On this episdoe of the Retirement Matters Podcast, Dale talks with you about the baseline plan of record! We did a show recently where we reference the baseline plan of record and today he brings this to you in detail. He goes through what it takes to build a true baseline plan of record for all five areas that you will face in retirement including: investment planning, tax planning, healthcare planning and legacy planning. This is a power packed show and if you have not heard about a baseline plan of record and you're not working with an advisor who has built a baseline plan of record for you AND you're over the age of 59 1/2 you need to give our team a call! 270-600-PLAN.
Tip: It's not about how much money you make, it's about how much money you keep!
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.
