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

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

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