On this episode of the Retirement Matters Podcast, Dale brings to you a recent radio show he did from a few weeks back where he discussed 2 main things you need to be looking at in your retirement journey, especially as you get closer to the date of retirement! Dale talks often about the growth and income phase - and how working with the wrong person or the wrong firm during the 'income' phase can jeopardize your chance at living a life of 'significance'. The beginning of this episode is about living a life of significance and how you can make that happen a little more easily while the end of the show, Dale brings to you, two specific ways you can manage your current portfolio that will allow you a higher chance of living that life of significance. We want you to be retiring without worry! At RDS Wealth, our entire goal is to build a plan that brings you the freedom and flexibility, the time and desire to get out and spend all of your money on and with the people you care about. We want to help you build a life of significance!
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Always remember to Save Money, Plan Well and Live Happy in retirement.
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.
