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

Your Healthy Retirement

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

Last week we covered the basics of IRA rollovers, what they are, who may benefit from them. On this podcast, Steve and Sean dive into more technical details of this investment and how the SECURE Act has changed a few things in this landscape. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

IRA Rollovers, Part 2

It's not uncommon to have worked for multiple companies by the time you start approaching retirement, however, many people don't know what to do with whatever employer-sponsored plan that they had at these previous jobs. Steve and Sean talk about why you should consider a rollover as well as a examples of how this can potentially benefit you. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

IRA Rollovers

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Financial Issues That Are Particularly Challenging For Women

We have all heard the saying "don't put all your eggs in one basket." This saying holds true with retirement planning as well. Steve Davis will discuss how a proper retirement portfolio utilizes diversification and why including this in your plan is crucial. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Diversification In A Retirement Portfolio

Life insurance is an aspect of retirement planning you need to take into consideration at a younger age, which can seem counterintuitive. But it can be a critical aspect to a retirement plan and needs some careful deliberation to see what plan can fit you. Steve and Sean will discuss how life insurance can be used and why it is something that should not be overlooked. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

We have to accept that the United States is currently in a lot of debt and it may shoot up even further if another stimulus bill gets passed. Right now, we are in a historic low tax environment, but it may not stay that way for long because of our increasing debt as a nation. Steve and Sean talk about some tax-efficient planning that may help you avoid paying a huge tax bill in the future. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Making Smart Tax Moves Now

Over the years the term "financial advisor" has taken different meanings and it can be difficult to know who to trust. Luckily, a fiduciary must look out for the best interest of their clients. Steve and Sean will give us some guidelines on how to choose a fiduciary and address some of the misconceptions around this topic. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com 

Choosing A Fiduciary

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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