How Much Is Enough? Navigating Retirement with Clarity and Confidence

In this episode of Retire Your Way with Dale Soutas, we tackle one of the biggest retirement questions: “How much do I really need to retire?” While headlines toss around numbers like $1 million or $3 million, the truth is—it depends. Dale shares real-life stories from people he's met, including one man from the Bay Area trying to pin down the magic number. But retirement isn't just about dollars—it's about purpose. Before crunching numbers, Dale asks his clients deeper questions: What do you want to do in retirement? Travel, pickleball, or time with grandkids?

Using a clever GPS and parachute analogy, he illustrates how retirement plans—like flight paths—need monitoring to stay on course. If you’re flying blind, your retirement could be blown way off track. We’ll also explore how income sources like Social Security, pensions, and rental income factor into your plan. Plus, Dale dives into solutions for unexpected life events, such as caring for aging loved ones and finding support through programs like IHSS. This episode offers both insight and reassurance—reminding listeners that clarity, flexibility, and planning are the real keys to retirement peace of mind.

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Soutas Financial & Insurance Solutions

333 West Shaw Avenue
Suite 106
Fresno, CA 93704

Phone: 559.230.1648
Fax: 559.230.1651