This Just In!

Dale Wolberg and his team are no strangers to the financial industry. With over 20 years of experience, Focused Financial Solutions takes their knowledge to the spotlight diving in on some of the most important issues in finance today! Tune in and learn the answers to questions like:

  • What are the most tax-efficient withdrawal strategies?
  • How do you manage your retirement assets effectively?
  • Is there a best way to claim Social Security?
  • Should I invest based on where I am on my financial journey?


Click the button below to check out Focused Financial Solutions latest interview and start planning for your dreams!


In this interview, Dale goes over some of the points below:

  1. Think Long-Term: No one can guarantee what’s coming next. Develop a solid financial plan built to achieve your long-term goals.
  2. Age Matters: Investments should be diversified and appropriate for your age and how close you are to retirement.
  3. Invest with a Purpose: Every investment should be made with a goal in mind.
  4. Control What You Can: Control factors like how much debt you take on and how much you save.

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Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.