Dialed-In Planning Why Everything Really Will Be Okay

In this episode of Retire Your Way, Dale Soutas tackles what sets confident retirees apart from the anxious—solid planning. While political town halls and market headlines may rattle many, Dale's clients stay calm because their strategies are already built to withstand uncertainty. With a personalized, dialed-in retirement plan, there's no need to panic when the news cycle turns negative. Dale shares the story behind the plaque on his desk: “Not to spoil the ending, but everything’s going to be okay.” He explains how avoiding high-fee mutual funds and shifting to low-cost alternatives like ETFs can significantly improve long-term outcomes.

The episode breaks down how hidden fees—12b-1s, front loads, and back loads—quietly erode retirement savings. Listeners also learn why fee analysis is essential, and how even 1–1.5% can reduce a future nest egg more than they think. Dale offers free portfolio reviews to uncover these costs and build smarter investment strategies. Finally, he highlights the power of employer matches in 401(k) plans and how to fully leverage them. Whether you're in the accumulation or distribution phase, this episode offers clarity, calm, and real financial insight.

Soutas Financial & Insurance Solutions

333 West Shaw Avenue
Suite 106
Fresno, CA 93704

Phone: 559.230.1648
Fax: 559.230.1651

 

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