Dolphin Financial Radio
Education Podcasts
Have fun planning your retirement! This is a fun and conversational show with a focus on retirement planning issues. Dan Wendol and his co-host Tony keep a down-to-earth tone as they address topics like retirement income, healthcare costs, investing, pensions, retirement lifestyles, insurance, Social Security and many other financial topics. Dan Wendol shares his tips and experience as a fiduciary retirement planner and owner of a Registered Investment Advisor. His personal belief is that a successful retirement is about increasing income and decreasing stress. Sometimes special guests will join in to discuss the big-picture aspects of preparing for, and living in, retirement. For more about Dan Wendol and his work, to see videos, or learn more about this show, visit www.dolphinfinancialgroup.com.
Location:
United States
Genres:
Education Podcasts
Description:
Have fun planning your retirement! This is a fun and conversational show with a focus on retirement planning issues. Dan Wendol and his co-host Tony keep a down-to-earth tone as they address topics like retirement income, healthcare costs, investing, pensions, retirement lifestyles, insurance, Social Security and many other financial topics. Dan Wendol shares his tips and experience as a fiduciary retirement planner and owner of a Registered Investment Advisor. His personal belief is that a successful retirement is about increasing income and decreasing stress. Sometimes special guests will join in to discuss the big-picture aspects of preparing for, and living in, retirement. For more about Dan Wendol and his work, to see videos, or learn more about this show, visit www.dolphinfinancialgroup.com.
Twitter:
@FinanceDolphin
Language:
English
Episodes
Costly Estate Mistake
5/3/2024
Want your beneficiaries to avoid paying big legal fees and/or major taxes to the IRS? Then you need to avoid some very common estate planning mistakes. In this show we discuss a real-life example of how a simple oversight can lead to major lawyer fees and taxes that could have been avoided.
Duration:00:23:48
Long Term Care Prices Going UP
4/26/2024
What happens if your existing long term care policy price does up? Do you pay the price increase, or adjust the benefits to keep the policy affordable? In this show we review a real-life example of a client who is facing a potential 189% price increase for his existing LTC policy.
Duration:00:28:26
Avoiding Stress in Retirement
4/19/2024
A successful retirement is about increasing income and reducing stress. In this show we review the top stresses faced in retirement and how to decrease or eliminate them.
Duration:00:25:10
Top Risk: Needy Family
4/12/2024
In Part Three of this three part series, we explore how a needy family member can be one of the top threats to a successful retirement plan. This third "punch to the mouth" is often difficult to deal with because it's family! What do you do if you have an aging parent or adult child that needs financial assistance?
Duration:00:26:34
Health Crisis: A Top Retirement Risk
4/5/2024
In Part Two of this three part series, we explore how a health crisis is one of the top threats to a successful retirement plan. This second "punch to the mouth" is often difficult to deal with because not many people truly want to address or talk about it. In each part of this series, we will identify the retirement planning threat, provide examples, and offer solutions.
Duration:00:23:50
Retirement Risk - Market Corrections
3/29/2024
In Part One of this three part series, we explore how market crashes are one of the top threats to a successful retirement plan. This first "punch to the mouth" is perhaps the most widely known and easiest to prevent. In each part of this series, we will identify the retirement planning threat, provide examples, and offer solutions. Tune in to learn how to dodge the punches that come your way in retirement.
Duration:00:18:22
Tax Strategies for Widow(er)s
3/22/2024
Losing a spouse can be difficult emotionally, but also financially. On top of the financial turmoil comes TAXES. In this show we discuss the specific tax problems that widow(er)s face when they lose a loved one. If you want to prepare for a potential tax situation or have recently lost a spouse, watch this show.
Duration:00:25:39
Social Security Widow(er)s Limit
3/15/2024
If your spouse filed for Social Security before their full retirement age, your benefit may be impacted. This is known as the he Social Security "Widow(er)'s Limit." (Retirement Insurance Benefit Limit or RIB-LIM). In this show we talk about how survivors are impacted when their spouse (or ex-spouse) claimed benefits early.
Duration:00:18:59
The #1 Financial Risk
3/8/2024
Retirees are being targeted every day by scammers trying to steal their hard earned retirement money. The rise in online scams and financial theft is staggering as more and more people fall victim to these highly convincing tactics. In this show we talk about the types of scams and the red flags to watch out for.
Duration:00:25:12
Must know answers to Social Security
3/1/2024
78% of nearly retired people failed a basic quiz on Social Security. In this show we review each of the 13 questions and explain the answers. Make sure you know these answers - don't be one of the many people who don't understand basic Social Security rules and details!
Duration:00:23:06
Working at Age 80?
2/23/2024
If you have millions in the bank, should you continue to work at age 80? In this show we talk about Eric Idle of Monty Python fame and how he is still working at age 80 to meet his financial obligations.
Duration:00:17:23
Write it Down BEFORE You Die
2/16/2024
When you lose a loved one, there are often many loose ends to deal with. Many often wish their loved one left certain pieces of information to make life a bit easier. Having a Will and final wishes is useful, but what about the less obvious things like account numbers, passwords, or where the gold was buried? In this show we talk about the things that are useful to write down before you die.
Duration:00:20:50
Forced Retirement at 65
2/9/2024
Believe it or not, some people are forced to retire. Not everyone wants to retire, and many more are working into their 70s. Yet, in some cases the U.S. law forces you to call it quits. In this show we discuss where is this still applicable and whether or not people should be forced to retire.
Duration:00:19:16
New Tool to Stop Tax ID Theft
2/2/2024
The IRS has released a new method to ward off tax ID theft. There has been a growing problem of criminals filing tax refunds of unsuspecting citizens and pocketing the money. In the past, the IRS instituted a system to prevent repeat offenses. However, now the IRS is offering that same level of defense to all.
Duration:00:16:10
Financial Lessons from a Country Music Icon
1/26/2024
Dan & Tony head to Nashville, TN to talk country music and financial lessons. In this show we discuss quotes from music icon Dolly Parton. Will you have to keep working 9 to 5 forever?
Duration:00:15:49
States Tax Social Security Income
1/19/2024
Some States still tax Social Security and other retirement income. What happens if you retire in a State that doesn't tax retirement income or pensions? Does it make sense to move in retirement for a more favorable tax situation? What can we learn about taxes from the Shohei Ohtani blockbuster baseball contract with the LA Dodgers?
Duration:00:30:02
Blue Zones - Retirement Living to 100
1/12/2024
Where do the most centenarians live and what are they doing that lets them live so long? In this show we discuss the concept of Blue Zones, which reveals the areas of the globe where people are living long and health lives. What doe these people have in common and how should you change your financial plans to be more like them?
Duration:00:36:37
How Long Will $1M Last?
1/5/2024
In which state will one million dollars last the longest for a 65 year old? According to recent analysis from GoBankingRates, it could be gone in 10 years or 22 years, depending on where you live! Listen in as we reveal where money will last the longest and also explain why this type of analysis really misses the boat when it comes to retirement planning.
Duration:00:17:54
Investing During Decreasing Interest Rates
12/29/2023
Investing can be tricky in general. How does a decreasing interest rate environment impact investing? Where should you be putting your money when interest rates are falling?
Duration:00:21:33
Christmas Financial Lessons
12/22/2023
Classic Christmas holiday movies are fun to watch and offer powerful life lessons. Are any of these lessons financial or retirement focused? In this show we explore the financial lessons learned from Christmas Vacation, A Christmas Story, It's a Wonderful Life, and The Grinch Who Stole Christmas.
Duration:00:22:19