Episodes

  • Retiring Well with Dave Solomon-2025 Christmas Special-December 20, 2025

    Retiring Well with Dave Solomon-2025 Christmas Special-December 20, 2025
    Dec 22 2025
    Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com
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    Not Yet Known
  • Retiring Well with Dave Solomon-Roth Conversions-December 15, 2025

    Retiring Well with Dave Solomon-Roth Conversions-December 15, 2025
    Dec 15 2025
    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-Creating a Lasting Legacy-December 6, 2025

    Retiring Well with Dave Solomon-Creating a Lasting Legacy-December 6, 2025
    Dec 8 2025
    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-Highly Appreciated Assets-November 29, 2025

    Retiring Well with Dave Solomon-Highly Appreciated Assets-November 29, 2025
    Dec 1 2025
    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-Roth Conversions-November 22, 2025

    Retiring Well with Dave Solomon-Roth Conversions-November 22, 2025
    Nov 24 2025
    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-Highly Appreciated Assets-November 15, 2025

    Retiring Well with Dave Solomon-Highly Appreciated Assets-November 15, 2025
    Nov 17 2025
    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-Roth Conversions-November 8, 2025

    Retiring Well with Dave Solomon-Roth Conversions-November 8, 2025
    Nov 10 2025
    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
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    54 mins
  • Retiring Well with Dave Solomon-Creating a Lasting Legacy-November 1, 2025

    Retiring Well with Dave Solomon-Creating a Lasting Legacy-November 1, 2025
    Nov 3 2025
    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
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    54 mins