Riding the Retirement Wave... Are You Prepared?

In this episode of Retire Your Way with Dale Soutas, we dive into the massive retirement wave sweeping across America. Over 80 million Americans will be over 65 by 2040, creating historic pressure on financial systems, healthcare, and housing. But today's 65-year-olds aren’t slowing down — they’re active, vibrant, and living longer. That means they’ll need income that lasts longer too. Dale breaks down what this tidal wave means for Medicare, home downsizing, and long-term care. You’ll also hear how automatic “forced savings” plans like 401(k)s can help — but why that’s often not enough.

If market volatility has you worried, now is the time to review your retirement strategy. You no longer have the decades to recover from big losses. Dale explains how certain annuities can provide tax-free income, even long-term care benefits — regardless of your health status. Learn how one couple started early and set themselves up for $100K+ per year, tax-free. Whether you’re 35 or 65, the sooner you start planning, the better. Retirement may be coming like a wave — but with the right tools, you can ride it.

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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