HeyJaredThe Retirement Matters Show with Dale Smothers
The Retirement Matters Show: Ready for Retirement is the podcast created to help you retire the way you desire- with clarity, confidence, and purpose. Retirement planning can feel overwhelming, and without a clear strategy, it's easy to delay taking action.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
The 5 Retirement Planning Areas You Need Before Taking Income (opens the original)
Read excerpt
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 doi
Is Your Retirement Advisor Actually Working for You? (opens the original)
Read excerpt
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 st
Evening Edition Fox Business: How to Enter Retirement With Financial Confidence (opens the original)
Read excerpt
Americans now estimate they need a record $1.46 million to retire comfortably by age 65. Financial coverage highlights that 46% of U.S. adults feel unprepared, and impending Social Security trust fund shortfalls add urgency to personal savings strategies. With rising costs of everything, making smart money moves have become more important than ever. Dale Smothers, founder of R.D. Smothers Wealth Management, joins Tonya Powers with the Evening Edit at Fox Business to share his best advice on how
How to Retire Confidently- and Save on Kentucky Taxes (opens the original)
Read excerpt
Are you afraid of running out of money in retirement? In this episode of the Retirement Matters Podcast, Dale Smothers tackles that fear head-on- and share why having the confidence to actually spend what you've saved is just as important as saving it in the first place. Plus: a Kentucky-specific tax strategy every retiree should know about- the state retirement income exclusion. If you live in Kentucky, this could save you real money. Not in Kentucky? Many other states offer something similar,
How the Homestead Exemption Could Lower Your Property Taxes in Retirement (opens the original)
Read excerpt
On this episode of the Retirement Matters Podcast, Dale Smothers brings in guest: Local PVA Chad Shively to break down the homestead exemption for Kentucky retirees and why listeners in every state should be paying attention too. Every state offers some version of this exemption; some save you more, some save you less, but almost all of them are underused simply because retirees don't know to ask. In this episode: What the homestead exemption is and how it can reduce your property tax burden in
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.
See coverage about The Retirement Matters Show with Dale Smothers