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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

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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32:08

Episode 145: Know Where You Are Going

The Retirement Matters Show with Dale Smothers ·

2023/09/11

On this episode of The Retirement Matters Podcast, Dale talks about the number one question you need to know the answer to and that is how much income will you need in retirement! From there, a good retirement advisor should be able to structure a plan that not only tells you how long that money will last, but perhaps maybe even save you from some major market corrections that are sure to come your way if you live long enough. Structuring this plan in a way where you know where you’re going is key-

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32:15

Episode 144: Don't Wait Too Late to Protect Income

The Retirement Matters Show with Dale Smothers ·

2023/09/01

On this episode of The Retirement Matters Podcast, Dale goes into two stories- the first one being about a positive mindset and inward reflection. Always making sure that you’re helping people in the right way! The second story brings an analogy between a car battery pack and the protection you need you need to put on your income during retirement years! In order to make sure your retirement is EVERYTHING you've imagined it to be- we must have protection. Don't wait until the storm comes before you

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31:09

Episode 143: You have questions, we have the ANSWERS!

The Retirement Matters Show with Dale Smothers ·

2023/08/26

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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31:25

Episode 142: Don't Put All Your Eggs In One Basket

The Retirement Matters Show with Dale Smothers ·

2023/08/18

On this episode of the Retirement Matters Podcast, we use a lot of analogies for a lot of different things. We start with a pause for positivity all about letting go of your troubles and your problems. It’s a powerful tool to use. If it’s not for you today it will be for you at some point in your life! We talk about the looming possibility of a major setback in the commercial real estate market, how it could impact the stock market- the US stock market. From there we go into what you need to be

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32:30

Episode 141: What Goes Into a Retirement Plan

The Retirement Matters Show with Dale Smothers ·

2023/08/14

On this episode of The Retirement Matters Podcast, we bring to you the definition of holistic planning. Our goal with this episode is to show you exactly what it means to have a comprehensive plan as opposed to just a portfolio of stocks, bonds and mutual funds. A lot of people are working with advisers along their retirement journey who are really good at picking the stocks or maybe they’re not that good and they’re just handing it off to someone else who is! At the end of the day, you’ve got to

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32:34

Episode 140: Do I have enough money to retire?

The Retirement Matters Show with Dale Smothers ·

2023/08/04

On this episode of The Retirement Matters Podcast, Dale brings some clarity around one of the most popular questions, 'Do I have enough money to retire?' He gives guidance on how to find the answer to that question and what it means to have a 'cash flow analysis' for your own personal retirement journey. Dale explains in detail what a cash flow analysis should look like and what a pivitol piece it plays inside your retirement INCOME plan. If 'do I have enough money to retire?' is a question you have

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31:34

Episode 139: Pay Less Tax in Retirement

The Retirement Matters Show with Dale Smothers ·

2023/07/21

On this episode of the Retirement Matters Podcast, Dale comes to you with the understanding that Roth conversions could very easily help you in the tax planning category of your retirement plan! At the end of this episode, after spending a lot of time on taxation, he actually hits very strongly, the other five worlds of retirement income planning in addition to tax planning, and why you have to be very efficient in all five worlds. Just like most of the other episodes that we have on this podcast,

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32:56

Epsiode 138: How RISK Can Impact Your Portfolio

The Retirement Matters Show with Dale Smothers ·

2023/07/14

In this episode of The Retirement Matters Show, Dale talks to you about a frightful, four letter word... RISK. Risk is a particular word that can be detrimental to a lot of retirees who have not built a plan. It is the fear that we hear about when starting to build a plan with a lot of retirees, but if used correctly, it could be exactly what we use inside of the plan to make all of our dreams come true by building the proper income plan. Knowing exactly how risk will benefit us and what amount of

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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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236 results

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