The Retirement Matters Show with Dale Smothers

Episode 230: The 5 Most Important Areas to Address in Your Retirement Plan


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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 cover

  • Why each piece matters and how they work together

  • Tips for both pre-retirees and younger investors navigating today's market

Our team is here to help you Retire the Way You Desire™! Give us a call at 270.600.7526 or schedule a time that works best for you here: https://rdsmotherswealth.com/contact/

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Always remember to Save Money, Plan Well, and Live Happy in Retirement

DISCLOSURE: R.D. Smothers Wealth Management is a state-registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

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The Retirement Matters Show with Dale SmothersBy Dale Smothers

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