PODCAST · business
Dave Solomon, RFC
by David Solomon, RFC, Founder Solomon Financial Group, Inc.
Retiring Well with Dave Solomon
Episodes
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Life Insurance
Why does Dave consider Life Insurance essential for a smart retirement plan?
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Know Where Your Money Goes in Retirement
When it comes to retirement spending habits and peoples’ expectations for the expenses they’ll incur in retirement, and the amount they need to save now to cover those expenses later, the picture is often pretty cloudy. This show seeks to provide clarity by examining retirement spending habits…
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The Right Retirement Balance: Growth and Protection
People, regardless of their age or stage of life, must find an appropriate balance between growth and protection inside their retirement nest egg. With retirement looming close or already here, a person may need to adjust their mindset and their retirement strategy to reflect the new financial...
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Guaranteed Income Mix
From Episode "Swimming Upstream: Why guaranteed retirement income is vital"
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Your Money, Your Future, Your Call:
Why do you want to call the shots when it comes to your finances in retirement? Well, frankly, who doesn’t want to determine their own financial destiny? Getting to that point can seem like an overwhelming process. But it doesn’t have to be. In today’s show we’ll go through key, practical steps…
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Swimming upstream: Why guaranteed retirement income is vital—and where to find it
People need income during retirement, not just to pay the bills but to fulfill the vision they have for the next phase of life. And the greater the share of that income that is actually “guaranteed” in terms of both timing and amount, the more confident a person can will be about not running out…
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Retirement Readiness: How Prepared Are You Really?
How do you know if your retirement portfolio is really ready for action? Does it have the stamina to last as long as you do? Does it have the diversity and liquidity to withstand taxes? Market volatility? Inflation? What about the income sources to cover health care, let alone your day-to-day...
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Making Sense of the Stock Market Rollercoaster
When people think about a market crash, their mind immediately goes back to 2008. Truthfully, though, markets have been volatile more recently than then, and the impact it can have on a retirement plan can’t be ignored. Think back for a second to 2016. It began with a jolt of volatility that...
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Diversification Done Right: A Primer on Guarding Your Retirement Nest Egg
While the everyday investor hears about market volatility and the importance of asset diversification, it’s easy to dismiss those concepts as buzzwords and set your retirement nest egg into a rut on autopilot. But that is one habit that can be harmful: Instead, knowing what a truly diversified...
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Reading Between the Numbers
Are you getting what you pay for with the fees, commissions and other costs associated with investing?
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Annuities: The Good. The Bad. The Fine Print.
In a world where retirees increasingly want guaranteed income, shouldn’t we know more about them?
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Your Behavior and Why it Matters to Your Money
Why smart people make some big money mistakes and how to correct them!
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Common 401(k) Questions Answered
Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment...
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The Yin and Yang of Annuities and Life Insurance
Whether a person expects to die early or unexpectedly, or envisions living a long life, each scenario presents risks — risks that retirement-minded people can’t afford to ignore. Life insurance and annuities are designed to take some of that uncertainty out of the equation, to provide people with...
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Why Retirement Readiness Requires a Declaration of Independence
Getting ready for retirement takes a lot of preparation and dedication, but it becomes a struggle to plan when you must listen to a cacophony of opinions. From big brokerage firms to mega-million-dollar ad campaigns, mapping out a strategy for retirement is filled with so much conflicting advice...
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Ages and Stages: Mark These Birthdays on Your Financial Calendar
You’re old enough for a driver’s license. You qualify for banking accounts and preferred credit cards. You can rent an apartment and lease a rental car. Maybe you even got the cheesy over-the-hill pun cards several birthdays ago. So, at this point, counting birthdays either becomes mundane or...
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Active vs. Passive Management
The debate, whether you should be actively investing or passively investing? Dave breaks explains.
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Sandwiched! Tackling the unique financial challenges of the Sandwich Generation
Particularly in times of economic uncertainty, one generation of a family—the most stable, reliably employed generation—may find themselves squeezed, with their aging parents leaning on them more for support, while they also are still caring for their children. This cramping between generations…
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How to Help Neutralize the Quiet Retirement Concern
Inflation is at historical lows here in America, but it is still a very real risk to retirees on a fixed income. Preparing ahead of time can do a lot to curb the effect of inflation on a retiree’s purchasing power. Additionally, the Consumer Price Index has found that retirees are particularly...
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7 Strategies to Help Retire On Time
People approaching retirement age with little savings may have a bumpy road ahead. But there are certain things that can be done in order to build their nest eggs as rapidly as possible, and to ensure at least some money will support them in retirement.
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10 Signs You Might Want to Find a Financial Professional …and how to go about finding one who’s just right for you
It’s tempting to go it alone when it comes to retirement strategies, but studies show retirees are more confident in their retirement income when their plans have had a second look by a financial professional. So, what are some signs that it’s time to consider finding that trusted voice? From...
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Step on the Gas to Make Up Lost Retirement Savings Ground
While political and social shifts have seemingly left the country more divided than ever, we share a common ground in that too many have avoided saving for retirement, and many who have saved lack the confidence that it is adequate. Yet, as the baby boomers wind through retirement, what is there…
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Get to know Dave Solomon
This episode, we get to know Dave Solomon and how he began the Solomon Financial Group.
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Building a Retirement Nest Egg to Last
With people living longer than ever, the chief worry among many retirees and pre-retirees today is not running out of time for retirement, but running short of the money required to enjoy it. The goal is to position your assets so you can call your own shots financially, up to and through...
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Insurance: Are you really covered?
A lot of financial preparations center not only on accumulating your wealth, but on making sure that you protect it from risk. That is the essence of insurance, that you can proactively manage risks. Yet, many people assume they are covered, failing to understand the basics of insurance policies…
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Making Sense of the Stock Market Rollercoaster
The year began with a jolt of volatility that captivated headlines for more than a quarter. Then Brexit and terror attacks in Europe contributed their fair share to at least the perception of the market roller coaster action. Yet, no one can really tell when we’re in a bull market or bear market...
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Wealth Accumulation: Make money. Save Money. Invest Money. Repeat.
The basics to accumulating wealth are make money, save money, invest money. Yet, with so many options available for investing and so many factors to consider (long-term goals, short-term needs, protection, volatility, etc.), the prospect of even getting started can be daunting. Laying out the...
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Save Enough for Retirement… …and Save Yourself a Lot of Concern Along the Way
A clarion call has gone out across the country that, with 10,000 boomers retiring every day, we are reaching a retirement crisis, as those looking toward retirement fear running out of income in retirement. With so many choices, options and expectations to meet, where, exactly, do we stand? What...
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Frequently Asked Questions
How many episodes does Dave Solomon, RFC have?
Dave Solomon, RFC currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Dave Solomon, RFC about?
Retiring Well with Dave Solomon
How often does Dave Solomon, RFC release new episodes?
Dave Solomon, RFC has 28 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Dave Solomon, RFC?
You can listen to Dave Solomon, RFC on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Dave Solomon, RFC?
Dave Solomon, RFC is created and hosted by David Solomon, RFC, Founder Solomon Financial Group, Inc..
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