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Your Healthy Retirement

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Sequential & Liquidity Risk

2/13/2020
Are you familiar with sequential and liquidity risk? Many people are not familiar with these terms, but these risks can heavily impact your financial plan. Steve Davis will explain what each of these terms mean and strategies that could potentially minimize the impact of these risks in your portfolio. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:11:07

Risk Tolerance

2/6/2020
Risk tolerance is something that should be incorporated into any sound financial plan. This will help you sustain the volatility in the market, or it may even put you investments that have nothing to do with the market. Steve Davis explains how crucial it is to get your risk tolerance figured out and why long term investing is the best way to go. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:13:46

End Of Life Preparation

1/30/2020
Death is never an easy topic to talk about, especially when it involves your parents, but it is a pertinent conversation you need to have with them in order to get everything in place. Steve Davis will guide us through the steps he recommends to take before they pass away and also the first few things to consider after they pass away. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:15:13

Children And Money

1/23/2020
Parenting is one of the most important jobs that you will ever do. Not only are you responsible for instilling values and morals in your children, but you also have to teach them how to survive in the real world. But how do you go about introducing money to them when they are younger? On today's show we will be discussing how you might be able to teach them this vital concept early on. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail:...

Duration:00:13:14

The SECURE Act Passed - Now What?

1/16/2020
After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Steve Davis will hit the main points of this new bill and how it will change retirement planning. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:15:54

Financial Procrastination

1/9/2020
There is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Today's show covers how to try and avoid procrastination in our finances and how we may be able to get a jump start on saving for retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:09:42

Emotional Investing

12/19/2019
Emotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Steve Davis will discuss why we should try to avoid emotional investing and why we should keep the course of a plan. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:13:29

Structuring A Retirement Plan

12/12/2019
It is crucial to know what you want out of retirement in order to put together a plan that will work. Steve Davis will discuss what factors that may considered when structuring a retirement plan and why it is important to have a solid plan in place. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:12:22

Traditional IRA Vs Roth IRA

12/5/2019
IRAs can be a helpful investment for your retirement plan, but what are the ins and outs of them? Today Steve Davis will explain the differences between a traditional and Roth IRA. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:17:46

Investment Vehicles

11/26/2019
It is important to have an income plan mapped out for your retirement. This plan should fill any gaps that may be present, but what how do we achieve this? Steve Davis will discuss how you might be able to attain this with the use of various investment vehicles. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:15:31

Millennials & Money

11/21/2019
It's no secret that the earlier you plan for retirement, the better off you will be. Today we talk about millennials and the factors they will need to consider when planning for retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:12:27

Medicare & Medicaid

11/14/2019
There is a lot of confusion surrounding Medicare and Medicaid. Steve Davis will help clear up any confusion and break down how these two programs work and what to look out for in each one. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:22:29

Choosing A Fiduciary

11/7/2019
Many people choose to plan their retirement with a financial advisor. Today's show breaks down why you want to choose a fiduciary financial advisor and the benefits of working with this type of advisor. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:10:44

Long Term Investing

10/31/2019
The stock market is a constant cycle of ups and downs. It is important to be aware of this and be disciplined enough to stay during the worst downturns if you are a long term investor. Today's show focuses on the importance of long term investing and the possible benefits you can reap if you can stomach the market. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:16:28

Savings Vs. Paying Debt

10/24/2019
It can be difficult to find the correct balance between storing money in your savings and paying down any debt that you may have. Steve Davis offers a few suggestions that might help you to be able to strategically place money into both of these accounts while living within your means. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:12:17

Sequential Risk

10/17/2019
The stock market is as volatile as ever lately. Let's hear from Steve Davis about what sequential risk is, and how that volatility can impact it. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:17:47

Women And Investing

10/10/2019
Studies have shown that on average, women have longer lives than men. This aspect alone causes the need for a much different retirement plan. Steve discusses a few strategies women could implement in their plan for an income stream that is sustainable through many years of retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:12:30

Inflation Vs. Risk

10/3/2019
Inflation and risk are two terms that are brought up frequently in the financial world, but do you understand why they are so important to take into consideration when building your portfolio? Let's break these two terms down today, so you understand how they may be affecting you. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:21:01

Annuities

9/26/2019
There's a lot of information and difference of opinion out there about annuities. Steve Davis helps break it all down, so that you can figure out if an annuity is a good fit for your retirement plan or not. Visit Steve Davis's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: Steve@daviswealthmgmt.com

Duration:00:22:36

Life Insurance Awareness Month

9/19/2019
After checking in about the latest going-ons in the economy and the stock market, we'll turn our attention to the fact that September is Life Insurance Awareness Month. Let's make sure that you have all the information you need about the ins and outs of life insurance.

Duration:00:16:38