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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

32:44

Episode 245: How to Build Confidence in Your...

The Retirement Matters Show with Dale Smothers ·

2026/01/09

On this episode of the Retirement Matters Podcast, we dive into the first episode of the Retirement Matters Radio Show for 2026 and discuss why building confidence in your retirement plan is essential. With market opportunities and uncertainty, having a plan that helps you navigate different scenarios is key, whether you're retired or approaching retirement age. We explore strategies for structuring your portfolio to help support income needs and prepare for changes in the market. By focusing on

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31:58

Episode 244: A Positive End to 2025 and the 4% Rule

The Retirement Matters Show with Dale Smothers ·

2026/01/06

On this episode of the Retirement Matters podcast, we wrap up 2025 by sharing several encouraging stories and discussing recent developments related to retirement planning and the financial landscape. We also spend time discussing the 4% rule, including how it is commonly referenced in retirement planning conversations and why it continues to be a topic of interest when thinking about withdrawal strategies. As we close out the year, we reflect on key themes from 2025 and look ahead to continuing the

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29:44

Episode 243: End-of-Year Market Recap & Retirement...

The Retirement Matters Show with Dale Smothers ·

2025/12/26

On this episode of the Retirement Matters Podcast, we wrap up the year by discussing important end-of-year retirement planning moves and what to consider as we prepare for 2026. We break down current market conditions, recent trends, and why January and February often help set the tone for the year ahead. We also explain the difference between the growth phase and income phase of retirement planning, why understanding which phase you're in matters, and how proper positioning can help manage market

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30:06

Episode 242: AI Investing and the Lost Decade in...

The Retirement Matters Show with Dale Smothers ·

2025/12/19

On this episode of the Retirement Matters Podcast, we discuss how artificial intelligence is shaping today's investment landscape and why AI-related stocks may present both opportunity and volatility for long-term investors, while also exploring lessons from the "Lost Decade" of 2000–2010 and what historical market cycles may teach us about navigating today's technology-driven markets. We also cover the role of tax-loss harvesting, particularly as the year comes to a close, and how market volatility

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31:07

Episode 241: Two Rules and the Right Mindset for...

The Retirement Matters Show with Dale Smothers ·

2025/12/12

On this episode of the Retirement Matters podcast, we talk about the two guiding rules that can help create a more structured approach to retirement planning, especially for those considering an earlier transition. We discuss how emotions often show up in financial decision-making, why it's important to stay grounded during periods of uncertainty, and how adopting the right mindset can support clearer, more intentional planning. Our team is here to help you retire the way you have always imagined

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33:35

Episode 240: MYGAs vs CDs: Key Differences and...

The Retirement Matters Show with Dale Smothers ·

2025/12/05

On this episode of the Retirement Matters Podcast, we break down the key differences between MYGAs (Multi-Year Guarantee Annuities) and CDs, how each option works, and what factors to consider when deciding which may fit your situation. We also discuss why understanding your personal retirement goals such as income needs, lifestyle expectations, Social Security choices, taxes, and legacy intentions is essential as you move from the growth phase into the income phase of retirement. Have any questions

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32:44

Episode 239: How to Navigate Market Sell-Offs and...

The Retirement Matters Show with Dale Smothers ·

2025/11/28

On this episode of the Retirement Matters podcast, we break down the recent market sell-off that unfolded around November 21st. Over the past several weeks, major indexes have experienced notable declines driven largely by the same sectors, particularly artificial intelligence–related companies, that had been leading the market higher earlier in the year. We also discuss how margin calls can add additional pressure during a downturn and why it's important for investors, especially those approaching

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32:56

Episode 238: Retirement Planning Tips: Timing and...

The Retirement Matters Show with Dale Smothers ·

2025/11/21

On this episode of the Retirement Matters Podcast, we discuss important considerations for anyone approaching retirement and evaluating a financial advisor. We cover why now may be the right time to review your retirement plans and the importance of understanding how advisors structure their fees, so you can make informed decisions that align with your goals. We also explore the difference between a true partnership with a wealth management firm and a simple transaction, emphasizing guidance and

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32:10

Episode 237: How Retirees Can Navigate Risk, Taxes &...

The Retirement Matters Show with Dale Smothers ·

2025/11/14

On this episode of the Retirement Matters podcast, we take a closer look at recent market conditions and discuss how ongoing uncertainty may influence retirees and pre-retirees. We explore several factors that could be contributing to recent market movements including the potential effects of the government shutdown and why having a well-structured plan matters during periods of volatility. We also revisit our Risk-On/Risk-Off portfolio approach and discuss ways retirees might think about managing

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32:40

Episode 236: Inflation and Taxes: The Real Frights in...

The Retirement Matters Show with Dale Smothers ·

2025/11/07

On this episode of the Retirement Matters Podcast, we discuss timely end-of-year financial strategies to help you make the most of your retirement plan. Recorded live just after Halloween, this episode offers valuable insights about the market, inflation, and the importance of proactive tax planning as the year comes to a close. You'll hear thoughts on the current macroeconomic environment, lessons learned from inflation trends, and why strategic planning before year-end can make a meaningful impact

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31:18

Episode 235: Retirement Proverbs: Financial Wisdom...

The Retirement Matters Show with Dale Smothers ·

2025/10/31

On this episode of the Retirement Matters Podcast, we discuss a few retirement proverbs, short clips of financial wisdom that cover a variety of topics. Some insights may be familiar from financial news, while others are new perspectives to consider. We combine two or three of these topics into one cohesive section, offering reflections and observations for year-end thinking. Have any questions? Call us at 270-600-PLAN to connect with a member of our team who can help you navigate this important

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31:44

Episode 234: How to Prepare 5 to 10 Years Away From...

The Retirement Matters Show with Dale Smothers ·

2025/10/24

On this episode of the Retirement Matters Podcast, we discuss important considerations if you’re 10 years, 5 years, or fewer years away from retirement, especially given today’s economic environment in 2025. With ongoing global trade tensions and recent developments in private credit and lending, many investors are reassessing how these factors could influence their retirement timelines and financial plans. Our team shares insights on how to approach retirement planning during times of market

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32:03

Episode 233: How to Begin Your Retirement Planning...

The Retirement Matters Show with Dale Smothers ·

2025/10/17

On this episode of the Retirement Matters Podcast, we talk about the importance of having a plan and why every retirement strategy should begin with one essential question: Where do you want to go? This idea came from a conversation between our CEO, Dale, and his six-year-old son. In the show, we introduced this concept with a question Dale asked him, and his answer truly astounded him. The wisdom of a six-year-old can absolutely be applied to retirement planning. Yet, this important question is

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33:33

Episode 232: Tools to Help Reduce Your Retirement Tax...

The Retirement Matters Show with Dale Smothers ·

2025/10/10

On this episode of the Retirement Matters Podcast, we discuss practical tools and strategies that can help reduce your retirement tax bill. Whether you're nearing retirement or already in the income phase, understanding how to use these tools effectively can make a significant difference in your long-term financial plan.We explore the importance of tax planning as part of your overall retirement strategy and explain how proper use of accounts like IRAs and 401(k)s can improve your tax efficiency

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17:35

Episode 231: How to Plan for Retirement at Any Age —...

The Retirement Matters Show with Dale Smothers ·

2025/09/29

In this exclusive episode of the Retirement Matters podcast, we share insights on retirement planning strategies for every stage of life — from early career to pre-retirement. This episode, recorded off-air and not available on radio, offers timely commentary on current market conditions, including the recent rise in AI-related stocks and the implications for investors at different life stages. Some of the topics covered: Portfolio rebalancing strategies during market highs Retirement planning

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32:41

Episode 230: The 5 Most Important Areas to Address in...

The Retirement Matters Show with Dale Smothers ·

2025/09/18

On this episode of the Retirement Matters Podcast, we explore the five most important areas to address in your retirement plan. These core topics can help guide you toward a more confident and well-structured retirement—whether you're approaching retirement age or just starting to plan for the future. Recorded live on September 13th during a challenging week in the news, this episode opens with a moment of reflection. 🎧 Listen in to discover: The 5 critical areas every retirement plan should

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34:15

Episode 229: Financial Winter: What It Is and How to...

The Retirement Matters Show with Dale Smothers ·

2025/09/12

On this episode of the Retirement Matters Podcast, we explore financial winter—a seasonal slowdown in the markets that often begins in late summer and can extend through the fall. While it’s not a reason to panic, it is a time to be prepared, especially for those nearing or in retirement. We discuss why this seasonal trend occurs, what factors could make this year's financial winter more significant, and how to adjust your investment strategy based on where you are in your retirement journey

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33:29

Episode 228: You Have Questions We Have Answers

The Retirement Matters Show with Dale Smothers ·

2025/09/05

On this episode of the Retirement Matters podcast, we’re diving into one of our favorite segments — Questions from Listeners! If you’ve ever wondered, “Am I going to be okay in retirement?” or “Will I have enough money to last?” — you’re not alone. These are the core concerns we hear time and time again, and in this episode, we tackle some of the most common (and important) ones. From long-term care planning to tax strategies, income planning, and inflation, we’re covering a wide range of questions

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32:56

Episode 227: The Fed Is Cutting Rates — What Retirees...

The Retirement Matters Show with Dale Smothers ·

2025/08/29

On this episode of the Retirement Matters Podcast, we go into what retirees and those planning for retirement should be doing now based on their time horizon and investment philosophy. This show originally aired live on August 23, 2025, and references the Federal Reserve’s announcement from Friday, August 22, 2025, about an expected rate cut coming in September 2025. We discuss how the market reacted to this news, with many retirement accounts, including 401(k)s, reaching higher valuations than ever

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32:47

Episode 226: What a Cruise Can Teach You About...

The Retirement Matters Show with Dale Smothers ·

2025/08/22

On this episode of the Retirement Matters podcast, we have a little fun drawing parallels between going on a cruise and preparing for retirement. From the importance of having a plan (or itinerary), to the value of having more than just a captain steering the ship, we explore how retirement planning can benefit from the same structure, foresight, and support that make a cruise successful. We also talk about things like reducing the impact of financial "waves" and why it's helpful to have a team

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244 results

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