Is Your Retirement Advisor Actually Working for You?

On this episode of Retirement Matters, Dale Smothers covers a wide range of topics retirees and pre-retirees need to hear right now- including how to know if your financial advisor is actually working in your best interest, what's happening in the bond market and how it could affect your retirement accounts in both the short and long term, and a breakdown of key tax considerations heading into retirement. Dale also shares the specific markers that signal you're truly ready to walk away from a stable paycheck and why so many people retire "okay" but never get the confident, fully-planned retirement they worked so hard for. 📞 Ready to build a plan you can walk into retirement with confidence? Call 270.600.PLAN or visit rdsmotherswealth.com/contact #RetirementMattersPodcast #RetirementPlanning #RetireTheWayYouDesire #RDSWealthManagement #retirement Save Money. Plan Well. Live Happy.™ 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.