On this episode of The Retirement Matters Podcast, we bring to you the definition of holistic planning. Our goal with this episode is to show you exactly what it means to have a comprehensive plan as opposed to just a portfolio of stocks, bonds and mutual funds. A lot of people are working with advisers along their retirement journey who are really good at picking the stocks or maybe they're not that good and they're just handing it off to someone else who is! At the end of the day, you've got to make sure that Advisor is well equipped to build the ENTIRE plan and not just the investment plan- which is one of the FIVE planning pieces you need to be implementing in this phase of your life.
A worry free retirement is something everyone can achieve. We want to show you how!
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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.
