Dale Smothers

The Retirement Matters Show with Dale Smothers

Business EN ↓ 280 episodes

About The Retirement Matters Show with Dale SmothersThe Retirement Matters Show is your weekly guide to retiring with clarity, confidence, and purpose. Hosted by Dale Smothers, RICP® and fiduciary financial advisor and featured on Fox Business and Kiplinger- each episode delivers straightforward retirement planning strategies designed for pre-retirees and retirees who are serious about protecting and growing what they've worked a lifetime to build. Each week we cover the retirement topics that matter most: retirement income planning, Social Security strategies, tax-efficient withdrawal plannin...

Author

Dale Smothers

Episodes

Ep. 5 - Annuity Basics "Multi-Year Guarantee (MYGA)" 08.01.2020 15:50

An Overview of how MYGA's work and what type of investors will be best served by them. DISCLOSURE: R.D. Smothers Wealth Management is a state registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers...

Ep. 4 - Retirement Planning Mistakes 08.01.2020 15:29

In this show Dale discusses the importance of a written Retirement Plan and the most common mistakes made by many pre-retirees. If you have questions about your plan, call us at 270.600.PLAN DISCLOSURE: R.D. Smothers Wealth Management is a state registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or t...

Ep. 3- 5 Year End Moves To Make 20.12.2019 15:27

Dale Discusses 5 year end moves to make for investors, savers, or retirees. Retirement planning can be complicated and not all "advisers" are created equal. If you're planning for your years in retirement, be sure to check out the part of the show where Dale discusses the different types of advisors and why you should be working with an independent comprehensive financial advisor- not just a life...

Ep. 2 - "Volatility" what is it? How do we address it? 20.12.2019 15:29

Recorded in December 2019, Dale discusses what volatility is and what it can do to a retirement plan. Dale also discusses how an investor can minimize volatility in their retirement income plan. Let us help you build that plan- 270.600.PLAN DISCLOSURE: R.D. Smothers Wealth Management is a state registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an inves...

Ep. 1 - Mount Everest, THE CLIMB/THE DESCENT 20.12.2019 15:29

Retirement planning is not just about investing correctly, it's made up of many complex plans working together. In this episode, Dale discusses what your plan should address and how to plan for both the climb to retirement and how to live a life without compromise while in retirement. If you want to talk to us about how you can improve your retirement plan- call us at 270.600.PLAN DISCLOSURE: R.D....