The 5 Retirement Planning Areas You Need Before Taking Income

Investing is only one piece of a real retirement plan. In this episode of the Retirement Matters Podcast, we break down why income planning, tax planning, healthcare planning, and legacy planning all have to work together with your investment strategy- not sit in separate silos- especially as you approach the retirement income phase. If you're getting close to retirement, this episode brings it all together in one place so you understand what each part of your plan is actually supposed to be doing for you. Why investing alone isn't a retirement plan How income, tax, healthcare, and legacy planning connect What "having it all work together" actually looks like Why this matters most as you approach the income phase Book a complimentary review with our team: 270.600.PLAN | rdsmotherswealth.com/contact #RetirementMattersPodcast #RetirementPlanning #RetireTheWayYouDesire #RDSWealthManagement 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.