『Retiring Well with Dave Solomon』のカバーアート

Retiring Well with Dave Solomon

Retiring Well with Dave Solomon

著者: Dave Solomon
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Retiring Well -Solomon Financial Group
Listen to Dave Solomon talk about how to retire well on these radio stations:
560 RPQ-AM-Saturday at 8 AM PST
KOZI-Sunday at 8 AM PST


Dave Solomon is the founder and lead advisor at Solomon Financial Group. He helps individuals and families plan for and navigate retirement, offering guidance on financial planning, asset management, and legacy strategies to achieve a more secure financial future. Dave Solomon has a weekly radio show that talks about retirement.Copyright Stephanie Griffin
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  • Retiring Well with Dave Solomon-Highly Appreciated Assets-November 15, 2025
    2025/11/17
    Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com
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    54 分
  • Retiring Well with Dave Solomon-Roth Conversions-November 8, 2025
    2025/11/10
    On this week's "Retiring Well" with Dave Solomon, Dave & Mark talk about Roth Conversions. Strategic retirement planning means thinking about taxes year-round. One of the most powerful tools in your retirement tax planning toolkit is something called a Roth conversion - essentially moving money from your traditional IRA or 401(k) into a Roth IRA.

    Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com
    続きを読む 一部表示
    54 分
  • Retiring Well with Dave Solomon-Creating a Lasting Legacy-November 1, 2025
    2025/11/03
    In this episode Dave talks about a financial legacy. A lasting legacy requires clear goals, proper legal documents, and regular reviews. Strategic legacy planning protects wealth, optimizes taxes, reduces family conflict, and supports giving. Work with qualified professionals and update your plan after major life changes to ensure your wishes are honored and your heirs are cared for. Talk to Dave Solomon to find out more.

    Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com
    続きを読む 一部表示
    54 分
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