On this episode of the Retirement Matters Podcast, we start by sharing a powerful positive focus story—one of our advisors had a conversation with a young man that may have truly changed the course of his life. It's a reminder of how small moments can lead to major impact.
From there, we shift gears and offer our market outlook for the rest of 2025—and yes, it's an optimistic one. At RDS Wealth, we remain bullish on America and confident in the resilience of the markets.
If you're close to retirement or actively planning, this episode is especially for you. We break down timely, no-fluff strategies you should be implementing in your portfolio right now. From income planning to risk management, we provide actionable advice to help you stay on track and make the most of your retirement years.
While this episode reflects today's market landscape, the core values we discuss—managing risk, avoiding unnecessary exposure, and creating a dependable income plan—are timeless. No matter when you listen, we're here to help you build your version of a Live Happy retirement.
If you have questions about your portfolio or retirement plan, we'd love to talk. Reach out to us anytime—we're here to serve.
If you found this episode helpful, please like, subscribe, and share it with a friend or family member. Let's help more people take confident steps toward living a retirement they've always imagined!
Always remember to Save Money, Plan Well, and Live Happy in Retirement.
Interested in our Retirement Readiness Class on May 27th? RSVP by calling 270.600.PLAN or emailing us at contact@rdswealth.com!
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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.
