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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!

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All Episodes

19:12

Ep. 65- YOUR SILENT PARTNER

The Retirement Matters Show with Dale Smothers ·

2021/10/04

When you look at your retirement account statement, it's important to understand that all of that money is not yours! You have a partner inside your retirement account who is laying claim on a certain percentage of your money! Much like a business partner, this partner will want to take his fair share when it's time for you to start pulling money out durring retirement. Except, unlike a business partner, you don't really know how much he plans to take. That business partner is the IRS and Dale

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22:32

Ep. 64- I READ IT ON THE INTERNET

The Retirement Matters Show with Dale Smothers ·

2021/10/01

We've all been there- someone is telling us something that seems unbelievable and when we ask "where did you hear that?" the answer is "I read it on the internet"... Your retirement is too important for you to go at it alone with advice that you "read on the internet" yet we see many people try it. Don't do this alone, let us help!

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21:05

Ep. 63- MORE FOR LESS

The Retirement Matters Show with Dale Smothers ·

2021/10/01

Are you using too much of your money to generate income!? What if we could show you a way to use LESS of your retirement account to generate MORE income in your retirement years. What would that mean for you? It would mean you have more money to spend on other things in retirement, less taxes to pay, and more legacy to leave to the ones you love!

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21:17

Ep. 62 - Why Care about Long Term Care?

The Retirement Matters Show with Dale Smothers ·

2021/08/10

Long Term Care(LTC) - needing someone to help you carry out basic activities of daily living (ADL's). This is a reality of more than 70% of all Americans who live past the age 50 yet only HALF of that number believe they will need any type of assistance. This facet alone should be enough to cause advisors to begin planning for their clients LTC needs but in a recent study done by Merrill Lynch 66% of those same Americans say they have NO PLAN in place for this time in their life. If that is you, you

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19:57

Ep. 61 -HOT WATER

The Retirement Matters Show with Dale Smothers ·

2021/08/09

Has the stock market burnt you in the past? Don't be afraid of the very tool that could be be the most important in building your retirement plan! Dale will explain how the market doesn't have to be something you are afraid of. There are ways to "use" the market without being at risk "in" the market! Don't be so afraid of the "burn" that you don't get in the tub... listen to the show, you will understand! haha

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24:08

Ep. 60- TAXES ON SALE

The Retirement Matters Show with Dale Smothers ·

2021/08/09

It's said that he only thing certain in life is death and TAXES. While death is inevitable, taxes can be mitigated. Not completely avoided... but our tax bill can be lowered with proper planning. That is what this episode of The Retirement Matters Show will be discussing.

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21:18

Ep. 59- DON'T RISK IT

The Retirement Matters Show with Dale Smothers ·

2021/08/01

Have you ever played a game where you have WON but still want to keep playing? Don't do that with your retirement. There comes a time where a loss in the market will hurt you worse than a gain will help you. How do you know if you have arrived to that point? How do you protect your hard earned money without setting it on the sidelines in cash? Is there a way to have your money earning money WITHOUT risking it? Dale answers these questions in todays episode of The Retirement Matters Show!

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21:51

Ep. 58- HOW MANY BITES? RMD's and Dinner Time

The Retirement Matters Show with Dale Smothers ·

2021/08/01

Dale discusses a rule that is not known to many retirees called the RMD rules. He brings a little twist to the whole concept by telling a story about his oldest son, Andrew, and how he often asks "How many bites, daddy?" at dinner time. If you are close to retirement age you need to be planning for your RMD's and dale will explain how that can be done in this episode of The Retirement Matters Show.

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23:29

Ep. 57- EVEREST: THE DESCENT

The Retirement Matters Show with Dale Smothers ·

2021/06/08

Just like the hardest part of Everest in the trek back down the mountain... the years after retirement are your most critical years for optimizing your retirement lifestyle.

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18:16

Ep. 56- SHINE A DIFFERENT LIGHT

The Retirement Matters Show with Dale Smothers ·

2021/06/08

Sometimes shining a different light on a situation can open your eyes to a totally different perspective.

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23:26

Ep. 55- EMOTIONAL INVESTING

The Retirement Matters Show with Dale Smothers ·

2021/05/17

Emotions make a huge impact on our reactions when certain events take place. These emotions can also impact many people when making investment decisions. In this episode of The Retirement Matters Show, Dale speaks about how your shouldn't let these emotions impact how you handle your investments. Everybody should have a solid plan built specifically for them, and then stay the course to see the success they are wanting.

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15:26

Ep. 54- FINANCIAL WINTER

The Retirement Matters Show with Dale Smothers ·

2021/05/12

The stock market has seen a drop of at least 10% for the last 121 years, so why do people panic when it happens? In this episode of The Retirement Matters Show, Dale speaks about a strategy that can be used by retirees to take advantage of these drops while maintaining the safety of their income.

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21:20

Ep.53- 3STORIES - 1MESSAGE - CUSTOMIZE

The Retirement Matters Show with Dale Smothers ·

2021/05/05

Is your retirement plan as unique as you are? In this episode of The Retirement Matters Show, Dale talks about how your retirement plan shouldn't be made with a cookie cutter approach. It SHOULD be tailor made for your vision so that your vision can become a reality.

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22:06

Ep. 52- CAP GAINS And IRA's

The Retirement Matters Show with Dale Smothers ·

2021/04/28

Are you worried about capital gains tax increases impacting your retirement accounts? You shouldn't be. In this episode of The Retirement Matters Show, Dale talks about how changes in capital gains, for better or worse, will not affect your retirement accounts in the slightest. Block out the noise and keep on saving!

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23:28

Ep. 51- BOTH EMOTIONAL AND FINANCIAL

The Retirement Matters Show with Dale Smothers ·

2021/04/21

Retiring can be as much emotional event as a financial event.

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21:51

Ep. 50-SAFETY, INCOME, and GROWTH

The Retirement Matters Show with Dale Smothers ·

2021/04/07

How are you investing for your income in retirement? You should be assigning your money a task. Every dollar should either be designated as "Safe" money, "Income" Money, or "Growth" Money. How we structure this for our retirees allows them to live worry free in retirement.

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20:29

Ep. 49- BORING Investments

The Retirement Matters Show with Dale Smothers ·

2021/03/30

You have the right to be boring!! As a matter of fact, if your retirement income investment strategy isn't boring- you are doing it wrong!

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23:13

Ep. 48- IRA 101

The Retirement Matters Show with Dale Smothers ·

2021/03/24

What is an IRA? It may not be what you think. Dale discusses a few of the most common misconceptions about IRA's and how you may benefit from owning one.

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23:03

Ep. 47- Retiring Female (Woman's History Month)

The Retirement Matters Show with Dale Smothers ·

2021/03/16

WOMAN'S HISTORY MONTH! As a Woman, planning for your life in retirement needs special attention. Did you know that over 64% of all females who live to age 65 are single? Yet- the retirement planning industry continues to view "retirement planning" as a joint effort. While it is important for a husband and wife to plan together, it is just as important to ensure that the wife has a survivorship plan!

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23:03

Ep. 46- YOUR RETIREMENT PILOT

The Retirement Matters Show with Dale Smothers ·

2021/03/11

Are you working with a Pilot? Dale describes why working with a comprehensive financial planing firm is important if you want to survive and thrive in the "mountains" of retirement.

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