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
Oct 15, 2024
Oct 15, 2024
54 min
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
Oct 9, 2024
Oct 9, 2024
54 min
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
Sep 30, 2024
Sep 30, 2024
54 min
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
Sep 17, 2024
Sep 17, 2024
54 min
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
Sep 16, 2024
Sep 16, 2024
54 min
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!
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Sep 12, 2024
Sep 12, 2024
54 min
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.
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Aug 23, 2024
Aug 23, 2024
54 min
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...
#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
Aug 23, 2024
Aug 23, 2024
54 min
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...
#estateplanning
#financialplanner
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.