Retire Your Way with Dale Soutas

Do You Have the Tools You Need for Future Income?

There's a variety of big tools that can provide big income. We show you how to use these tools for future income. Then you can stop worrying about your money if you have your income solved!
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Will You be Able to do All the Things You Want to do When You Retire?

I had a really nice couple come back in. I first saw him last year, end of the year, and they came back in, and I hadn't seen them since then, but they'd been thinking about all the things we've been talking about. I gave him homework. They did their homework. I did their planning. And he's finally retired, and he says, let's get this thing rolling. Let's get it started. And so it was really encouraging to see them.
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Insurance Companies-Canceling Home Insurance Coverages or Not Offering Brand New Home Builds

Insurance companies, canceling home insurance coverages or not offering brand new home builds. We're looking at everything from hurricanes to wildfires. We'll talk about what that means right here in California, retirement, age gaps for men and women, what's going to cost you over $300, 000 in your own retirement out of your pockets that you can't cover...
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Estate Planning and How Important it is to Have Your Legal Documents in Order

Today we want to talk about estate planning options and how important it is to have your legal documents in order and beneficiaries properly designated. There's things like that that can create real big problems for you in many different ways down the road. Yes, and I know that it must be confusing a lot of people because we received several phone calls over the weekend. And we encourage you to do so as well, whether it's about estate planning, whether it's about taxes, whether it's about tools, whether it's about building an income strategy, whether it's how or when to take your Social Security to maximize it...
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Putting Together an Income Plan for Retirement

Well, you know, we talk a lot about, putting together maybe an income plan for retirement, or how to keep up with inflation or taxes, these various things. But you know, it's interesting because I get it regularly where people say, you know...like, I had a couple a week or so back. They don't have children, you know, they would like to spend all their money and maybe spend the last dollar the last day they take their last breathe.
But you know in other words there's some even if they have children and such that's not their main priority, it's not how much we can leave to the kids and grandkids it's you know, we don't want to run out of money. I I get that.But what if something happens to us and we still have assets, you know, money, Investments, properties, Where do you want it to go? 
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Inflation-Should You be Concerned About It?

We keep running into ones who are concerned about inflation, obviously, because, you know, lately, finally, we've seen things start skyrocketing, not finally in a good way, but for so long it's been so low. We've got some client's case studies that we can chat about, too.

Annuties-What You May Know & What You May Not Know...

Now, a variation of a fixed annuity is what they call a fixed index. So instead of putting 5 % in your annuity contract, what the insurance company does is simply buy options on various indexes like the S &P 500 or the you know, there's a number of different indexes you can participate in where your money doesn't actually touch the stock market. The insurance company just buys the right to lock in today's value.

Is a million dollars the number that we're all shooting for to retire...?

We position a portion of it to provide some guaranteed lifetime income, just a portion of his retirement, leaving most everything liquid and keep it balanced.