Retiring Well with Dave Solomon

Are the old rules of retirement income still serving you, or is it time to reconsider your plans? Dive into a conversation where Dave Solomon and Mark Elliott tackle market volatility, shifting interest rates, and the real world impact of political uncertainty on your nest egg. Explore how strategies like Roth conversions and diversified income approaches could reshape your financial future, uncov...

How do you turn a lifetime of saving into a life you truly enjoy? When the rules of retirement—from Social Security to Roth conversions—seem endlessly complex, even a well-padded nest egg comes with tough questions. Retirement advisor Dave Solomon reveals the unseen choices, challenges, and missteps that can reshape your future, while exploring why timing, taxes, and purpose matter more than you t...

What’s more daunting—saving for retirement, or finally spending what you’ve saved? This episode explores the surprising anxieties people face when transitioning from accumulation to distribution, and why even well-prepared retirees hesitate to enjoy their golden years. Join the conversation as Dave Solomon unpacks how to find that sweet spot between financial security and living the retirement you...

Is your retirement plan ready for life's curveballs, or just wishfully hoping things go right?" In a world flooded with confusing headlines, volatile markets, and shifting personal priorities, this episode explores how today’s retirees chart a course through uncertainty. Dave Solomon shares insights on bridging income gaps, handling healthcare costs, and making sense of constantly changing rules—a...

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

“What does it really mean to retire well?” In this episode, Dave Solomon unpacks the unexpected challenges retirees face when money alone isn't enough—revealing how passion and purpose drive true fulfillment. Discover how innovative investments, like the SpaceX IPO, or strategies such as Roth conversions, are only part of the journey. With stories, insights, and answers to listener questions, Dave...

What happens when retirement arrives sooner than expected—and your plan has to shift overnight? This episode explores the hidden gaps between saving for retirement and actually living in it, where income, health, and timing can all change the equation. The conversation digs into how many retirees find themselves unprepared for early exits, rising costs, and shifting financial needs. It also unpack...

What truly prepares you for retirement—financial security or emotional readiness? Discover why having enough money is only part of the puzzle and learn how legacy, purpose, and personal fulfillment shape your golden years. With Dave Solomon’s candid insights, the mood shifts from practical planning to heartfelt reflection, as couples and individuals navigate hidden hurdles and make sense of what “...

Is your retirement plan equipped to weather shrinking Social Security and rising inflation? This episode dives into the overlooked realities that could tighten your golden years, from shifting government policies to unexpected costs. Discover the challenges every retiree must confront, and uncover the strategies that can empower you to take control—without relying on politicians or promises. The p...

“What’s your magic number for retirement—and do you really need $1 million to be secure?” Rising costs, market volatility, and vanishing pensions are re-shaping what it means to retire well. Dave Solomon unpacks new research on retirement targets, why financial ‘rules of thumb’ might mislead you, and how mistakes in legacy planning can upend even the best-laid plans. Discover the choices, common t...

“What if you outlive your money?” It’s a question that haunts nearly two-thirds of retirees—sometimes more than the idea of mortality itself. This episode exposes the root causes behind the anxiety of running out of savings, explores why making the leap from saving to spending feels so daunting, and addresses the emotional—and practical—roadblocks on the journey to financial confidence. Tune in as...

"What could derail your retirement dreams?" Markets surge and slump, inflation creeps higher, and rules keep changing—so how can you protect what you’ve worked for? Dave Solomon discusses the pitfalls of cookie-cutter advice, the impacts of tax status, and the underappreciated challenges women face in retirement. Tune in as layers of risk, legacy, and financial strategy are unpacked, revealing how...

“What do you want your golden years to look like?” Many retirees grapple with uncertainty, unsure if their savings will truly grant the freedom they’ve envisioned. Dave Solomon unpacks the difference between simply having a financial plan and understanding your purpose in retirement, revealing unexpected challenges and insights gathered from decades in advising. Whether your goals are travel, leav...

“How do you truly know you’re ready for retirement?” In this episode, Dave Solomon dives into the pivotal decade surrounding retirement, tackling the unknowns—from market swings to emotional readiness—that shape your golden years. Listeners are invited to explore why clarity, timing, and personal vision matter more than ever when life’s biggest transition looms. Discover how the right strategies c...

“Are you following all the rules and still unsure if you’ll actually enjoy retirement?” This week on Retiring Well, Dave Solomon and Mark Elliott go beyond the headlines and market swings to get personal about what really matters in your financial future. They debunk one-size-fits-all advice like the “Rule of 100,” explore why your ‘safe money’ may not be as safe as you think, and discuss why real...

How do you plan a wonderful retirement when headlines shout about wars, inflation, and tax changes? In this episode, Dave Solomon unpacks the worries on every retiree’s mind, from volatile markets to the daunting task of estate planning. Discover why the real challenge isn’t just financial—it's envisioning your next chapter and avoiding those costly “I’ll get to it someday” mistakes. This episode...

With headlines swirling about market drops and family estate battles, how do you find confidence in your retirement future? Dave Solomon breaks down the difference between growing your nest egg and building a steady income stream, why legacy planning (including those sometimes-awkward will and trust conversations) could spare your loved ones big legal headaches, and how to separate “must-haves” fr...