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 on your retirement outlook.

At R.D. Smothers Wealth Management, our mission is to be your partner in planning and to help you move confidently toward your retirement goals. If you have questions or need help creating your personalized plan, reach out to our team at 270-600-PLAN. We'll take the time to understand where you are, where you desire to be, and the best next steps to get you there.

Our team is here to help you Retire the Way You Desire™️!

Schedule a time that that works best for you here: https://rdsmotherswealth.com/contact/

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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.