Dolphin Financial Radio

By Dan Wendol

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Category: Investing

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Episodes: 311

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.

Episode Date
Convert an RMD Into a Roth IRA
May 17, 2024
Your Advisor is Wrong About Social Security
May 10, 2024
Costly Estate Mistake
May 03, 2024
Long Term Care Prices Going UP
Apr 26, 2024
Avoiding Stress in Retirement
Apr 19, 2024
Top Risk: Needy Family
Apr 12, 2024
Health Crisis: A Top Retirement Risk
Apr 05, 2024
Retirement Risk - Market Corrections
Mar 29, 2024
Tax Strategies for Widow(er)s
Mar 22, 2024
Social Security Widow(er)s Limit
Mar 15, 2024
The #1 Financial Risk
Mar 08, 2024
Must know answers to Social Security
Mar 01, 2024
Working at Age 80?
Feb 23, 2024
Write it Down BEFORE You Die
Feb 16, 2024
Forced Retirement at 65
Feb 09, 2024
New Tool to Stop Tax ID Theft
Feb 02, 2024
Financial Lessons from a Country Music Icon
Jan 26, 2024
States Tax Social Security Income
Jan 19, 2024
Blue Zones - Retirement Living to 100
Jan 12, 2024
How Long Will $1M Last?
Jan 05, 2024
Investing During Decreasing Interest Rates
Dec 29, 2023
Christmas Financial Lessons
Dec 22, 2023
Income Riders
Dec 15, 2023
RMDs: Required Minimum Distributions
Dec 08, 2023
Retiring in 5 Years or Less
Dec 01, 2023
Social Security & Government Pensions
Nov 24, 2023
Max 2024 Social Security
Nov 17, 2023
Common Mistake Retirees Make
Nov 10, 2023
I sold my Mom an Annuity
Nov 03, 2023
Best City For Retirement
Oct 27, 2023
Why is Spending in Retirement Difficult?
Oct 20, 2023
Refinance Your Income
Oct 13, 2023
Don't Fear Running Out of Money
Oct 06, 2023
Aging Parents & Retirement
Sep 29, 2023
Social Security Spousal Benefits
Sep 22, 2023
Social Security & Divorce
Sep 15, 2023
Top 1% Earners and Retirement
Sep 08, 2023
Claim Social Security Early & Invest
Sep 01, 2023
You Need $1.27 Million to Retire
Aug 25, 2023
Retirement Income Plans
Aug 18, 2023
Health Scare Leads to Better Financial Situation
Aug 11, 2023
Beware Home Buying/Selling in Florida
Aug 04, 2023
Legal Battle of the Aretha Franklin Estate
Jul 28, 2023
Inherited IRA RMDs
Jul 21, 2023
You Should Play Powerball
Jul 14, 2023
Short Term Rates for Retirement
Jul 07, 2023
Unretiring: Going Back After Early Retirement
Jun 30, 2023
Top 5 Retirement Questions
Jun 23, 2023
Health Insurance in Retirement BEFORE Medicare.
Jun 16, 2023
The Unexpected Retirement Struggle
Jun 09, 2023
The #1 Financial Account = HSA
Jun 02, 2023
Don't Have Enough To Retire?
May 26, 2023
When to DELAY Social Security
May 19, 2023
Claim Social Security EARLY
May 12, 2023
Avoid Stocks in Retirement
May 05, 2023
Mortgages in Retirement
Apr 28, 2023
#1 Factor for Retirement Success
Apr 21, 2023
How to Pay Taxes on Social Security
Apr 14, 2023
Pay 0% Tax on Capital Gains
Apr 07, 2023
Social Security Death Benefit Lump Sum
Mar 31, 2023
File Taxes For Free
Mar 24, 2023
Should We Raise Social Security's Retirement Age?
Mar 17, 2023
How Long Will Retirement Last?
Mar 10, 2023
Has Your 401k Gone Down?
Mar 03, 2023
A Major Reason To NOT Retire Early
Feb 24, 2023
Four Key Tax Concepts For Retire
Feb 17, 2023
Clueless About Retirement
Feb 10, 2023
Financial Advice from an NFL Star
Feb 03, 2023
The Really Tough Question
Jan 27, 2023
Retirees Need More Risk
Jan 20, 2023
RMD Changes 2023
Jan 13, 2023
Social Security Not Increasing Enough?
Jan 06, 2023
Lady Bird Deeds
Dec 30, 2022
Housing Costs Impact Retirement Age
Dec 23, 2022
Do I need a Trust?
Dec 16, 2022
Avoid Taxes on IRAs with Qualified Charitable Distributions
Dec 09, 2022
Avoid Probate with Properly Ownership
Dec 02, 2022
Thanksgiving Costs Are Up Big
Nov 25, 2022
Top 3 Reasons To Retire NOW
Nov 18, 2022
Saving Less Due To Inflation
Nov 11, 2022
Why are people buying annuities?
Nov 04, 2022
Inherited IRA Distribution Rules Update
Oct 28, 2022
Will I get Social Security the COLA if I delay?
Oct 21, 2022
Eliminate Roth IRAs & Roth 401ks
Oct 14, 2022
Don't Save for Retirement
Oct 06, 2022
Consider a High Deductible Health Plan
Sep 22, 2022
Single Women Have Lower Financial Confidence
Sep 15, 2022
Multigeneration Living & Retirement
Sep 08, 2022
Use IRA to Delay Social Security
Sep 01, 2022
Top 3 Social Security "Must Knows"
Aug 25, 2022
Top 5 Risks in Retirement
Aug 18, 2022
Retire in Puerto Rico and pay no tax?
Aug 11, 2022
The 2022 Retirement Landscape
Aug 04, 2022
Retiring During Volatile Markets
Jul 28, 2022
Fixing Social Security
Jul 21, 2022
Where to invest right now?
Jul 14, 2022
Which Account To Withdraw From First?
Jul 07, 2022
Roth Conversion in a Bear Market
Jun 30, 2022
Rising Rates Are Good For Retirees
Jun 23, 2022
The 4 Phases of Retirement Spending
Jun 16, 2022
Delaying Retirement Due to Inflation
Jun 09, 2022
Annuity Rates Going Up
Jun 02, 2022
I'm 60...do I have enough saved for retirement?
May 26, 2022
Inflation in Retirement
May 19, 2022
Buying Happiness
May 12, 2022
Cost of Long Term Care - Beyond Money
May 05, 2022
Pay Off Mortgage in Retirement?
Apr 28, 2022
Stressed About Retirement - Top 4 Reasons
Apr 21, 2022
Taxes By State
Apr 14, 2022
Should you own Bonds?
Apr 07, 2022
Financial Advice For Your Younger Self
Mar 31, 2022
Dollar Cost Ravaging Your Investments
Mar 24, 2022
Spending in Retirement
Mar 17, 2022
Retirement Lesson from an Aesop Fable
Mar 10, 2022
Retire Early, Unexpectedly
Mar 03, 2022
The Cost of Long Term Care
Feb 24, 2022
Why You Should File Taxes Early
Feb 17, 2022
Taxes on Social Security income
Feb 10, 2022
I Bonds: Do they really protect against inflation?
Feb 03, 2022
Social Security From Ex-Spouse After Remarriage
Jan 27, 2022
At What Age Will You Retire?
Jan 20, 2022
Six Financial Moves to Make at the Beginning of the Year
Jan 13, 2022
Top 5 Financial Trends in 2022 (Predictions)
Jan 06, 2022
How Bad Were Our 2021 Predictions?
Dec 30, 2021
Investing in Toys Outperforms the Market!?
Dec 23, 2021
Highest Social Security Benefit
Dec 16, 2021
New Social Security Statements
Dec 09, 2021
Is Your Advisor On Your Side?
Dec 02, 2021
Inflation Increases Taxes
Nov 25, 2021
Healthcare Inflation
Nov 18, 2021
Hitting The Cryptocurrency Lotto
Nov 11, 2021
Financial Advice from a Bank
Nov 04, 2021
Panic Selling is Good?
Oct 28, 2021
Social Security Increasing
Oct 21, 2021
Estate Planning for "Black Sheep" Family Members
Oct 14, 2021
Risk Aversion In Retirement
Oct 07, 2021
Retirement Stinks
Sep 30, 2021
Lump Sum vs. Dollar Cost Averaging
Sep 23, 2021
Retirement Income Sources
Sep 16, 2021
Social Security Going Broke?
Sep 09, 2021
Cost of Medicare
Sep 02, 2021
Why do most people claim Social Security early?
Aug 26, 2021
Are We Prepared For Retirement?
Aug 19, 2021
Keys to Retirement Satisfaction
Aug 12, 2021
Reverse Mortgages
Aug 05, 2021
Biggest Regret For Retirees
Jul 29, 2021
Buying Happiness
Jul 22, 2021
Funny Retirement Quotes
Jul 15, 2021
CDs in Retirement
Jul 08, 2021
How To Create A Pension
Jul 01, 2021
Owning Precious Metals For Retirement
Jun 24, 2021
Social Security's Budget
Jun 17, 2021
Inheriting an IRA
Jun 10, 2021
Social Security Survivor Benefits
Jun 03, 2021
Using Home Equity in Retirement
May 27, 2021
Congress Changing Our Retirement
May 20, 2021
Inflation: The Silent Killer
May 13, 2021
Money Personality Types & Retirement
May 06, 2021
Financial Gifts For Kids
Apr 29, 2021
The Social Security Earnings Test
Apr 22, 2021
Reduce AGI Retroactively
Apr 15, 2021
Saving Too Much?
Apr 08, 2021
Health Insurance & The American Rescue Plan
Apr 01, 2021
Stimulus Checks in Retirement
Mar 18, 2021
Buffered Notes - Financial Tool or Trap?
Mar 11, 2021
Dental During Retirement
Mar 04, 2021
Top 5 Unexpected Retirement Expenses
Feb 25, 2021
Health Savings Accounts & Retirement
Feb 18, 2021
Long Term Care & COVID
Feb 11, 2021
Social Security Changes Under Biden
Feb 04, 2021
Social Security & Divorce
Jan 28, 2021
Cryptocurrency Basics
Jan 21, 2021
Retiring in Mexico
Jan 14, 2021
5 Things You Can Do To Improve Your Finances in 2021
Jan 07, 2021
Money Trivia & Fun Facts
Dec 31, 2020
Georgia Runoff & The Markets
Dec 24, 2020
Investing in IPOs
Dec 17, 2020
Top 5 Financial Trends for 2021
Dec 10, 2020
Spending Freeze For Pre-Retirees
Dec 03, 2020
The Cost of Giving Thanks
Nov 26, 2020
Intermittent Spending
Nov 19, 2020
The Risks Of Higher Returns
Nov 12, 2020
The Stock Market After The Election
Nov 05, 2020
Scary Retirement Stories
Oct 29, 2020
Financial Causes Of Physical Pain
Oct 22, 2020
Does Medicare Cover Covid 19?
Oct 15, 2020
The Miser & His Gold
Oct 08, 2020
Tax Problems When Losing A Spouse
Oct 01, 2020
Saving When You Don't Have Enough To Save
Sep 24, 2020
How was the stimulus money used?
Sep 17, 2020
Angry Financial Decisions
Sep 10, 2020
Should I Roll Over My 401k?
Sep 03, 2020
Health Insurance After Losing Your Job
Aug 27, 2020
Taxes When Selling Your House
Aug 20, 2020
Indexed Universal Life: Pros & Cons
Aug 13, 2020
Term Life Conversion
Aug 06, 2020
Retiring Off Dividends
Jul 30, 2020
Claiming Social Security While Still Working
Jul 23, 2020
How COVID 19 Is Changing Financial Situations
Jul 16, 2020
The F-Word Is Back In Style
Jul 09, 2020
Risk Free Investing
Jul 02, 2020
Personality Traits Impact Retirement Income
Jun 25, 2020
Early Retirement Packages
Jun 18, 2020
Financial Jokes & Humor
Jun 11, 2020
The Stock Market Rebound Of 2020 - Will It Last?
Jun 04, 2020
Is Money Worth More Than Time?
May 28, 2020
Make More Money Staying Unemployed
May 21, 2020
Does Insurance Cover COVID-19?
May 14, 2020
When Free Isn't Free
May 07, 2020
Why The Stimulus Is Bad For Retirees
Apr 30, 2020
When Target Date Funds Fail
Apr 23, 2020
CARES Act Retirement Strategies
Apr 16, 2020
The Positive Side of this Global Pandemic
Apr 09, 2020
Retiring During An Economic Crash
Apr 02, 2020
Estate Planning - Beneficiaries & Children
Mar 26, 2020
Financial Lessons From Celebrities
Mar 19, 2020
Saving For Retirement Is A Waste Of Money
Mar 12, 2020
Market Corrections & Recoveries
Mar 05, 2020
Retirement Accounts When a Company Fails
Feb 27, 2020
Florida Wills & Trusts Basics
Feb 20, 2020
Hot Stock Tips In Retirement
Feb 15, 2020
The Three-Legged Stool Is Dead (Almost)
Feb 08, 2020
Should I Do A Roth Conversion?
Feb 01, 2020
Investing Regrets & How To Avoid Them
Jan 25, 2020
New RMD Rules - Age 72
Jan 18, 2020
Financial New Year Resolutions
Jan 11, 2020
How to Avoid Taxes On Capital Gains
Jan 04, 2020
Holiday Movie Lessons
Dec 28, 2019
The Student Loan Crisis - Strategies & Tips
Dec 21, 2019
The Social Security Scam
Dec 14, 2019
Qualified Charitable Distributions (QCDs) and avoiding taxes on a RMD
Dec 07, 2019
Buy Nothing Day - A Black Friday Alternative
Nov 30, 2019
Don't Buy A New Car
Nov 23, 2019
The True Costs Of Caregiving - The financial & personal costs of caring for a loved one.
Nov 16, 2019
2020 Health Insurance Changes
Nov 09, 2019
The Sunk Cost Fallacy & Retirement
Nov 02, 2019
Cost of Living Adjustments in Retirement
Oct 26, 2019
Politics, Finance & Retirement
Oct 19, 2019
Retire Early To Live Longer?
Oct 12, 2019
Oktoberfest Money, Stats, & Fun Facts
Oct 05, 2019
Retirees Going Back To College?
Sep 28, 2019
A Cracked Pot Retirement
Sep 21, 2019
Social Security: Marriage, Divorce, & Death Benefits
Sep 14, 2019
Retirement & Low Interest Rates
Sep 07, 2019
Top Cities To Retire Early Includes Tampa?
Aug 31, 2019
Top 5 Retirement Decisions
Aug 24, 2019
Spend more EARLY in retirement
Aug 17, 2019
How Much Money Do You Need To Retire?
Aug 10, 2019
Needy Family Can Destroy Retirement
Aug 03, 2019
Part 2 of 3: Negative Health Events
Jul 27, 2019
Biggest Retirement Threats Part 1 of 3: Market Crashes
Jul 20, 2019
Retirees Are Overconfident With Financial Decisions
Jul 13, 2019
Paying Debts With Retirement Funds
Jul 06, 2019
Healthcare Costs How Much?!
Jun 29, 2019
Stress During Retirement
Jun 22, 2019
Working in Retirement - Is That An Oxymoron?
Jun 15, 2019
Are 401(k)s Better Than Pensions?
Jun 08, 2019
Sell In May & Go Away
Jun 01, 2019
Will Boomers Crash The Stock Market?
May 25, 2019
Who Wants A Stock Market Crash?
May 18, 2019
Songs about Money, Finances, & Retirement
May 11, 2019
Social Security & Medicare Bankrupt?!
May 04, 2019
Lotto Winner Sues Son
Apr 27, 2019
Are Federal Workers Overpaid?
Apr 20, 2019
Saving Money with Intermittent Fasting
Apr 13, 2019
Money & Marriage
Apr 06, 2019
Why Are Tax Refunds Lower?
Mar 28, 2019
Retiring to Florida
Mar 21, 2019
Skyrocketing Price of Long Term Care
Mar 16, 2019
Nursing Home vs. Hotel or Cruise
Mar 07, 2019
Be Flexible In Retirement
Feb 28, 2019
The Value of Outsourcing
Feb 21, 2019
Millennials, the Financial Aspects
Feb 14, 2019
Debt in Retirement
Feb 07, 2019
Don't Have Kids if you Want to Retire Comfortably
Jan 31, 2019
RMD's - Must-Know Facts and Strategies
Jan 24, 2019
Leaving Las Vegas for Passive Investing
Jan 17, 2019
Wall Street Casino
Jan 10, 2019
2018's Top 5 - Review
Jan 03, 2019
Health Insurance Alternatives
Dec 27, 2018
The Financials Behind Cord Cutting
Dec 20, 2018
Your F.I.R.E.d
Dec 13, 2018
Year-End Tax Tips and Changes
Dec 06, 2018
Buy Used and Retire Early
Nov 29, 2018
Short Term Investing
Nov 15, 2018
When You Don't Have Enough
Nov 08, 2018
Health Insurance in Retirement
Nov 01, 2018
Drink That Latte!
Oct 25, 2018
The Markets and What We Can Expect
Oct 18, 2018
Failing Life Insurance
Oct 11, 2018
Why Advisors Avoid Bitcoin
Oct 04, 2018
Should YOU Hate Annuities?
Sep 27, 2018
The Number 1 Financial Tool
Sep 20, 2018
Only a Million Dollars?
Sep 13, 2018
Timing the Market
Sep 06, 2018
Health Insurance Changes
Aug 30, 2018
What is Fortnite?
Aug 23, 2018
Lump Sum vs Pension
Aug 16, 2018
Is Long Term Care Insurance Worth It?
Aug 02, 2018
Why You Should Delay Social Security
Jul 26, 2018
Why You Should Take Social Security Early
Jul 19, 2018
Financial Advice from the Founding Fathers
Jul 05, 2018
Over 50? Now what?
Jun 28, 2018
Top Retirement Tips of 2018 (so far)
Jun 21, 2018
Retirees Need More Risk?
Jun 07, 2018
Why Do Investors Underperform?
May 31, 2018
Retirement's Silent Killer
May 24, 2018
Financial Jeopardy
May 03, 2018
Here's To Your Longevity
Apr 26, 2018
American Horror Story: Health Insurance
Apr 19, 2018
Saving Your Retirement
Apr 12, 2018