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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

32:10

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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32:03

Episode 225: The Importance of a Plan for Income,...

The Retirement Matters Show with Dale Smothers ·

2025/08/15

On this episode of the Retirement Matters Podcast, we explore why having a well-crafted income plan, tax plan, and investment plan plays an important role as you enter or approach retirement. For those age 59 and above, transitioning into the retirement income phase involves a different set of challenges than during the accumulation years. The climb up the mountain (your growth phase) is only half the journey; coming down safely requires a different mindset, careful planning, and often, the guidance

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32:37

Episode 224: Why Planning for Health Care in...

The Retirement Matters Show with Dale Smothers ·

2025/08/08

On this episode of the Retirement Matters Podcast... We take a deep dive into one of the most critical yet often underestimated components of retirement planning: health care. At RDS Wealth, we approach retirement planning through our Retirement Atlas™, which outlines five key areas of focus: Income, Investments, Taxes, Health Care, and Legacy. This episode focuses specifically on the Health Care component of that framework, and why it’s essential to have a strategy in place for managing

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29:55

Episode 223: Key Retirement Decisions at 55, 59½, and...

The Retirement Matters Show with Dale Smothers ·

2025/08/01

On this episode of the Retirement Matters Podcast, we’re diving into critical retirement planning strategies—from when to take Social Security to how you may be able to take control of your 401(k) before you retire. We’ll also break down how required minimum distributions (RMDs) can impact your plan and what to consider well before they apply. In this episode, we cover: Options for accessing or managing your 401(k) before retirement Important retirement age milestones and what decisions to make

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34:03

Episode 222: Retiring with Enough: What It Really...

The Retirement Matters Show with Dale Smothers ·

2025/07/25

On this episode of the Retirement Matters Podcast, we explore what it truly means to have enough—not just financially in retirement, but in life as a whole. It's part of our ongoing Pause for Positivity series, and this uplifting theme runs throughout the entire episode. We also spotlight our Retirement Readiness Class, which took place in July and is offered at various times throughout the year in multiple locations across South Central Kentucky and North Central Tennessee. If you're over age 60

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31:25

Episode 221: How the Big Beautiful Bill Will Impact...

The Retirement Matters Show with Dale Smothers ·

2025/07/18

On this episode of the Retirement Matters podcast, we dive into the newly signed legislation known as the “Big Beautiful Bill,” officially enacted on July 1, 2025. This law was designed to make the 2017 tax cuts permanent, but it goes even further—with several new provisions that could significantly benefit middle-class retirees. We break down the key changes, what they mean for your retirement income plan, and how these updates might affect your retirement tax strategy. While the bill doesn't

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31:39

Episode 220: Living vs. Existing in Retirement: Make...

The Retirement Matters Show with Dale Smothers ·

2025/07/11

On this episode of the Retirement Matters Podcast, you’re going be listening to a radio show that was first recorded and then broadcasted live on January 5, 2025, across multiple stations in Tennessee and Kentucky. The first two segments celebrate America turning 249 years old and explore recent positive milestones. But the third segment is especially important — it dives deep into the difference between living in retirement versus merely existing in it. Discover how your planning can shape the

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31:25

Episode 219: 401(k) Pros and Cons: Should You Keep It...

The Retirement Matters Show with Dale Smothers ·

2025/07/04

On this episode of the Retirement Matters podcast, we dive into the pros and cons of the 401(k), and discuss why—if you're approaching age 60—it may be worth exploring whether moving from a 401(k) to an IRA could be a better fit for your retirement strategy. Many individuals still have money sitting in old 401(k)s from previous employers or remain in a 401(k) plan even after retirement. In some cases, this might not be the most efficient use of those funds—but it really depends on your individual

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32:28

Episode 218: How Will War in the East Affect the...

The Retirement Matters Show with Dale Smothers ·

2025/06/27

On this episode of the Retirement Matters Podcast, we tackle one of the most timely and pressing global events: the recent attacks by Israel on Iran—and what it could mean for the markets. This conversation explores how geopolitical conflict, especially in the Middle East, can impact investors and shape short- and long-term market trends. Depending on when you're listening to this, the situation may have evolved—but the key question remains: how should investors respond in times of global

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236 results

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