Retire Your Way with Dale Soutas
Every week, Dale discusses pressing financial topics of the week, ranging from reliable income strategies to our financial markets, including Social Security, tax strategies, wealth management, RMDs, legacy planning, long -term care solutions and most importantly how to make sure you have enough guaranteed lifetime income to retire your way with choice and dignity from taxes to trends to total transparency...Dale covers it all. Hear thoughts/answers to common concerns & questions on retirement. Especially how to keep your focus on the more important things in life like: family, goals hobbies/interests rather than money. In-other words, how to have real confidence your income and money will last, keep up with inflation and tips on minimizing taxes along the way by having a retirement income plan designed around you. Create a lifetime “Pay Check” to pay the bills, a “Play Check” to do the fun things you desire and when things slow down a “Care Check” to provide care in your own home or some kind of assisted living ‘cruise ship on land’ and stay out of a nursing home if at all possible.
Listen on:
Episodes
Saturday Mar 15, 2025
Saturday Mar 15, 2025
Not sure what's going on and want to know exactly where you're at right now as far as your financial planning for retirement? Give us call, 1-833-856-1382. You can sit down with Dale and his team and it's no cost to you to have this conversation.
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Saturday Mar 01, 2025
Saturday Mar 01, 2025
Lots going on, which I think is a good thing right now when it comes to markets, when it comes to planning. We're hearing a few different announcements across the country, which have kind of shaken things up as far as retirement planning. We'll talk a little bit about that. But I think on today's program, we'd like to see if we can help untangle some people's knots. We'll maybe go through some actual case studies, some people that you've been talking to and kind of their questions. I think people love when we do that. When we get the actual kinds of questions on how you help them be and stay retired.
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Sunday Feb 23, 2025
Sunday Feb 23, 2025
We'll talk about some of the seismic shifts that are happening, not just in the financial services industry, but to kind of estate planning, keeping oney in your family. So we're going to talk about a little bit in estate planning how do we transfer that wealth to the next generation.
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025
You stop working, you need a paycheck to pay the bills. If social security is not enough and /or pensions, then how do you create additional guaranteed income on top of that like your social security pensions?
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Friday Feb 14, 2025
Friday Feb 14, 2025
When we have a home we've paid off, These investment accounts, these 401K's-Our Life's work... Shouldn't they be protected?
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Wednesday Feb 12, 2025
Wednesday Feb 12, 2025
Make sure your insurance is up to date. Minimize unnecessary costs on insurance. Put less emphasis on things and more on self.
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Friday Nov 22, 2024
Friday Nov 22, 2024
We show people how Not to do things and How TO do things in relation to taxes and retirement at our Live Events at Fresno State.
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Friday Nov 22, 2024
Friday Nov 22, 2024
How You Can Take Advantage of Your Savings for the Future. Wealth transfer and where is that money going to go? Find out...today!
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Soutas Financial & Insurance Solutions
Retirement planning is a critical part of financial planning, and we specialize in providing retirement planning services. Whether you’re just starting your career or planning to retire soon, we can help you create a retirement plan that aligns with your goals and aspirations.