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  • Retiring Well with Dave Soloman-2.0 Legacy Planning

    Retiring Well with Dave Soloman-2.0 Legacy Planning
    2026/04/11
    How do you plan a wonderful retirement when headlines shout about wars, inflation, and tax changes? In this episode, Dave Solomon unpacks the worries on every retiree’s mind, from volatile markets to the daunting task of estate planning. Discover why the real challenge isn’t just financial—it's envisioning your next chapter and avoiding those costly “I’ll get to it someday” mistakes. This episode dives deep into the hidden pitfalls, real-life scenarios, and surprising insights that could shape your golden years, but leaves the ultimate answers for you to uncover.

    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-The Retirement Paycheck Predicament

    Retiring Well with Dave Solomon-The Retirement Paycheck Predicament
    2026/03/28
    With headlines swirling about market drops and family estate battles, how do you find confidence in your retirement future? Dave Solomon breaks down the difference between growing your nest egg and building a steady income stream, why legacy planning (including those sometimes-awkward will and trust conversations) could spare your loved ones big legal headaches, and how to separate “must-haves” from “like-to-haves” so you can spend—and enjoy—what you’ve worked for. Get straight talk on replacing lost pensions, protecting your savings from taxes, and why the right plan isn’t just about the numbers—it’s about clarity, purpose, and living life on your terms.

    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-Your 401K is Not a Plan

    Retiring Well with Dave Solomon-Your 401K is Not a Plan
    2026/03/21
    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-The Retirement Paycheck Predicament

    Retiring Well with Dave Solomon-The Retirement Paycheck Predicament
    2026/03/14
    “Are today’s headlines keeping you up at night as you wonder if your retirement is truly on track?” In this episode, Dave Solomon unpacks why so many retirees and pre-retirees feel lost navigating pensions, market swings, taxes, and the endless economic noise. Discover how the quietly wealthy think differently, how income and purpose drive a lasting plan, and why the most important questions aren’t about headlines but about your own goals. Tune in for a candid, relatable exploration of facing uncertainty, organizing your accounts, and giving your money a mission—even when the world can’t sit still.

    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-Asset Allocation: "Acting Your Age"

    Retiring Well with Dave Solomon-Asset Allocation: "Acting Your Age"
    2026/03/07
    Are you stuck wondering whether now is the right time to make a big move with your retirement savings—or just how much risk is too much? In a world defined by market swings, breaking news, and endless opinions about 'the rules,' Dave Solomon peels back the curtain on what truly matters for your retirement plan. Explore why cookie-cutter strategies often fall short, hear stories of real retirees facing tough choices, and discover the overlooked emotional side of retiring well. Some answers may surprise you, but it's the questions you ask now that can prepare you for your golden years.

    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-Your 401K is Not a Plan

    Retiring Well with Dave Solomon-Your 401K is Not a Plan
    2026/02/28
    How do you turn your lifetime of savings into the retirement you’ve always imagined? Discover the real difference between collecting financial tools and designing a blueprint for your golden years. Dave Solomon demystifies required minimum distributions, uncovers overlooked opportunities, and reveals the quiet habits of those who build lasting wealth without the flash. Ready to rethink your strategy and hear what most advisors don’t mention? The answers may surprise you.

    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-Retirement Optimism

    Retiring Well with Dave Solomon-Retirement Optimism
    2026/02/21
    Confidence in retirement is dwindling – but it doesn’t have to be that way. From strategies on creating steady income to helping manage taxes and healthcare costs, Dave Solomon and Mark Elliott cover the topics that matter most. It’s all about building a secure and stress-free retirement – one you can feel excited about, not scared of.

    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-20 Highly Appreciated Disposal Strategies

    Retiring Well with Dave Solomon-20 Highly Appreciated Disposal Strategies
    2026/02/09
    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