Episodes

  • The Retirement Paycheck Predicament

    The Retirement Paycheck Predicament
    May 2 2026
    “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
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    54 mins
  • Retirement Income Planning

    Retirement Income Planning
    Apr 25 2026
    “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
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    54 mins
  • Asset Allocation: "Acting Your Age"

    Asset Allocation: "Acting Your Age"
    Apr 18 2026
    “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
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    54 mins
  • Retiring Well with Dave Soloman-2.0 Legacy Planning

    Retiring Well with Dave Soloman-2.0 Legacy Planning
    Apr 11 2026
    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 mins
  • Retiring Well with Dave Solomon-The Retirement Paycheck Predicament

    Retiring Well with Dave Solomon-The Retirement Paycheck Predicament
    Mar 28 2026
    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 mins
  • Retiring Well with Dave Solomon-Your 401K is Not a Plan

    Retiring Well with Dave Solomon-Your 401K is Not a Plan
    Mar 21 2026
    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 mins
  • Retiring Well with Dave Solomon-The Retirement Paycheck Predicament

    Retiring Well with Dave Solomon-The Retirement Paycheck Predicament
    Mar 14 2026
    “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 mins
  • Retiring Well with Dave Solomon-Asset Allocation: "Acting Your Age"

    Retiring Well with Dave Solomon-Asset Allocation: "Acting Your Age"
    Mar 7 2026
    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 mins