of sequence risk on retirement savings. Sean will explain how the timing of market gains and losses can affect the longevity of your portfolio, especially during the critical years before and after retirement. Then, he shares some strategies for managing this risk.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    18 mins
  • Pre-Retirement Planning: Are You Really Ready?
    Oct 31 2024

    More and more people are wanting to retire younger. But before you pull the trigger, it's important that you have a plan in place! In today's episode, we're talking about all things pre-retirement planning. From the big questions- like whether you’re really ready for the cost of health insurance and how much Social Security will actually cover- to the smaller stuff (like how often you’ll want to go out to dinner), Sean and Peter cover it all. They also dig into some crucial topics like long-term care, taxes, and how things like HSAs and Roth accounts can help keep your finances on track.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    16 mins
  • Facing Longevity: How to Prepare for a Longer Retirement
    Oct 24 2024

    While most of us desire a long life, the financial challenges that come with it can be overwhelming. With lifespans extending and factors like market volatility, inflation, and increasing healthcare costs looming over our retirement savings, it's important to be prepared. Today, we’ll share key insights on how to effectively plan for a longer retirement.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    19 mins
  • Planning For Retirement While You're Middle Aged
    Oct 17 2024

    Planning for retirement when you're middle aged can present its' own set of potential pitfalls. You're now in a position where you're much closer to retirement and can't afford to make too many mistakes. Sean will discuss some ways you may be able to maximize your savings and why you need to be more cautious in this stage.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    20 mins
  • Medicare 2024 With Deb Cmar
    Oct 10 2024

    Open enrollment for Medicare is right around the corner, so we invite Deb Cmar on this epiosde. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics and important considerations you should keep in mind when choosing a plan.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    19 mins
  • Proactive Fall 2024
    Oct 3 2024

    When going into retirement, you want to be proactive as opposed to reactive. Sean will talk about different ways you can get ahead of potential retirement issues, so you can be proactive in your planning.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    19 mins
  • Financial Literacy
    Sep 26 2024

    Financial literacy is important to have in order for you to make informed decisions when it comes to your money. Sean will be discussing some basic investment vehicles and the pros and cons to each of them.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    20 mins
  • Retirement Together
    Jun 27 2024

    Many couples wonder if it is the right decision for them to retire at the same time. Sean will discuss this question today and give some reasons on why this may, or may not work depending on each individual situation.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    17 mins