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Episode 128: The Decisions You Will Face When Retirement is Near

Episode 128: The Decisions You Will Face When Retirement is Near

The Retirement Matters Show with Dale Smothers · Dale Smothers

April 28, 202332m 23s

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Show Notes

On this episode of The Retirement Matters Show, we talk about the specific and very unique decisions you will be making as you approach retirement. Especially as you're getting ready to retire, there are some things you need to be thinking about and addressing that you've probably never considered before. They're not financial at all. They're more emotional. We talk about those closer to the end of the show. At the beginning of the show we talk about not comparing yourself-and that also being emotional- is necessary as you plan for retirement. You can not compare yourself to friends, relatives, or your co workers. Your specifics,your situation, your financial plan are all different than any of those individuals. At RDS Wealth, we believe you don't have to be rich to live rich as long as you're not comparing yourself to others. If you're not doing that, then you have the ability to live a rich life with the money and the opportunities you have been granted.

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.

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.