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.
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Episodes
Tuesday Nov 12, 2024
Tuesday Nov 12, 2024
Future 401K's on top of your social security. How are taxes affected then? Is it wise to defer those taxes now? What about Roth conversions? Stay tuned!
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559-230-1648Fax: 559-230-1651
Tuesday Nov 05, 2024
Tuesday Nov 05, 2024
What costs do we have with Real Estate when we're going into retirement? You still have taxes, maintenance and repairs. Things break break down you have to replace. What can you do to prepare? In our second half...Medicare Cost of Living Adjustments. Cost of living adjustments, do they help you keep pace with inflation? Your monthly spend and how we can help you pay attention to it.
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559-230-1648Fax: 559-230-1651
Wednesday Oct 30, 2024
Wednesday Oct 30, 2024
Stocks, bonds & cash...enough right? Don't forget about annuities. TSA's: Tax sheltered annuities. What are they? Do they give you more options?...Find out today. In our second half...Doing the math, getting it correct checking the inputs helping people with inflation, taxes and realistic costs.
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 Oct 19, 2024
Saturday Oct 19, 2024
Health Care Costs in Retirement. I don't have to worry about that I'll have my Medicare for that...? There's alot of outsider costs that you might not realize actually over a long retirement. Do you have enough set aside to cover the costs? Also in our second half, mitigating risks because of what happens with the market. Longevity risk, living longer. How do you plan for that...?
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559-230-1648Fax: 559-230-1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Tuesday Oct 15, 2024
Tuesday Oct 15, 2024
We've Got It Dialed In...We know what to ask. It's our specialty. We're focused on how to help people know that in retirement that their money and income will last. Keep up with inflation and all those things that worry people.
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 Oct 09, 2024
Wednesday Oct 09, 2024
Do you feel like you're trapped? Oh, Is it gonna work...my retirement? I'm already retired. Did I do it right? We want to help people not feel bad and free up their mind...
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Monday Sep 30, 2024
Monday Sep 30, 2024
There's different kinds of risk factors...Portfolio risk, how much risk should I be in when getting closer to retirement? It's not as important as how much risk I'm in earlier...Most people think about stock market risk but there's alot of other risks to be aware of...So how do you mitigate risk in all different facets of financial life...
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Tuesday Sep 17, 2024
Tuesday Sep 17, 2024
You don't know what you don't know about retirement planning. As an example do you know how to protect your hard earned assets from spend down?
#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.