Episode 209: How to Choose the Right Retirement Advisor for You: Why our Approach Matters
The Retirement Matters Show with Dale Smothers · Dale Smothers
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Show Notes
On this episode of the Retirement Matters Podcast, we take a deep dive into who we are as a firm, what we believe, and how we're compensated—offering you an inside look at our values and the way we work with clients. This wasn't the episode we originally planned, but it naturally evolved into a powerful and informative conversation that we're excited to share with you. If you've ever wondered what it's actually like to sit down with a retirement planning advisor—or what sets us apart from traditional growth-focused advisors—this episode will give you a clear picture. We walk through what we do for both new and existing clients, and how our approach can make a meaningful difference in your retirement journey. We hope you enjoy this episode of the Retirement Matters Podcast. If you find value in the show, please consider liking, rating, and subscribing. Sharing on your social media is greatly appreciated, and we welcome any feedback you may have. Thank you for tuning in! If you have questions, give our team a call! 270-600-PLAN We're here to help! Interested in our Social Security and Retirement Readiness Class on April 28th? Call 270-600-PLAN or email us at [email protected] to reserve your spot today!
Our Kiplinger Article: Risk On, Risk Off: The Mr. Miyagi Approach to Retirement Planning
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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.