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Content provided by Dale Soutas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dale Soutas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Retire Your Way with Dale Soutas

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Manage series 3700946
Content provided by Dale Soutas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dale Soutas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
  continue reading

55 episodes

Artwork
iconShare
 
Manage series 3700946
Content provided by Dale Soutas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dale Soutas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
  continue reading

55 episodes

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