エピソード

  • 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
    続きを読む 一部表示
    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
    続きを読む 一部表示
    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
  • Building Essential Retirement Income

    Building Essential Retirement Income
    2026/05/16
    “What if you outlive your money?” It’s a question that haunts nearly two-thirds of retirees—sometimes more than the idea of mortality itself. This episode exposes the root causes behind the anxiety of running out of savings, explores why making the leap from saving to spending feels so daunting, and addresses the emotional—and practical—roadblocks on the journey to financial confidence. Tune in as Dave Solomon draws on three decades of experience to shed light on market uncertainty, healthcare costs, and strategies to ensure these golden years really shine, even when the future is unpredictable.

    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
    2026/05/09
    "What could derail your retirement dreams?" Markets surge and slump, inflation creeps higher, and rules keep changing—so how can you protect what you’ve worked for? Dave Solomon discusses the pitfalls of cookie-cutter advice, the impacts of tax status, and the underappreciated challenges women face in retirement. Tune in as layers of risk, legacy, and financial strategy are unpacked, revealing how personalized planning shapes real-life outcomes. The answers aren’t always obvious, and some stories may surprise you.

    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
  • The Retirement Paycheck Predicament

    The Retirement Paycheck Predicament
    2026/05/02
    “What do you want your golden years to look like?” Many retirees grapple with uncertainty, unsure if their savings will truly grant the freedom they’ve envisioned. Dave Solomon unpacks the difference between simply having a financial plan and understanding your purpose in retirement, revealing unexpected challenges and insights gathered from decades in advising. Whether your goals are travel, leaving a legacy, or finding new passions, discover why clarity, not just calculations, shapes your next chapter—without giving away the full story.

    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
  • Retirement Income Planning

    Retirement Income Planning
    2026/04/25
    “How do you truly know you’re ready for retirement?” In this episode, Dave Solomon dives into the pivotal decade surrounding retirement, tackling the unknowns—from market swings to emotional readiness—that shape your golden years. Listeners are invited to explore why clarity, timing, and personal vision matter more than ever when life’s biggest transition looms. Discover how the right strategies can protect your peace of mind and transform uncertainty into opportunity—yet the most important answers 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
    続きを読む 一部表示
    54 分
  • Asset Allocation: "Acting Your Age"

    Asset Allocation: "Acting Your Age"
    2026/04/18
    “Are you following all the rules and still unsure if you’ll actually enjoy retirement?”

    This week on Retiring Well, Dave Solomon and Mark Elliott go beyond the headlines and market swings to get personal about what really matters in your financial future. They debunk one-size-fits-all advice like the “Rule of 100,” explore why your ‘safe money’ may not be as safe as you think, and discuss why real retirement planning has to be tailored to your goals, family dynamics, income needs, and legacy wishes—not just your age. With mailbag questions on spending anxiety, loaning to family, RMD headaches, and moving for grandkids, the conversation blends practical “whiteboard” math with real-world psychology and life’s toughest tradeoffs. If you want certainty in uncertain times and a plan that’s as unique as you are, this episode is your invitation to seek clarity—not just another rule of thumb.

    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