(603) 715-2335

Account Access Connect with an Advisor

Davis Wealth Management Davis Wealth Management

  • Retirement Planning Services
    • All Services
    • Estate Planning
    • Income Planning
    • Insurance Planning
    • Investment Planning
    • Money Management
    • Social Security Maximization
    • Tax Planning
  • About Us
    • About Us
    • Our Process
  • Resources
  • Events
  • Contact Us
  • Podcasts

Pre-Retirement Planning: Are You Really Ready?

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.


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.

Subscribe on your favorite apps!

Apple Podcasts

Google Podcasts

Spotify

Stitcher

TuneIn

Amazon Music


Share this article:
Recent Video
  • Your 401(k) is NOT a Retirement Plan
  • Retiring in 2025? 5 Money Moves to Make Before You Retire
  • The One Money Move that Could Add Years to Your Nest Egg
Recent In the Media
  • WMUR – Expert says dealing with inflation requires discipline
  • WMUR – Consumers likely to continue to pay more
  • Understanding ‘The Great Resignation’
Recent Podcasts
  • Life Insurance in Retirement
  • Your Retirement Emergency Fund
  • Understanding Sequence of Returns Risk
Recent Blogs
  • 6 Ways to Maximize Your Roth IRA
  • How Big Should Your Emergency Fund Be in Retirement?
  • Top Questions to Ask Your Financial Advisor

Stop worrying about whether you’ll outlive your money and make a plan. Schedule a discovery call today.

You’ve worked hard to get where you are. But you know that there’s more to do. We can help. We’ll partner with you to develop solutions for your financial life that can help you fulfill your dreams.​

Schedule Time WITH AN ADVISOR

Davis Wealth Management
10 Fayette Street
Concord, NH 03301

Office: (603) 715-2335
Toll-Free: (888) 333-3818
Fax: (603) 715-2439

Series 65, Insurance Licensed
info@daviswealthmgmt.com 


Check the background of your financial professional on Securities and Exchange Commission.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Davis Wealth Management, LLC are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

As an investment adviser representative, I am a “fiduciary” to my advisory clients’ investment. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Davis Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management.

©2025 All rights Reserved. | Privacy Policy