Dale Soutas

Retire Your Way with Dale Soutas

Business EN ↓ 78 episodes

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/i...

Author

Dale Soutas

Category

Business

Podcast website

soutasfinancial.podbean.com

Latest episode

Jul 8, 2026

Where to listen?

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Episodes

Is a million dollars the number that we're all shooting for to retire...? 16.07.2024

We position a portion of it to provide some guaranteed lifetime income , just a portion of his retirement, leaving most everything liquid and keep it balanced.

How Long-term Care Works in California 10.07.2024

Alot of people don't understand how long-term care programs work here in California. We have special rules that can help ones to protect their assets and not go, you know, broke trying to care for a loved one. Find Out More...

Did I Save Enough? 09.07.2024

Is my income going to be enough to retire ? Will it Last? Stay Tuned!  #retirementincome #fresnofinancialadvisor

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