In this episode of the Retirement Matters podcast, we explore the current trade war and the reasoning behind the tariffs being imposed, offering insights from an American-first perspective. While the specifics of what is being targeted are debatable, the impact of these tariffs on your retirement and finances is clear, and we dive into that discussion.
We also cover recent changes to Social Security, including the Social Security Fairness Act passed in early 2025, with a case study on how these changes will affect recipients. If you're unfamiliar with these updates, check out past episodes for more details.
Additionally, I share a story about a client who is now able to fulfill her dream of retiring near her son, overcoming the challenges that once seemed insurmountable.
The episode, titled "Trade Wars, Social Security, and the Relativity of Risk," discusses how the level of risk in your portfolio should align with your stage in retirement. Whether you're approaching retirement or already in it, the amount of risk you should take varies.
I hope you enjoy the show—here's this week's episode of Retirement Matters podcast!
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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.
