On this episode of the Retirement Matters Podcast, Dale explains how important a MAP can be during retirement by using parallels to a story based around Disney World! During the retirement income phase, it will be difficult to live an optimal retirment and know exactly where you'll end up while being free of worry without a MAP! There are a lot of decisions to make during this phase and any wrong turn can be detrimental to your entire plan. RDS Wealth is here to help build YOUR map and unfold it right in front of you- that's who we are. We're here to build the roadmap you need for the five key worlds of retirement- those being investment planning, tax planning, income planning, healthcare planning and legacy planning! Don't go through retirement without a map- let us help you! 270-600-PLAN.
If you have questions or looking for guidance give our team a call at 270-600-PLAN!
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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.
