All Episodes
Retire Your Way with Dale Soutas — 69 episodes
What’s Keeping You Up at Night About Retirement?
Roth Conversions, Tax Brackets, and Avoiding Retirement Tax Mistakes
“Are You Asking the Right Retirement Questions Insurance, Risk, and Financial Blind Spots”
California Retirement Questions: Taxes, Social Security Mistakes, Market Turmoil & Aging Parents
“Retire Later, Retire Smarter”
Olympic-Level Retirement Decisions—Gold, Silver & Bronze Moves
Not-So-Silent Risks to Retirement
Longevity Planning (making your retirement income last as long as you do)
New Year Outlook Reset Your Goals, Crush Debt, and Get RMD & Social Security Right
Real Retirement Case Studies Income, Social Security, Business Succession & Roth Strategies
“I’ll Know I Have Enough When…” — How to Replace the Magic Number With a Real Retirement Plan
“Seven Steps You Can’t Miss Before You Retire”
“RMDs, Taxes, and Legacy Planning: Don’t Let the IRS Decide Your Retirement”
“Cash Is Cringe Why ‘Taxes on Sale’ Make Roth Conversions So Powerful”
Longevity & Long-Term Care How to Pay With Pennies on the Dollar
Frozen at the Finish Line: Why So Many Californians Are Delaying Retirement (and How to Get Unstuck)
Retirement Reality Check 2025: Retire Your Way
Medi-Cal Changes Coming in 2026 What California Retirees Need to Know
Nervous About Retirement? How Planning Can Bring You Peace of Mind
Blended Families, Trusts & Income That Lasts
Tax-Smart Retirement in California Medi-Cal rules, stay-or-move tax talk, and building your own pension
Estate Planning & the New Wealth Transfer Trusts, Taxes, and Income You Can’t Outlive
Retirement by the Numbers Why Age 50, 59½, and Beyond Matter for Your Future
Retiring Smart in 2025 Avoiding Costly Mistakes and Maximizing Your Benefits
Maximizing Your 50s Catch Up Contributions Long Term Retirement Planning
Breaking Retirement News Taxes, Social Security, and Market Recovery Strategies
Retire Smarter, Not Just Older Authentic Strategies for a Secure Future
What You Don’t Know Can Hurt Your Retirement: The Hidden Gaps in Your Financial Plan
Retirement Planning Needs a PTO Policy
Riding the Retirement Wave... Are You Prepared?
Are Your Retirement Tools Outdated? Time for a Technology Tune-Up...
How Much Is Enough? Navigating Retirement with Clarity and Confidence
Are You Really Ready to Retire Income, Inflation, and Confidence in the Plan
Retirement Without Regret How to Protect, Plan, and Find Peace of Mind
Dialed-In Planning Why Everything Really Will Be Okay
America’s Retirement Experiment: Are You Really Prepared?
Helping Without Hurting: Supporting Adult Children While Securing Your Retirement
Qualifying for Long-Term Care What Really Counts as Income in California
Retire Smart The Hidden Benefits of Staying in California
Market Volatility-Can I Recover?
Does the New Administration in Washington DC Affect You?
How Much Do You Know You Need to Save?
How Can You Produce More Income Down the Road?
Are You Worried About Your Career During These Uncertain Times?
Creating Additional Income Down the Road...
Estate Planning-Why So Important
Do You Need Long Term Care Health Insurance?
Wills & Trusts...What you Need to Know
Wealth & Health for 2025
How Social Security Works and How to Maximize It
How You Can Take Advantage of Your Savings for the Future
When You Retire Will You Have a Decent Income?
The Inflation Hangover and What it Means for You
Do "You" Want to Have Guaranteed Income In Retirement?
Health Care Costs in Retirement
We've Got It Dialed In...
Do You Feel Stuck?
How Do You Keep Yourself From Risk?
What You Don't Know About Retirement Planning
Do You Have the Tools You Need for Future Income?
Will You be Able to do All the Things You Want to do When You Retire?
Insurance Companies-Canceling Home Insurance Coverages or Not Offering Brand New Home Builds
Estate Planning and How Important it is to Have Your Legal Documents in Order
Putting Together an Income Plan for Retirement
Inflation-Should You be Concerned About It?
Annuties-What You May Know & What You May Not Know...
Is a million dollars the number that we're all shooting for to retire...?
How Long-term Care Works in California
Did I Save Enough?