In this episode of the retirement matters show, Dale talks about the importance of setting down with an INCOME advisor and what it means to have a strategic plan built for your retirement journey.
One of the largest key pieces to a true retirement income plan is Social Security and there will come a time where you will need to begin (if not already) working with an income specialist that talks with you about Social Security and how it will affect your overall plan. Knowing when and how to take Social Security is one of the most important choices you will face when retiring. You don't have to do this alone! Our team is here to help you build the plan that meets your dreams and your goals in order for you to live an optimal retirement.
A worry free retirement is something everyone can achieve. We want to show you how!
If you have questions or looking for guidance give our team a call at 270-600-PLAN!
Join our Newsletter here!
Visit our Website here!
RDS Wealth Instagram here!
RDS Wealth Facebook here!
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.
