In this episode of The Retirement Matters Show, Dale talks to you about a frightful, four letter word... RISK. Risk is a particular word that can be detrimental to a lot of retirees who have not built a plan. It is the fear that we hear about when starting to build a plan with a lot of retirees, but if used correctly, it could be exactly what we use inside of the plan to make all of our dreams come true by building the proper income plan. Knowing exactly how risk will benefit us and what amount of risk is needed to get to where we are desiring to be, we can put together a perfect mix portfolio of stocks, bonds, mutual funds and some insurance products- whatever it takes for our client to feel at peace and the ability to live a life free from the worries of running out of money, allowing them to spend more time and money on and with the people they care about and less time worrying about the stock market.
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.
