Retire Your Way with Dale Soutas: Recent Episodes
Dale Soutas
On today’s show Dale discusses how hobbies relate to financial planing and making sure your plan is customized for you.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses how hobbies relate to your financial planning and how to make sure your plan is customized to you.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On a new edition of Retire Your Way with Dale, h kicks off the show with a discussion about the common retirement planning rules of thumb and why it's important to be updating your plan to reflect changes in the world of finance and offers tips for saving your retirement dollars in an economy plagued by high interest rates, market volatility and recessionary fears
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On this edition of Retire Your Way withDale Soutas, Dale explores five tips to help you get ahead of the curve when it comes to your retirement plan and shares the biggest regrets retirees have about their financial planning journey and how to avoid them
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses the most common retirement planning concerns and how you can plan ahead to protect your retirement dollars and stress-levels along the way. And, Dale is back with answers to your questions in a new 'Ask The Advisor.'
Reach out to Dale at (888) 571-7010 or Dale Soutas.
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On the latest episode of Retire Your Way, Dale shares some of the common concerns, misconceptions and myths that prevent folks from working with a financial advisor. In addition, he explores the components you need to have in your plan to build that guaranteed income for life.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On a new episode of Retire Your Way with Dale Soutas, Dale, explores the costliest and common mistakes folks make when investing to build their nest egg with strategies to help you avoid making them. Also, he shares a few tips for folks looking to accelerate that retirement timeline and bump up that retirement date.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On this episode of Retire Your Way, Dale explores the most searched financial planning questions online and offer answers for each scenario. He also breaks down the decumulation phase in retirement and how imperative planning is when approaching that juncture.
Reach out to Dale at (888) 571-7010
or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses some of the more common questions about retirement planning start with what, when and how–and in an effort to bring some clarity to the transition into retirement, we have a few pointers that you can incorporate into your plan a decade before the big day. Also is your retirement in jeopardy?
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses the “three things to avoid in polite conversation?” Money, politics and religion. Well, when it comes to your relationship–discussing your finances with your spouse is a whole other story. Communication is key to finding financial security, peace of mind and freedom in retirement,
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On this episode of Retire Your Way, Dale explore the most searched financial planning questions online and offer answers for each scenario. Dale also explores the factors to consider when approaching retirement and offer tips for how to make the transition easier for you.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On a new episode of Retire Your Way with Dale Soutas the advisor takes the hot seat for a Family Feud inspired challenge titled Financial Feud using the results of the 2023 EBRI Retirement Confidence Survey. Also Dale explores the benefits of Roth IRAs and how they differ from the 401k.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On the latest episode of Retire Your Way with Dale Soutas, Dale explains the true key to enjoying a successful financial security in retirement and offers strategies for helping to provide lifetime income in retirement & explores behavioral finance as emotions play a significant role in determining your financial future.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On the latest episode of Retire Your Way with Dale Soutas he explains the true key to enjoying a successful financial security in retirement and offers strategies for helping to provide lifetime income in retirement & explores behavioral finance as emotions play a significant role in determining your financial future
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On the latest episode of Retire Your Way with Dale Soutas we sent Dave Perkins on the street to ask how folks have planned for retirement and their biggest retirement concerns and he'll offer strategies for helping to provide lifetime income in retirement
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale covers some of the most iconic examples of financial planning do's and don'ts from Hollywood and separates fact from fiction in another edition of Financial Planning Mythbusters and explains why it is so imperative to have a plan for your retirement.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale explores the most searched financial planning questions online and offer answers for each scenario, also what factors to consider when approaching retirement and offer tips for how to make the transition easier for you.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses:
If you’re nearing retirement, you may wonder what the best retirement income investment is and how you’ll turn your savings into income. There are many factors to consider when choosing retirement investments, including retirement age, savings amount and risk tolerance. Also, how to protect your nest egg during high inflation and raising interest rates
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses
Silicon Valley banking failure that sent many depositors into a tailspin, as folks began panicking and withdrawing their money to protect their portfolios. This created a bank run–in conjunction with lack of diversification, and the bank had to sell more assets at further losses, creating even more issues internally. Also, the biggest retirement regrets
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses
Tax filing season is heating up. This week we highlight five ways taxes could potentially take a bite out of your retirement savings. We’ll offer some tips to help retirees navigate through tax season. Plus the closer you get to retirement the more important certain milestones and ages become to your retirement planning playbook
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses
Maximizing our savings and continue to grow the nest egg is always on the mind. Here are eight places you can stash your savings with some offering guaranteed growth and details on where not to put your money
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses
Making sure you have enough socked away for retirement is not an easy task because there is no right answer. By using a retirement income replacement rate can help achieve your retirement goals. We’ll answer the most common questions.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses
that saving for retirement is simple but not easy. Simple because all we have to do is save money. Not easy because it can seem overwhelming. We’ve put together some simple tips that can make a big difference in your retirement and how a solid distribution strategy is so important
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses:
How saving early and often can lead to a successful retirement. It sounds simple but it’s not easy. In addition, we’ve got some jaw dropping retirement stats…some good and some not so good.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
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On today’s show Dale discusses :
One of the biggest fears in retirement is running out of money. The good news is there are strategies available to help you get guaranteed income in retirement. The most effective guaranteed income streams are launched well before retirement age. In addition, a startling new study of Americans saving habits
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.
On today’s show Dale discusses:
Planning for retirement is challenging at best. Financial advisors from around the country were surveyed by the money management firm Natixix to find out what they think some of the biggest retirement planning mistakes people make. Also,when you have a big life change, you may consider speaking with a spouse, doctor, attorney, or take to your social media page for advice.. but there are plenty of life events that you should speak with your financial advisor about.
Reach out to Dale at (888) 571-7010 or https://soutas.com/
See omnystudio.com/listener for privacy information.