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.
Episodes
Apr 17, 2025
Apr 17, 2025
54 min
“Retirement at Risk: Navigating Market Volatility Without Losing Sleep”
In Today's Episode of Retire Your Way with Dale Soutas, Dale tackles the current wave of market volatility with clear-headed strategies for those nearing or entering retirement. Drawing from past financial crises—like 2008, the dot-com bust, and the 2020 crash—he reminds listeners that markets do recover, but retirees may not have the luxury of time. Dale emphasizes the need for stable, guaranteed income planning and portfolio protection in unpredictable markets. With real talk and real solutions, this episode delivers calm in the chaos. If your retirement feels at risk, this conversation is a must-listen.
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Apr 17, 2025
Apr 17, 2025
54 min
Does the New Administration in Washington DC Affect Me? That is something that we do hear a lot.
I certainly have heard it at parties and gatherings and just random people at events
that you meet and say, "I'm never gonna retire. Either I love what I do or I don't think I can retire 'cause I don't know if I have enough, but I'm gonna work forever. I'm gonna work as long as I can because I like to or because I have to." Is that realistic?
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Apr 11, 2025
Apr 11, 2025
54 min
How Much Do You Know You Need to Save if you want to be career -free for 30, 35, 40 years, how do you know?" Why should I or do I need to even use an advisor?" They think, "No, what's it going to be like?" They just hold back. "Why do I need to go in and see somebody about my retirement?" Then when they do, they're amazed that, Wow, I didn't know that I didn't know this...
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Mar 24, 2025
Mar 24, 2025
54 min
Maybe we can create the income immediately or create the income in a year or two. It's very flexible. Depending on the situation you may have that time to really get things cranking to produce more income down the road, which is in your benefit too. And this is a quite simple approach. This was from an IRA rollover. You can easily move from one position to another...
Soutas Financial & Insurance Solutions
333 West Shaw AvenueSuite 106Fresno, CA 93704
Phone: 559.230.1648Fax: 559.230.1651
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Mar 15, 2025
Mar 15, 2025
54 min
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
Mar 1, 2025
Mar 1, 2025
54 min
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
Feb 23, 2025
Feb 23, 2025
54 min
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
Feb 19, 2025
Feb 19, 2025
54 min
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
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.