Are You Really Ready to Retire Income, Inflation, and Confidence in the Plan

In this episode of Retire Your Way with Dale Soutas:
We reflect on the emotional and financial realities people face when market volatility disrupts their retirement timeline. At a recent live event, Dale shared how many attendees felt unsure if they could retire as planned. One woman, ready to retire, felt she needed to keep working—until Dale offered to review her full financial picture. It’s not just about market growth anymore—it’s about sustainable, protected income. Dale emphasizes that income is the true measure of lifestyle in retirement, not just total savings. Many people are surprised when the numbers show they can retire—they just needed the clarity to make that decision with confidence. Dale shares how getting to know someone’s goals and priorities comes before diving into statements and numbers. The process is personal, not transactional. Whether you're 5 years out or 5 months away from retirement, having a written income plan brings peace of mind. Dale also covers where safe money could be positioned today and why so many choose to come in for a personal review. Retirement isn’t about pushing papers—it’s about understanding what matters most to you. Don’t wait for clarity to find you. Call today and start building your own roadmap to a confident, comfortable retirement.

Soutas Financial & Insurance Solutions

333 West Shaw Avenue
Suite 106
Fresno, CA 93704

Phone: 559.230.1648
Fax: 559.230.1651

 

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