HeyJaredRetire Your Way with Dale Soutas
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…
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 15, 2026
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- Jul 6, 2026
Latest episodes
Beyond the Portfolio Planning for Your Whole Retirement (opens the original)
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Beyond the Portfolio: Planning for Your Whole Retirement A retirement plan works best when income, taxes, health care costs, investments, and family wishes are considered together. Dale Soutas begins with questions from his recent Women, Wealth & Wisdom event in Fresno. Attendees wanted to know how to make their income last and prepare for a longer retirement. Dale explains why a market loss near retirement can be harder to recover from than it first appears. He also discusses how decisions abou
Power Moves for Your Financial Future Smart Strategies Before Retirement (opens the original)
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Welcome to Retire Your Way with Dale Soutas. When people hear the phrase “financial power moves,” they may picture someone in their 20s or 30s aggressively building wealth. But some of your most important financial decisions can happen in your 40s, 50s and 60s. Should you restructure your business? Are you building retirement savings outside your company? Should you consider Roth contributions? How much investment risk should you be taking? And if you want to retire early, are the decisions you'
Real Retirement Questions How to Make Smarter Decisions Before and During Retirement (opens the original)
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Retirement planning isn't about finding one universal answer—it's about understanding your complete financial picture before making major decisions. In this episode, Dale Soutas uses real client situations to explain how Roth accounts, retirement income, taxes, inheritances, trusts, annuities, RMDs, and investment risk can work together in a personalized retirement strategy. Retirement questions rarely have simple yes-or-no answers because every family's financial situation is different. In this
The Silent Retirement Risk How Inflation Can Steal Your Purchasing Power (opens the original)
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Inflation may not create the dramatic headlines that a stock-market crash does, but over a 25- or 30-year retirement, its effects can be just as serious. This episode focuses on building a retirement plan designed to keep pace with rising costs while also addressing longevity, healthcare, taxes, Social Security, dependable lifetime income, and the unique financial challenges women can face in retirement. Inflation is one of the most overlooked threats to a successful retirement because its effec
The Decisions That Can Make or Break Your Retirement (opens the original)
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Social Security, Taxes, Medicare, Investments & Where You'll Live This episode is really about the major decisions retirees need to get right. It opens with Social Security timing and then works through retirement accounts, investment risk, taxes, Medicare and even where you'll live during retirement. Retirement comes with some big decisions—and many of them can affect your finances for the rest of your life. On this episode of Retire Your Way, Dale Soutas walks through several of the most impor
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