エピソード

  • Asset Allocation: "Acting Your Age"

    Asset Allocation: "Acting Your Age"
    2026/07/11
    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
  • Legacy Planning

    Legacy Planning
    2026/07/04
    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
  • Building Essential Retirement Income

    Building Essential Retirement Income
    2026/06/27
    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
  • Roth Conversions

    Roth Conversions
    2026/06/20
    “What does it really mean to retire well?” In this episode, Dave Solomon unpacks the unexpected challenges retirees face when money alone isn't enough—revealing how passion and purpose drive true fulfillment. Discover how innovative investments, like the SpaceX IPO, or strategies such as Roth conversions, are only part of the journey. With stories, insights, and answers to listener questions, Dave explores why contentment and clarity matter more than chasing the next big thing, and how everyone’s retirement path is deeply personal.
















    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
  • Your 401K is Not a Plan

    Your 401K is Not a Plan
    2026/06/13
    What happens when retirement arrives sooner than expected—and your plan has to shift overnight? This episode explores the hidden gaps between saving for retirement and actually living in it, where income, health, and timing can all change the equation. The conversation digs into how many retirees find themselves unprepared for early exits, rising costs, and shifting financial needs. It also unpacks why having financial “tools” isn’t enough without a clear strategy to guide them.





    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
  • Marathon of Her

    Marathon of Her
    2026/06/06
    What truly prepares you for retirement—financial security or emotional readiness? Discover why having enough money is only part of the puzzle and learn how legacy, purpose, and personal fulfillment shape your golden years. With Dave Solomon’s candid insights, the mood shifts from practical planning to heartfelt reflection, as couples and individuals navigate hidden hurdles and make sense of what “retiring well” really means. Uncover fresh perspectives on living your best chapter, while key details remain just out of reach.

    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
  • Roth Conversion Window

    Roth Conversion Window
    2026/05/30
    Is your retirement plan equipped to weather shrinking Social Security and rising inflation? This episode dives into the overlooked realities that could tighten your golden years, from shifting government policies to unexpected costs. Discover the challenges every retiree must confront, and uncover the strategies that can empower you to take control—without relying on politicians or promises. The path to retirement clarity starts with asking the right questions.

    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
  • 2.0 Legacy Planning

    2.0 Legacy Planning
    2026/05/23
    “What’s your magic number for retirement—and do you really need $1 million to be secure?” Rising costs, market volatility, and vanishing pensions are re-shaping what it means to retire well. Dave Solomon unpacks new research on retirement targets, why financial ‘rules of thumb’ might mislead you, and how mistakes in legacy planning can upend even the best-laid plans. Discover the choices, common traps, and critical conversations behind building a future that fits your unique vision—while uncovering what so many retirees overlook until it’s too late.

    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