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
Feb 14, 2025
Feb 14, 2025
27 min
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
Feb 12, 2025
Feb 12, 2025
54 min
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
Nov 22, 2024
Nov 22, 2024
54 min
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
Nov 22, 2024
Nov 22, 2024
54 min
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
Nov 12, 2024
Nov 12, 2024
54 min
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
Nov 5, 2024
Nov 5, 2024
54 min
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
Oct 30, 2024
Oct 30, 2024
54 min
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
Oct 19, 2024
Oct 19, 2024
54 min
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
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.