Join us as Sean breaks down everything you need to know about Roth IRAs and how they can help you maximize your retirement savings. You’ll learn the differences between traditional and Roth IRAs, the tax advantages of Roth accounts, and important rules around Roth conversions and inherited accounts. Sean also explains the impact of required minimum distributions, income limits, and why Roth IRAs are becoming increasingly popular in today’s unpredictable financial landscape.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com

In this episode, Sean and Peter dive into the challenges of market volatility and the emotional rollercoaster investors face in today’s unpredictable financial world. From understanding risk profiles and creating strategic portfolios to navigating retirement planning and preserving wealth during market swings, Sean shares practical advice on how to stay disciplined, avoid knee-jerk reactions, and protect your nest egg. He also explores tools like annuities for principal-protected growth and the importance of long-term planning amid uncertain economic conditions.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com

This episode, Sean and Peter dive into the importance of working with a fiduciary financial advisor- professionals legally obligated to put your interests first. Along the way, they touch on the challenges younger generations face with saving and homeownership, and how understanding compounding interest can transform your financial future. Learn how fiduciaries operate, the different fee structures to expect, and why having an advisor who truly prioritizes your goals can make all the difference in planning for retirement.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com