Give Every Dollar in Your Portfolio a Job: Growth, Taxes & Keeping More of Your Money in Retirement

Every dollar in your portfolio should have a job, but figuring out what that job is could be its own show. In this episode of the Retirement Matters Podcast, we go beyond asset allocation to talk about giving your money real purpose for the long haul, plus how to keep more of your hard-earned money by paying less to the IRS. It's a tightly packed episode, so expect to walk away with more than you came in with. 📞 Have questions about your own retirement plan? Call our team at 270.600.PLAN or visit rdsmotherswealth.com/contact. Enjoying the show? Leaving a review on your podcast platform of choice genuinely helps us reach more people who need this content- we'd be grateful if you took a minute to leave one. #RetirementPlanning #TaxStrategy #RetirementIncome Retire the Way You Desire™   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.