In this episode of The Retirement Matters Podcast, Dale talks about the impatience of using the right advisor once you've reached your destination of retirement. To Illustrate his point, he provides a personal story about bowling with his children. As he always does, he provides imagery and parallels throughout his story as to help you relate his tips to your own personal retirement journey! Just as bumper guards are used to help children keep their ball rolling down the middle of the lane, the correct advisor can keep your retirement away from the proverbial "gutter" of retirement.
Gutter balls during retirement can be detrimental to your entire plan- work with someone that provides you safety, work with someone who provides you peace of mind, work with someone who provides you with gutter guards!
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Always remember to Save Money, Plan Well and Live Happy in Retirement.
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 Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
