When going into retirement, there are a myriad of risks to avoid, but today we want to focus on sequential risk. If you retire during a down market, your portfolio could suffer greatly if you have not accounted for this type of risk. Steve and Sean explain how to avoid this risk and the damage it can do if you are no prepared. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Your Healthy Retirement

Sequential Risk & Your Retirement Money

A lot of retirement planning concepts go back to fundamental ideas of investing. Buy low sell high, and investing for the long term are common discussion points on the show, but it cannot be overstated how important these concepts are to a retirement plan. Steve and Sean discuss the definition of long term investing and getting rid of emotions out of your financial decisions so you do not become a day trader. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Long Term Investing Is Essential For A Successful Retirement Plan

We talk all the time about getting a retirement plan and sticking to it, but what pillars make up a retirement plan? Steve and Sean discuss the main considerations and problem areas when creating a retirement plan for their clients on today's show. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Creating A Retirement Plan

One critical component that often gets overlooked when preparing for retirement is inflation. Many people are aware that the prices of goods and services go up over time, but don't realize how much it financially impacts them until they retire. Steve and Sean talk about what inflation is, what contributes to it, and how they address it when putting together a plan for a client. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Should Inflation Be On Our Radar?

When making important decisions in our financial life, it can be difficult to pull our emotions completely out of it because many people have strong feelings tied to their money. Steve Davis will talk to us today about making logical, financial decisions and sticking to the plan that you have established. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Why You Should Never Emotionally Invest

Do you know the differences between Roth and Traditional IRAs? Do you know which one might be better to contribute to now to give you the biggest benefit in retirement? Listen to this episode to learn the ins and outs of these investment vehicles and how making the right choice when it comes to your contributions could save you thousands of dollars in retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Understanding The Differences Between Roth and Traditional IRAs

Buzzwords are a big part of the financial landscape and for the average investor, it can be difficult to navigate this language and understand what is really being said. Steve and Sean break down some commonly used terms in the financial world, discuss what they mean, and why they are important in regards to your retirement portfolio. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Fundamentals Of Investing

There's no doubt that the market has been volatile lately and may continue to be unsteady as the market starts to factor in the effect the pandemic has had on small to mid size businesses. One way to help protect your portfolio is by making sure you are diversified. Steve and Sean define what exactly diversification is and how you may be able to use it to your advantage. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Why Diversification Is Important In Volatile Times

With so much uncertainty this year and more still to come, the market is going to experience a lot of volatility. Steve and Sean guide you through navigating the highs and lows of the market, and how to protect your money as you head towards retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Market Volatility

Life insurance can often be overlooked when you are putting together a retirement plan. That's why Steve and Sean are here to explain some of the lesser known life insurance benefits. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Life Insurance

To wrap up our early retirement series, we focus on taxes and retirement income today. Steve and Sean talk about some tax planning you should consider doing right now and the different ways you can receive income to fund your retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Retiring Early Part 4 - Taxes & Retirement Income

It's easy to make emotional decisions with our money as we have stated many times on the show before. Advertising companies have developed really effective techniques to try and get you to spend your money emotionally on what they have to offer. Steve talks to us today on how to take control of what you spend in order to live the lifestyle that you want in retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Retiring Early, Part 3 - Taking Control Of Your Expenses

This is the second installment on our early retirement series. Most people do not like the idea of living on a budget. That word makes them feel restricted, but it is important to know what you are spending every month even if you do not have strict spending rules. On today's episode, Steve and Sean discuss why making an expense sheet and keeping track of your spending habits is imperative to being able to retire early. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Retiring Early, Part 2 - Spending Habits

COVID-19 has caused many workers to be laid-off and forced into early retirement. We've also seen people that want to retire early by choice because of how drastically their work environment has shifted over the past few months. This is our first installment of a 5 part series on early retirement. Today, Steve and Sean talk about planning and preparing a plan so that early retirement is possible. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Retiring Early, Part 1

There's quite a few places to slip up when applying for and choosing Medicare plans. Not to mention that the consequences for some of those errors can affect you for the rest of your life. Deb Cmar joins us this week to fill you in on the critical details you need to know about Medicare. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Medicare With Deb Cmar

Financial and retirement planning guidance from Steve Davis of Davis Wealth Management. On each episode, Steve will guide you through some important financial concepts and give you lots of important things to think about when it comes to your retirement future.

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Your Healthy Retirement

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