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

Losing a parent is emotionally devastating, and navigating the financial aftermath can add even more stress. In this episode, Sean and Peter discuss the critical steps families must take after a parent's passing. From probate and trusts to inheritance planning and estate taxes, they explore how proper preparation can ease the burden during an already difficult time.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com

This week, Sean and Peter discuss the future of Social Security and what retirees need to know. From market volatility to legislative gridlock, they explore how current economic conditions and political decisions impact retirement planning. Whether you're close to retiring or just starting to think about it, this conversation sheds light on timing your Social Security benefits, managing risk, and preparing for the long haul.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com

Many would consider $1.5 million enough to retire on in 2025. But is it really enough? A new study shows how long Social Security and a $1.5 million nest egg would last in 50 states... let's see where New Hampshire falls on the list.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com

In this episode, Sean explores why Roth accounts may be one of the most powerful tools in retirement planning today. He explains the pros and cons of Roth conversions, how RMDs work, and why legislative risk is something to watch. You’ll also learn why paying taxes now could save you- and your heirs- later.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com

Despite economic uncertainty, there are reasons to be optimistic about retirement savings. In this episode, Sean Tole of Davis Wealth Management and Peter St. James discuss encouraging trends, including a 40% increase in retirement savings over the past decade.

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

Phone number: (603) 715-2335

E-mail: sean@daviswealthmgmt.com