3 days ago
Retirement Planning Needs a PTO Policy
In this episode of Retire Your Way with Dale Soutas, we take on a bold idea: what if employers offered paid time off for financial planning? Retirement shouldn’t be an after-hours burden or a Saturday sacrifice. Dale shares why planning your future is just as critical as visiting the doctor—and deserves real-time, not leftover time. With people living longer, working later, and facing more market volatility, it's time to rethink how we support aging employees. You’ll hear real stories of individuals who couldn’t wait to retire—and those who almost missed their window due to poor timing.
We break down why people in their 50s, 60s, and 70s don’t have time to recover from big investment losses. Plus, Dale walks you through what a proper retirement strategy should include: tax planning, income longevity, and legacy protection. We'll explore why risk management becomes more vital with age, and how to build a financial plan that adjusts to life’s curveballs. From guaranteed income options to asset flexibility, you’ll gain clarity on protecting your retirement lifestyle. And yes, we’ll challenge the idea that financial advisors are scary—it’s not painful, we promise. Tune in to take that first step—without a seatbelt—toward a future you actually want to live.
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