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PODCAST

The Retirement Matters Show with Dale Smothers

Helping listeners Save Money, Plan Well and Live Happy™️ in retirement, one conversation at a time! Live YOUR retirement without compromise!

business investing

All Episodes

32:12

Episode 137: Retire with and IRA not a 401K

The Retirement Matters Show with Dale Smothers ·

2023/07/07

On this episode of The Retirement Matters Podcast, Dale discusses whether or not you should be in a 401(k) when you retire. It is very unlikely that people should be retiring with all of their money in a 401(k)- most of us will need to employ an IRA instead! Dale is going to talk to you about 401k's, about the pros and cons, how they started, when they started, why they started and what you should doing if you are approching the age of 59 1/2, you are approaching retirement, or you have already

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31:05

Episode 136: How to Invest When You're Close to...

The Retirement Matters Show with Dale Smothers ·

2023/06/30

On this episode of the Retirement Matters Podcast, Dale brings to you the information you need on how to invest wisely and what your mindset needs to be the closer you get to your retirement destination! He uses an analogy of football a lot on this show and he brings it back full circle by asking a question at the beginning of the show. This trivia question is answered around the second section of the show where he then brings back the analogy of- the closer you get to the end zone- those plays need

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31:56

Episode 135: 2 Steps Toward a Significant Retirement

The Retirement Matters Show with Dale Smothers ·

2023/06/23

On this episode of the Retirement Matters Podcast, Dale brings to you a recent radio show he did from a few weeks back where he discussed 2 main things you need to be looking at in your retirement journey, especially as you get closer to the date of retirement! Dale talks often about the growth and income phase - and how working with the wrong person or the wrong firm during the ‘income’ phase can jeopardize your chance at living a life of ‘significance’. The beginning of this episode is about

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30:58

Episode 134: How to know if an annuity is right for you

The Retirement Matters Show with Dale Smothers ·

2023/06/16

On this episode of The Retirement Matters Podcast, Dale shines a little bit of light and brings clarity to the topics discussed in LAST weeks show with financial expert- Tom Hegna. Take a listen to last weeks show if you haven’t already! Last week you heard Toms belief around an OPTIMAL portfolio and how it should always include an annuity. We’ve received numerous phone calls and messages regarding that belief and because of that, Dale wants to provide clarity around our process at RDS Wealth and

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30:50

Episode 133: Don't Worry, Retire Happy

The Retirement Matters Show with Dale Smothers ·

2023/06/09

On this episode of the Retirement Matters Show, we have something exciting in store for you! Dale plays a few clips and speaks around a podcast recorded a couple weeks ago where he had the honor of speaking with a very influential individual in the retirement income planning space, Tom Hegna- a retirement expert, author and speaker. (We will launch that full podcast soon). Tom breaks down 5 steps in detail from his book Don’t worry, Retire Happy and Dale summarizes those steps today to make it easy

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31:03

Episode 132: The Social Security Decision

The Retirement Matters Show with Dale Smothers ·

2023/06/06

In this episode of the retirement matters show, Dale talks about the importance of setting down with an INCOME advisor and what it means to have a strategic plan built for your retirement journey. One of the largest key pieces to a true retirement income plan is Social Security and there will come a time where you will need to begin (if not already) working with an income specialist that talks with you about Social Security and how it will affect your overall plan. Knowing when and how to take

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31:58

Episode 131: Questions From Listeners

The Retirement Matters Show with Dale Smothers ·

2023/05/26

We're back again with another episode of answering questions from our listeners! On this episode of The Retirement Matters Podcast, we have an array of questions that have come in over the last few months with all the market volatility and we've decided to answer those over the podcast because we believe that some of you may have similar questions. Tune in to today’s podcast to hear a team member of RDS Wealth (Whitney) as she brings a few questions to the table for Dale to address. Tip: It’s not

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31:30

Episode 130: Making the Social Security Decision

The Retirement Matters Show with Dale Smothers ·

2023/05/12

On this episode of The Retirement Matters Show, we spend a great deal of time discussing a very common but overlooked strategy called the spousal benefit when claiming social security. Knowing when and how to take social security is one of the most important choices you will face when you're retiring. You can't do this without putting this into a plan-you can’t make an accurate decision on just about anything without having a formal plan. We call that the base plan of record. From there, we can run

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32:02

Episode 129: The Steps To a Happy Retirement

The Retirement Matters Show with Dale Smothers ·

2023/05/08

On this episode of the Retirement Matters Podcast, we discuss ways to make your retirement a little bit easier. When you retire, you will be faced with several “next steps” to get you where you want to be. One way you can make those steps a little easier is by calling a firm that specializes in retirement income planning, like ours, RD Smothers Wealth Management. When you do this, rather than having to walk each step alone in your proverbial “staircase” towards retirement- it’s almost like calling

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32:23

Episode 128: The Decisions You Will Face When...

The Retirement Matters Show with Dale Smothers ·

2023/04/28

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

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32:17

Episode 127: What Should Your Next Step Be?

The Retirement Matters Show with Dale Smothers ·

2023/04/24

In this episode of The Retirement Matters show, Dale discusses how there are multiple different tools you should be using to achieve your retirement success. He uses a golfing analogy to explain exactly how using the right tools in your retirement journey can be extremely important and If you’re not using the right tool, the chance of success is very slim. The backend of retirement is extremely specialized to what you need and that 5 years or fewer away from retirement should be a place where

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31:30

Episode 126: Investing correctly for YOUR retirement

The Retirement Matters Show with Dale Smothers ·

2023/04/14

In this episode of The Retirement Matters Podcast with Dale Smothers, Dale uses a golfing analogy to help you understand why it’s necessary to use different investment strategies as you progress along your retirement journey. Just as it’s necessary to switch from a driver to a putter once you have landed your ball on the green, it is equally as important for you to be using a different mindset and an entirely different set of investment tools as you get closer to your retirement date. Everyone

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33:06

Episode 125: Questions From Listeners

The Retirement Matters Show with Dale Smothers ·

2023/04/07

This episode of The Retirement Matters Podcast is unlike any show that we've brought you before. On this episode, we have an array of questions that have come in over the last few months with all the market volatility and we've decided to answer those over the podcast because we believe that some of you may have similar questions. Tune in to today’s podcast to hear a team member of RDS Wealth (Whitney) as she brings a few questions to the table for Dale to address. Tip: It’s not about how much

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31:56

Episode 124: How to Make Money Work Safely

The Retirement Matters Show with Dale Smothers ·

2023/04/04

In this episode of The Retirement Matters Podcast, Dale talks about alternatives to saving money at the bank. Dale discusses ways you can save money in other institutions or different classes of institutions. The banks are great and safe places to put money, but when you reach a certain level of money at the bank, it may be a wise decision to start looking at alternatives that bring you equivalency in safety and perhaps even tax efficiency as you begin to save more towards your goals! Remember-

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35:03

Episode 123: How Banks Fail and Should You Move Your...

The Retirement Matters Show with Dale Smothers ·

2023/03/24

In this episode of The Retirement Matters Show with Dale Smothers , Dale talks about how banks fail, why they fail and he uses the SVB failure in 2023 as an example. The most recent bank failures have caused savers to realize that banks are, indeed, a for-profit-business! To seek their profits, rather than putting our money in their vaults, they will invest our money in risky propositions. While those risky investments are mostly balanced by very safe investments, it is possible for the bank to see

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32:23

Episode 122: How to Avoid The Gutter Ball in Retirement

The Retirement Matters Show with Dale Smothers ·

2023/03/17

In this episode of The Retirement Matters Podcast, Dale talks about the impatience of using the right advisor once you've reached your destination of retirement. To Illustrate his point, he provides a personal story about bowling with his children. As he always does, he provides imagery and parallels throughout his story as to help you relate his tips to your own personal retirement journey! Just as bumper guards are used to help children keep their ball rolling down the middle of the lane, the

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31:50

Episode 121: Will Social Security Change in the Future?

The Retirement Matters Show with Dale Smothers ·

2023/03/10

In this episode of The Retirement Matters Show with Dale Smothers, Dale will talk about Social Security and how it may change along your retirement journey. What if taxes rise in the future and how is social security income taxed? Will you be affected? If you have questions or looking for guidance give our team a call at 270-600-PLAN! Join our Newsletter here! Visit our Website here! RDS Wealth Instagram here! RDS Wealth Facebook here! Always remember to Save Money, Plan Well and Live Happy in

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32:34

Episode 120: What to Expect When Meeting With RDS Wealth

The Retirement Matters Show with Dale Smothers ·

2023/03/03

This podcast is very different from all of our other podcasts. Very seldom will we sell our firm this hard, but it's time. The market is turning and we think it is important that you understand that NOW is the time of action. If you're hooked up to the wrong advisory firm, you could suffer terrible consequences. What differentiates R.D. Smothers Wealth Management from other "big box" firms? We take pride in the fact that we are financially aligned with our clients. If our clients do better, we do

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32:11

Episode 119: Cereal Popcorn And Puffs

The Retirement Matters Show with Dale Smothers ·

2023/02/24

Dale starts this podcast off with a story about his sons. Dale gave his kids the opportunity to pick out dinner. He opened each drawer and they picked out all of their favorites; cookies, popcorn, cereal, and puffs. If you're not careful, you could end up with a retirement plan that is very similar to their dinner plans. You're going to have all of your advisors favorite stocks, mutual funds, and bonds. You must make your financial decisions as an entire picture. You can't just pick which stock you

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33:54

Episode 118: Don't Do This Alone

The Retirement Matters Show with Dale Smothers ·

2023/02/22

On this weeks episode of The Retirement Matters Podcast, Dale discusses a motto he has had since he was a child; win humbly and lose wisely. We understand that not everyone operates best while on a team but, if you do everything alone and never partner with others, you create a huge barrier to your own potential. This podcast is for the person trying to do their retirement alone. It may be a success but, it's not ideal. If you want to do something big, you must link up with others. One is too small

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237 results

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