Retire Your Way with Dale Soutas

By 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, ... more

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FAQs about Retire Your Way with Dale Soutas:

How many episodes does Retire Your Way with Dale Soutas have?

The podcast currently has 86 episodes available.

Retire Your Way with Dale Soutas episodes:

March 15, 2025 Are You Worried About Your Career During These Uncertain Times?
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
54min
March 01, 2025 Creating Additional Income Down the Road...
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
54min
February 23, 2025 Estate Planning-Why So Important
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
54min
February 19, 2025 Do You Need Long Term Care Health Insurance?
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
54min
February 15, 2025 Wills & Trusts...What you Need to Know
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
27min
February 13, 2025 Wealth & Health for 2025
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
54min
November 22, 2024 How Social Security Works and How to Maximize It
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
54min
November 22, 2024 How You Can Take Advantage of Your Savings for the Future
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559.230.1648
Fax: 559.230.1651

#financialplanning #financialadvisor #financialconsultant #incomeplanning #retirementincome #retirementplanning
...more
54min
November 12, 2024 When You Retire Will You Have a Decent Income?
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559-230-1648
Fax: 559-230-1651

...more
54min
November 06, 2024 The Inflation Hangover and What it Means for You
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 Avenue
Suite 106
Fresno, CA 93704
Phone: 559-230-1648
Fax: 559-230-1651
...more
54min

FAQs about Retire Your Way with Dale Soutas:

How many episodes does Retire Your Way with Dale Soutas have?

The podcast currently has 86 episodes available.