In this episode of The Retirement Matters Podcast with Dale Smothers, Dale uses a golfing analogy to help you understand why it's necessary to use different investment strategies as you progress along your retirement journey.
Just as it's necessary to switch from a driver to a putter once you have landed your ball on the green, it is equally as important for you to be using a different mindset and an entirely different set of investment tools as you get closer to your retirement date.
Everyone desires a successful retirement, but until you realize where you are along your unique journey, it will be difficult for you to plan properly for the next steps, you should be taking.
A worry free retirement is something everyone can achieve. We want to show you how.
Tip: It's not about how much money you make, it's about how much money you keep!
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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.
