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
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
Alot of people don't understand how long-term care programs work here in California. We have special rules that can help ones to protect their assets and not go, you know, broke trying to care for a loved one. Find Out More...
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
Is my income going to be enough to retire? Will it Last? Stay Tuned!
#retirementincome
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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.