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 support throughout your retirement planning journey.

Have any questions? Call us at 270-600-PLAN to connect with a member of our team who can help you navigate this important phase or schedule a time that works best for you here: https://rdsmotherswealth.com/contact/

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

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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.