On this episode of the Retirement Matters podcast, we wrap up 2025 by sharing several encouraging stories and discussing recent developments related to retirement planning and the financial landscape. We also spend time discussing the 4% rule, including how it is commonly referenced in retirement planning conversations and why it continues to be a topic of interest when thinking about withdrawal strategies.

As we close out the year, we reflect on key themes from 2025 and look ahead to continuing the conversation in 2026. If you have questions about retirement planning or would like to schedule a conversation to discuss your personal situation, we invite you to reach out to us at a time that is convenient for you. Thank you for your continued support, and we look forward to sharing more educational discussions in future episodes.

Our team is here to help you retire the way you have always imagined! If you have any questions, please feel free to give us a call at 270.600.PLAN!

Schedule a time that works best for you here: https://rdsmotherswealth.com/contact/

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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.