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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

32:14

Episode 165: Taxes In Retirement

The Retirement Matters Show with Dale Smothers ·

2024/02/26

On this episode of The Retirement Matters Podcast, we dive into taxation and how it can impact your overall retirement plan! We list off some of the key TAXES that you may face during retirement and explain how mitigating those as much as possible sometimes requires it's own unique set of tools during the INCOME phase of your retirement journey- BUT, that's where RDS comes in! As you enter into retirement (income phase), be sure you are talking to an income advisor, someone that specializes in

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32:05

Episode 164: You have questions, we have the ANSWERS!

The Retirement Matters Show with Dale Smothers ·

2024/02/20

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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31:59

Episode 163: Positivity, Interest Rates and The...

The Retirement Matters Show with Dale Smothers ·

2024/02/09

On this episode of The Retirement Matters Podcast, we do a little bit of a deep dive around interest rates. We go very deep for a radio show and how there is a correlation between interest rates and price of bonds and we even give you a visual, but I hope you can see as you’re listening to this on how those two relate to one another. We discuss the impact of what an interest-rate move up or down by the Fed can due to a stock that you may own and then, as we go into the show a little deeper, we

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31:44

Episode: 162: How is your retirement account looking...

The Retirement Matters Show with Dale Smothers ·

2024/02/02

On this episode of The Retirement Matters podcast, we discuss what is going on in the stock market right now, the last week of January 2024. We're seeing some all-time highs be reached in the stock market this month and with these all-time highs, perhaps there are some opportunities that lie inside of your retirement account- so we asked the question how is your retirement account looking after 2023 with one month down and 11 months to go in the year 2024 and are you close to Retirement? If so,

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31:13

Episode 161: Think ROTH When Saving For Retirement

The Retirement Matters Show with Dale Smothers ·

2024/01/26

This episode of the Retirement Matters podcast, we talk to you about Roth IRAs. We take a minute to build up our explanation of why we believe taxes will increase, and why retirees should be planning for a higher tax environment when they retire in the future. With this knowledge, we make recommendations based off of a retirees goals. There are a lot of times, where CPAs or other advisors even may say, let’s invest your money into an IRA or to your 401(k) when in reality, they should be looking at

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32:03

Episode 160: Retirement wisdom from a 7 year old!

The Retirement Matters Show with Dale Smothers ·

2024/01/12

On this episode of The Retirement Matters Podcast, we have a very special guest joining us in studio- Mr. Andrew Smothers. Andrew is Dale's 7 year old son and he is so exicted to be joining us today! On this episode, Andrews youth- his innocence as a child is used to illustrate a few incredible things, even something that can be relatbale to you in the retirement world! Something that can sound really cool or 'neat' to have, but may not exactly be the BEST thing for you at this time and place or

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31:38

Episode 159: Don't Chase Returns, Build a PLAN and...

The Retirement Matters Show with Dale Smothers ·

2023/12/31

On this episode of The Retirement Matters Podcast, our objective is clear. Dale brings clarity to you around NOT chasing returns. We want to be sure that our listeners are not out seeking the highest rate of return possible without understanding exactly what it is they need the stock market to do for them, and with that we introduce a few stories and a couple analogies. Of course we do our pause for positivity to give some insight. If there is anything we can do for you as you are listening to this

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32:05

Episode 158: Nothing to Fear but Fear of Missing Out

The Retirement Matters Show with Dale Smothers ·

2023/12/23

On this episode of The Retirement Matters Show, Dale brings education to you around 'reactions to the stock market' and what it can entail. Recently, there have been a lot of questions come our way regarding the market- wondering if they should act and get in now. Our goal in this show is to help educate the listener on whether or not they should be 'reacting' to what’s going on in the market. With that being said, whether the market is good or bad, don't overreact. Just because the stock market

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30:36

Episode 157: Best of Show #2

The Retirement Matters Show with Dale Smothers ·

2023/12/15

On this episode of The Retirement Matters Show with Dale Smothers, we're excited to bring to you our NEWER show called 'Best Of'! Dale brings to you the best versions of some of our favorite segments we’ve done throughout our podcast and he does a quick recap of them. If you're new to the show, this will be a great chance for you to learn what our show is all about and for some you, this will will be a little refresher OR maybe even a few clips that you haven't heard before. Our objective is to

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33:02

Episode 156: Investment Income and Taxes

The Retirement Matters Show with Dale Smothers ·

2023/12/11

On this episode of The Retirement Matters Podcast, we do a deep dive into the income plan, talk a little bit about the investment plan and then at the very end hit on our tax planning strategies for most retirees. Every retirement plan is built differently, because every retirement plan is unique to the individual we're building it for, however it’s very imperative that an individual going into retirement has clarity around how much money they need, that their investments are built to be able to

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32:31

Episode 155: What should be in a retirement plan

The Retirement Matters Show with Dale Smothers ·

2023/12/01

On this episdoe of the Retirement Matters Podcast, Dale talks with you about the baseline plan of record! We did a show recently where we reference the baseline plan of record and today he brings this to you in detail. He goes through what it takes to build a true baseline plan of record for all five areas that you will face in retirement including: investment planning, tax planning, healthcare planning and legacy planning. This is a power packed show and if you have not heard about a baseline plan

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31:44

Episode 154: You have Questions, We have the ANSWERS!

The Retirement Matters Show with Dale Smothers ·

2023/11/17

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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29:55

Episode 153: 'Best Of' Show

The Retirement Matters Show with Dale Smothers ·

2023/11/13

On this episode of The Retirement Matters Show with Dale Smothers, we're excited to bring to you a brand NEW show called 'Best Of'! Dale brings to you the best versions of some of our favorite segments we’ve done throughout our podcast and he does a quick recap of them. If you're new to the show, this will be a great chance for you to learn what our show is all about and for some you, this will will be a little refresher OR maybe even a few clips that you haven't heard before. Our objective is to

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33:34

Episode 152: What is the S&P 500 and why it matters

The Retirement Matters Show with Dale Smothers ·

2023/11/03

On this episode of The Retirement Matters Podcast, Dale brings to you a really neat analogy of how the market works. He talks about a five sided coin! We know this coin has a certain number of heads and a certain number of tails, and just because you get a bad flip every so often doesn't mean you stop playing the game. Especially since the odds are so much in your favor. The stock market works very similarly! If you have questions or looking for guidance give our team a call at 270-600-PLAN! Join

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32:43

Episode 151: The Rule of 55 and 72(t)

The Retirement Matters Show with Dale Smothers ·

2023/10/27

On this episode of The Retirement Matters Podcast, Dale talks with you about a 72T and a rule of 55 distribution. These two distributions are both used for the same purpose but in different applications. They’re both designed to allow you to get to your money earlier than 59 1/2 but without penalty. However, both of them should be considered a last alternative if it all possible. Whether or not these rules are for you should be determined the inside of a well written retirement plan! That’s why we

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32:17

Episode 150: What is APY and WHY should you care?

The Retirement Matters Show with Dale Smothers ·

2023/10/19

On this episode of The Retirement Matters Show, Dale talks with you about exactly what it means when you see a percentage rate of return, followed by APY. This becomes very important for savers, especially now as interest rates begin to climb into the fives and even the sixes on some short term investment vehicles that we’re seeing out there! You will see these investment 'vehicles' or contracts that will often display a rate of return that sometimes can become confusing when comparing one to the

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33:13

Episode 149: A happy retirement is more than JUST money!

The Retirement Matters Show with Dale Smothers ·

2023/10/13

On this episode of The Retirement Matters Show with Dale Smothers, Dale tells you a story of a time that he and his family went to Disney World where they were left without a map and the result of that visit to Disney World was not as optimal as it would’ve been had they had a map! He relates that story to retirement planning and explains the importancy of a map and a plan during retirement! That's why we have our ATLAS! Our detailed atlas provides you with carity around where you want to go and how

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34:21

Episode 148: If you need a roadmap, we have the ATLAS!

The Retirement Matters Show with Dale Smothers ·

2023/10/06

On this episode of The Retirement Matters Podcast, Dale discusses something with you that is near and dear to his heart. Our ATLAS. RDS Wealths process that we take every single retiree through.. starting with your income planning, follwowed by investment planning, tax planning (how we can save you money in taxes in retirement), healthcare planning and lastly, legacy planning (making sure that money is left to those you care about the most). Our retirement ATLAS is our trademarked process that

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30:05

Episode 147: Don't Go Through Retirement Without a Map

The Retirement Matters Show with Dale Smothers ·

2023/09/29

On this episode of the Retirement Matters Podcast, Dale explains how important a MAP can be during retirement by using parallels to a story based around Disney World! During the retirement income phase, it will be difficult to live an optimal retirment and know exactly where you'll end up while being free of worry without a MAP! There are a lot of decisions to make during this phase and any wrong turn can be detrimental to your entire plan. RDS Wealth is here to help build YOUR map and unfold it

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31:54

Episode 146: You have questions, we have the ANSWERS!

The Retirement Matters Show with Dale Smothers ·

2023/09/15

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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245 results

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