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The Retirement Matters Show with Dale SmothersAuthor: Dale Smothers
Helping listeners Save Money, Plan Well and Live Happy in retirement, one conversation at a time! Live YOUR retirement without compromise! Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 233: How to Begin Your Retirement Planning Journey
Friday, 17 October, 2025
On this episode of the Retirement Matters Podcast, we talk about the importance of having a plan and why every retirement strategy should begin with one essential question: Where do you want to go? This idea came from a conversation between our CEO, Dale, and his six-year-old son. In the show, we introduced this concept with a question Dale asked him, and his answer truly astounded him. The wisdom of a six-year-old can absolutely be applied to retirement planning. Yet, this important question is sometimes overlooked. Many advisors focus primarily on the accumulation, or growth phase, which is an essential part of preparing for retirement. However, once retirement begins, you enter the income phase. This phase often involves considerations such as managing income streams, planning for healthcare expenses, understanding tax implications, and more. Have any questions? Call us at 270-600-PLAN to connect with a member of our team who can help you navigate this important phase or schedule a time that works best for you here: https://rdsmotherswealth.com/contact/ Our team is here to help you Retire the Way You Desire™! If you found today’s episode helpful or enjoyable, we’d really appreciate it if you could leave us a star rating and a quick review. Your feedback means a lot to us and helps others discover the show. Thank you for tuning in to the Retirement Matters Show! Join Our Newsletter: here! Visit Our Website: here! Learn More Information: here! Subscribe to our YouTube: here! Always remember to Save Money, Plan Well, and Live Happy in Retirement™ 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.
