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Hosted by Dan Wendol · 🇺🇸 US · EN-US · 363 episodes
Established thought leaders with verified media credentials.
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.
Dan Wendol hosts Dolphin Financial Radio, a business show with 363 episodes published.
In May of 2025, the House passed the "One Big, Beautiful, Tax Bill." It now goes to the Senate for approval. There are many provisions in this Bill that impact pre-retirees or those already in retirement the most.
Do spouses that retire at different times spend more or less in retirement? Does the decision of when each spouse retires really impact their level of spending? The study results we review in this show might surprise you
Social Security spousal benefits allow for the lower earning spouse to potentially get an increase in benefits based on their spouse's work history. This holds true for certain DIVORCED spouses. In this show we talk abou
Social Security spousal benefits allow for the lower earning spouse to potentially get an increase in benefits based on their spouse's work history. In this show we talk about the rules and calculations around claiming S
Which is better for retirement - a 401k or a Pension. We review the pros and cons of each retirement plan and decide which is preferrable for retirement planning. At age 62, would you rather have $1 million in a 401k or
Are there people, including those close to retirement, that want to see a stock market correction? In this show we talk about the six types of people that enjoy Bear Markets and why you may want to be one of them.
Retiring is a difficult task for many. If you happen to time retirement during a bear market, it may make things even more difficult. What should people do to alleviate the pressures associated with retiring as the marke
Where has it been getting more expensive to retire? Is Florida the "best" place to retire, or has it become the most expensive. The answer depends on who you ask. In this show we review three recent studies that show how
Social Security is a big government program in the crosshairs of the Department of Government Efficiency (DOGE). Changes to the SSA in 2025 have been happening at a relatively face past (for a government agency). Are the
More people are helping their adult children financially according to a 2025 survey. With the average support to an adult child of over $1,400 per month, this can become quite a drag on retirement savings. In this show w
When you are moving your retirement funds from one account to another, it's important to follow the IRS rules, particularly if you are doing an indirect rollover. Be sure you are aware of the 60-Day rule to avoid taxes a
Social Security payments are projected to fall short in the near future. How might this impact retirees and should claiming strategies adjust based on this potential income decrease?
There has been proposals to eliminate taxation of Social Security income. What once was tax free, may become tax free again! Does this potential change impact filing strategies? Should you adjust when you claim based on
Not all assets are taxed the same. In retirement, taxes can be your biggest expense. This is why properly structuring your assets into different tax buckets can be a very smart financial planning strategy. In this show w
Replacing your income when you retire is an important task. There are many different strategies to generate the income you need to live after your paycheck ends. One seemingly simple strategy is using Retirement Income B
Many people will show more income in order to completely "fill" a tax bracket. This strategy can lead to lower taxes in the long run and is often part of Roth Conversions. However, there are 3 important and often overloo
One particular tax penalty that new retirees are surprised by has to do with paying estimated taxes. It's known as the "Underpayment of Estimated Tax by Individuals Penalty." This penalty is for those that fail to pay es
Now that the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP) are no longer part of Social Security, what's next? How and when will I get an increase? What actions should I take now to increas
Prescription drug prices have been getting quite expensive over the years, particularly for those on Medicare and fixed incomes. However, the government is here to help! Has government price negotiations worked and what
The highest monthly Social Security check in 2025 will be $5,108. How does one qualify to get that much? In this show we'll explain the three qualifications a person must have in order to get the maximum amount from Soci
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Dolphin Financial Radio is hosted by Dan Wendol. The show is categorised under business (investing) and has published 363 episodes.
Dolphin Financial Radio has published 363 episodes.
Dolphin Financial Radio regularly covers business, investing. It sits in the business category, with a investing focus.
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