Dale Smothers, MBA, RICP®

Dale Smothers, MBA, RICP®

Founder, President and Financial Planner, RDS Wealth Management

Dale Smothers is the founder, president and a financial planner at RDS Wealth Management. He has spent his career in the financial services industry, working with retirees who are looking to worry less about their retirement income. Dale's years of experience working with his clients have helped shape the retirement investment philosophy of RDS Wealth.

Dale understands that many people, by age 60 or 70, are looking more to preserve what they have as opposed to risking what they have just to make more appear. For that reason, he built and trademarked the firm's planning process, The Retirement Atlas™, designed to navigate the journey of retirement.

Dale hosts a podcast and radio show, "The Retirement Matters Show," where he talks directly to his listeners about the issues facing them in retirement and urges listeners to Save Money, Plan Well and Live Happy™.

Phone: (270) 600-7526 | Email: contact@rdswealth.com | Website: www.rdswealth.com

Latest articles by Dale Smothers, MBA, RICP®

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Could a Roth Conversion Today Make You Wealthier Tomorrow?

Roth conversions sound like a no-brainer — pay more tax now to pay less in future. But you need to understand your tax bracket to make sure they'll work for you.