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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

31:31

Episode 186: The Fed Cut Rates...Now What?

The Retirement Matters Show with Dale Smothers ·

2024/09/27

On this episode of The Retirement Matters Podcast, we dive into the latest jobs report and discuss the significant 50 basis point rate cut—the first reduction in nearly four years. This is a pivotal moment, signaling a shift in the Federal Reserve’s focus from combating inflation to addressing unemployment. While we won’t debate the Fed’s decisions, I’ll share my thoughts on why this shift may not be the best approach. Our primary goal is to help you plan for a successful retirement, regardless of

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32:41

Episode 185: Inflation, Long Term Care, and Taxes

The Retirement Matters Show with Dale Smothers ·

2024/09/13

On this week’s episode of the Retirement Matters Podcast, we delve into the intricate world of taxation. Interestingly, although we didn’t explicitly mention it in the show, our discussion starts with inflation. If you think about it, inflation can be seen as a form of taxation. From there, we move on to healthcare expenses. Many people worry about Medicare choices and long-term care, including the potential risk of losing their family home or cherished land. We explore some strategies

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32:04

Episode 184: Financial Winter Warning

The Retirement Matters Show with Dale Smothers ·

2024/09/06

On this episode of the Retirement Matters Podcast, we dive into the phenomenon of "financial winter," which typically hits in October. This strange trend often sees sellers dominate the market while buyers retreat. If you’re in the growth phase, this could be a prime opportunity to capitalize. For those in the income phase, however, October, along with September and November, can be challenging. We offer strategies to navigate these months and protect your assets. If you’re looking to safeguard your

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32:56

Episode 183: INFLATION What is It...and How to Plan...

The Retirement Matters Show with Dale Smothers ·

2024/08/30

On this episode of The Retirement Matters podcast, we dive into inflation. We discuss what it is, how to plan for it, and its impact on your purchasing power. Understanding inflation and how it’s measured in the American economy is crucial, but it's important to realize that merely understanding inflation is not enough to prepare for its effects. Proactive planning and adjustments are necessary to ensure your purchasing power keeps up with the cost of goods. If you need assistance planning for

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32:54

Episode 182: A Few Financial Proverbs for Investors

The Retirement Matters Show with Dale Smothers ·

2024/08/23

On this week's episode of the Retirement Matters Podcast, we have a sort of proverbs show, though it's not about Bible stories or the Proverbs written by Solomon. Although we do mention a Bible story in this show, ironically, we are talking about financial proverbs. We cover a bit of everything, including retirement income planning, tax planning, and even address the idea of doomsday prepping in your retirement plan. All of this is covered in this episode, and I think you're going to find great

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30:28

Episode 181: Do You Jump Out Of The Airplane Or Ride...

The Retirement Matters Show with Dale Smothers ·

2024/08/20

On this episode of the Retirement Matters Podcast, we unpack what took place over the last couple weeks in the market and why it doesn't really matter. And to you as a retiree, or someone who's looking to invest money to be there for you in the future, whether that future is a couple of decades away, you should be making decisions and moves inside of these types of volatile markets based off of one thing and one thing alone, and it does not have to do with a jobless report that comes out on a

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33:37

Episode 180: The Importance of a Healthcare Plan

The Retirement Matters Show with Dale Smothers ·

2024/07/15

On this episode of the Retirement Matters Podcast, we delve into what a healthcare plan can do for you if you have it, and what it will mean if you don’t. At RDS Wealth, planning for your income isn’t just an option; it’s integral to your overall retirement plan. We believe in holistic planning, and as a firm, our goal is to assist clients in navigating key retirement decisions such as income, investments, taxes, healthcare, and legacy planning. These five areas become clear as we accompany you on

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32:29

Episode 179: 5 Investments many may not know exist!

The Retirement Matters Show with Dale Smothers ·

2024/07/08

On this episode of The Retirement Matters Podcast, we jump into some specifics on ways to safeguard your investments- if you have seen a run up in the appreciation of your stocks that you own, a lot of times people will either want to pull that out and put it into cash or maybe some people think bonds are the way to go or CD's are the way to go, but if you still are fairly optimistic about the market, just concerned that maybe there is a pullback and depending again upon your objectives with this

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31:50

Episode 178: The advisor that specializes in retirement

The Retirement Matters Show with Dale Smothers ·

2024/06/29

On this episode of The Retirement Matters Podcast, we dive into the specialty of retirement income planning and we are talking about an advisor who specializes in retirement! Specializing in retirement income phase is different than specializing in retirement growth phase. There are a lot of advisors out there who really have no specialty at all and then there are advisors who will help you establish a complete retirement plan. When you look deep into the plan, it’s about more than just growing your

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32:34

Episode 177: Find your purpose, have patience and...

The Retirement Matters Show with Dale Smothers ·

2024/06/18

On this episode of The Retirement Matters Podcast, we jump into why the market is doing what it’s doing right now! The show was recorded on 14 June 2024 and aired all across audience from the 15th through the 17th. These shows are fairly timely and what’s going on at this point in time in the market is a run of artificial intelligent stocks. We compare that to 1998, 1999 and then the .com crash that took place in 2000- we are concerned for a lot of people who are close to retirement having bought

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32:40

Episode 176: Retiring with both a Pension and a 401K

The Retirement Matters Show with Dale Smothers ·

2024/06/03

This weeks episode of The Retirement Matters Podcast, we go dive into what it means to retire with both a pension and 401(k)! There are a lot of people, specifically state workers who are retiring with both pensions and 401(k)'s. This is discussing the differences between those two and what you should be doing to set up your pension and your 401K correctly early on. Also, understanding that those are two different tools- we should not think that it’s one or the other, but, we should use both of them

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32:37

Episode 175: Inflation News, Sequence of Returns and...

The Retirement Matters Show with Dale Smothers ·

2024/05/25

On this episode of The Retirement Matters Podcast, we cover 3 keys topics that may impact your retirement journey! We disucss all the recent news around inflation and what it can mean for you, then we go into sequence of returns and volatility and how small timings of the market can be important for a retiree and, lastly we discuss a few things around Social Security and some miconceptions that aren't true that can impact your overall retirement! This show is packed with a lot of information that

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32:18

Episode 174: Baseline Plan of Record

The Retirement Matters Show with Dale Smothers ·

2024/05/17

On this episode of The Retirement Matters Podcast, we talk all about the baseline plan of record. A couple of weeks ago, we did a show where we reference the baseline plan of record- and today we go through what it takes to build a true baseline plan of record for all five areas that you will face in retirement! Income planning, investment planning, tax planning, healthcare planning and legacy planning. You don't want to miss this show! If you have questions or looking for guidance give our team a

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32:15

Episode 173: ROTH IRA Inflation and Volatility

The Retirement Matters Show with Dale Smothers ·

2024/05/13

On this episode of the Retirement Matters Podcast, we cover a lot of different things that you are going to face in retirement! The three topics that we discuss are Number One: what is a Roth IRA, Number Two: what inflation is and how it can impact your retirement plan and Number Three: we discuss how volatility can impact your retirement plan and how we can help you make sure that those things are mitigated. An awesome show in store for you guys, we hope you enjoy! If you have questions or looking

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32:44

Episode 172: You have questions, we have the ANSWERS!

The Retirement Matters Show with Dale Smothers ·

2024/05/02

We're back again with one of our favorite shows- a show where we answer 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 from the community involving several different scenarios and we like to answer those over the podcast because we believe that some of you may have similar questions and these answers may help you in your own situation! Tune in to today’s podcast to hear a team member of RDS

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32:23

Episode 171: Consolidation May Be For You

The Retirement Matters Show with Dale Smothers ·

2024/04/25

On this episode of The Retirement Matters Podcast, we go into a quick brain teaser that actually plays a little bit of a role into understanding the complexities of retirement planning. Deeper into the show, we discuss what consolidation is inside of retirement planning, and why it may make sense for you if you have worked in a lot of different places, you may find yourself with a lot of different types of accounts that need to be brought all under one clear and easy to understand plan, and

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33:24

Episode 170: Is Dividend Investing Right for You?

The Retirement Matters Show with Dale Smothers ·

2024/04/19

On this episode of the Retirement Matters Podcast, we go into dividend investing, what it means in and a couple of myths around dividend investing. Things you need to be aware of before you go down that journey, and while we believe that it takes a lot more than just investing in strong dividends to make an income portfolio work, we talk a lot about the volatility of the stock market on this show and you don't want to miss it! It's not about how much money you make, it's about how much you keep! If

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32:22

Episode 169: March Madness and Retirement Planning

The Retirement Matters Show with Dale Smothers ·

2024/04/09

On this episode of The Retirement Matters podcast, we make this show a little fun and discuss how retirement planning resembles March Madness! We use a little analogy on progression through the bracket, and how you should be progressing through your retirement years. Stay tuned to the end of the show-you’re not gonna want to miss it! 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

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33:07

Episode 168: What Does Mr Miyagi have to do with...

The Retirement Matters Show with Dale Smothers ·

2024/03/21

On this episode of the Retirement Matters Podcast, we jump into what Dale calls the Mr. Miyagi theory to retirement planning! We have recently written an article that has been picked up by one of the nations leading financial publications, Kiplinger magazine, and in the process of publishing that article! The article is called The Risk on Risk off Portfolio! Something we called the Mr. Miyagi portfolio because of the reference to wax on wax off. In this case, it is risk on risk off. We believe that

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31:58

Episode 166: Your Retirement Plan Should Resemble a...

The Retirement Matters Show with Dale Smothers ·

2024/03/12

On this episde of The Retirement Matters Podcast, we start with a very powerful positive focus and this positivity goes into a racing analogy that applies to life as well! We then go into discussing the highflying stock like Nvidia and whether or not a retiree should be partaking in those types of stocks in a well balanced retirement income plan. You don't want to miss this show! Stay tuned into the last segment where we discuss a story that equates your retirement income plan to a commercial

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245 results

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