Dolphin Financial Radio
308 episodes - English - Latest episode: 3 days ago - ★★★★★ - 5 ratingsHave 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.
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Episodes
Stress During Retirement
June 22, 2019 05:00Successful retirement is about increasing income and decreasing stress. Are retirees stressed? What stresses will those entering retirement face? In this episode we discuss the new and challenging stresses that retirement brings about. We'll talk about not only financial stress, but also about the stress brought about by health issues, social changes, and the experience of retiring itself. What's the best way to reduce your stress as you begin retirement? Tune in to find out.
Working in Retirement - Is That An Oxymoron?
June 15, 2019 05:00More and more people are working in retirement. Is that what they want? Is that what you want? Do you have to? Is there any way to avoid it? In this episode Dan explores this topic and goes over why this is important to you and how planning can help.
Are 401(k)s Better Than Pensions?
June 08, 2019 05:00Which is better - a 401(k) plan or a Pension plan? As the traditional pension plans (defined benefit) have quickly been replaced by the 401(k) plans (defined contribution), we have seen more people struggling with retirement. Could it be that pensions are actually better than 401(k) plans? Is the guaranteed income from a pension a better option than the flexibility of a lump sum from a 401(k)? Join us as we discuss these option in detail and determine which is better - perhaps the answer is b...
Sell In May & Go Away
June 01, 2019 05:00"Sell in May and go away" - this is the old adage about the stock market. Does it make sense? The historical numbers suggest that the market returns during November through April drastically outperform the returns between May and October. Does this mean you should adapt the strategy of selling your stocks in May and buying them back on Halloween? Tune in to find out!
Will Boomers Crash The Stock Market?
May 25, 2019 05:00The Baby Boomers are at the age where a huge wave are retiring each day. As this continues, it begs the question - what will happen to their assets? Will Boomers follow the the trend which suggest moving out of the stock market as you get older? Will this mean more are selling their stocks each day to raise spending money? Will this large demographic push the US Stock market into a recession? Join us as we explore the validity of this theory and what you can do about it.
Who Wants A Stock Market Crash?
May 18, 2019 05:00Stock market corrections and crashes are a natural part of the investing process. However, what about the people who actually hope for such volatility and downside? In this show we explore the types of people who want to see the stock market go down. We will discuss the motivation and strategies people have for cheering market corrections. Is hoping for a market correction a bad thing or a good thing?
Songs about Money, Finances, & Retirement
May 11, 2019 05:00Time for some fun! Have you ever learned a financial lesson from a song you heard on the radio? Well, tune in as we listen to some classic songs and discuss the important financial lessons embedded in the songs. We'll cover songs by: The Rolling Stones Dire Straits The Beatles ABBA Pink Floyd Ludacris and others.... So bring your dance shoes, paper, and pencil for an exciting episode of Dolphin Financial Radio
Social Security & Medicare Bankrupt?!
May 04, 2019 05:00According to the 2019 annual report from the board of trustees overseeing Social Security, under current assumptions, the reserves will be depleted in 2034. What is happening? How can we fix this? What should you do about your Social Security strategy? Listen in!
Lotto Winner Sues Son
April 27, 2019 05:00That's quite the headline. We've talked about the money troubles of lottery winners before, but this one is current and it's a doozy of a story. Dan looks at what happened and the financial lessons that we can learn to help improve our own financial lives and retirement savings.
Are Federal Workers Overpaid?
April 20, 2019 05:00In this episode we discuss the Congressional Budget Office finding that federal employees have a 17% higher wage/benefit package than their private sector counterparts.
Saving Money with Intermittent Fasting
April 13, 2019 05:00The health benefits of intermittent fasting are pushing more people to adapt this lifestyle. Besides the health benefits, are there any financial benefits? In this episode we discuss how intermittent fasting can improve your financial well-being in several ways.
Money & Marriage
April 06, 2019 05:00Money is a leading cause of divorce. In this show we discuss the ways money might impact a marriage or relationship and explore tips on how to communicate with a spouse about money.
Why Are Tax Refunds Lower?
March 28, 2019 05:00Tax refunds are down this year. Does that mean the Trump tax law changes are hurting Americans? Is getting a refund a good thing? We explore the details of what is happening this first year of tax returns under the new rules.
Retiring to Florida
March 21, 2019 05:00To say Florida is a popular place to retire is an understatement. What do you need to know about retirement in Florida? It 's not just about pink flamingos on the lawn! Whether you live here now or are planning on moving to Florida, you'll want to listen to this episode for some tips, strategies and important information to make your retirement and relocation a success.
Skyrocketing Price of Long Term Care
March 16, 2019 05:00In this episode Dan talks about the LTC crises in America, and the costs of long term care insurance. He also discusses your options to plan or cover these costs.
Nursing Home vs. Hotel or Cruise
March 07, 2019 06:00There's a popular social media story about a man who posted his plans for living at a Hotel instead of senior living and nursing homes. Dan talks about the feasibility of this concept and even living on a cruise ship instead of paying the high cost of retirement homes. We also talk about other out of the box ideas and strategies for retirement.
Be Flexible In Retirement
February 28, 2019 06:00Retirement looks different for everyone and you also need to be prepared for it to change as you go. In this episode Dan explores things you can to to prepare for the punch that you are not expecting in retirement.
The Value of Outsourcing
February 21, 2019 06:00We've all heard the phrase "time is money," and in this episode Dan talks about how to best use your time and resources.
Millennials, the Financial Aspects
February 14, 2019 06:00In this show Dan talks about Millennials, the stereotypes and their financial issues.
Debt in Retirement
February 07, 2019 06:00Is debt in retirement bad? Is it best to retire with no debt or is there such a thing as good debt?
Don't Have Kids if you Want to Retire Comfortably
January 31, 2019 06:00Dan talks about the expense of children and how it can affect your retirement savings, and what to do to protect your retirement savings if you have children (he has 3 that he wouldn't give up for the world).
RMD's - Must-Know Facts and Strategies
January 24, 2019 06:00What does RMD stand for? How can it make or break your retirement? Dan talks about this and gives tips and strategies to help you to navigate the road of retirement income.
Leaving Las Vegas for Passive Investing
January 17, 2019 06:00In this episode Dan talks about going from risky to passive investing, going over some helpful tips from the late, great Jack Bogle of Vanguard.
Wall Street Casino
January 10, 2019 06:00This show was recorded live in Las Vegas! We talk about the stock market, gambling and weather or not there is a difference, and what that means to you.
2018's Top 5 - Review
January 03, 2019 06:00In this episode we count down our top 5 shows and topics of the past year.
Health Insurance Alternatives
December 27, 2018 06:00Retirement can be scary, but it doesn’t have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
The Financials Behind Cord Cutting
December 20, 2018 06:00Cord cutting is a popular phenomenon right now and Dan brings in a special guest to talk about canceling cable and what it means financially. Some price saving tips and more!
Your F.I.R.E.d
December 13, 2018 06:00Is it possible to be too frugal? To save too much? In this episode Dan talks about retiring early and what some people go through to make it happen. We address the pros and cons of early retirement.
Year-End Tax Tips and Changes
December 06, 2018 06:00In this episode we talk about what you need to know about the new tax laws and what's important for year-end tax planning.
Buy Used and Retire Early
November 29, 2018 06:00Today Dan talks about how your car buying habits can change your retirement. Important tips and a great discussion that you won't want to miss!
The Cost of Giving Thanks
November 22, 2018 06:00This show is really about the cost of NOT giving thanks. Dan talks about gratitude and how it can positively affect you and your finances. Not just what you are thankful for, but what you are grateful for.
Short Term Investing
November 15, 2018 06:00Most people invest in stocks and they invest for the long-haul, but what happens as you get older or run into situations where you need a much shorter time period? In this episode Dan talks about helpful suggestions and strategies for short-term investments.
When You Don't Have Enough
November 08, 2018 06:00How do you know you have enough to retire? Great question and in this episode we talk about solutions and options.
Health Insurance in Retirement
November 01, 2018 05:00Health Insurance costs are going up. You need a strategy for regular insurance or Medicare to deal with all of the changes and rising costs. In this episode Dan goes over some strategies to help you deal with Health Care in Retirement.
Drink That Latte!
October 25, 2018 05:00You've probably heard financial advice telling you to save money by cutting back or eliminating those coffee runs... Dan has a different take and some helpful advice. Listen to this episode and keep drinking your Latte's.
The Markets and What We Can Expect
October 18, 2018 05:00Dan gets out the crystal ball...Just kidding! But we do talk about where we've been and what the experts are saying.
Failing Life Insurance
October 11, 2018 05:00The good, the bad and the ugly when it comes to life insurance. What you can do with your existing policy and other things you need to know are discussed on this weeks show.
Why Advisors Avoid Bitcoin
October 04, 2018 05:00In this episode Dan tackles the hot and controversial topic of Bitcoin and crypto-currencies.
Should YOU Hate Annuities?
September 27, 2018 05:00Are annuities good or bad? You hear a lot of extreme views on this topic and Dan Wendol takes a look at the facts and what you need to know about Annuities.
The Number 1 Financial Tool
September 20, 2018 05:00There are many strategies and a whole lot of advice out there about how to manage and grow your finances. What is the most popular? What is the biggest? Is it right for you? Dan Wendol digs into this topic on todays show to help you navigate these financial waters.
Only a Million Dollars?
September 13, 2018 05:00On the TV talent show America's Got Talent they say the winner gets 1 million dollars. That's impressive! But wait! Dan Wendol read the fine print and show disclaimers and has some interesting information. Is it really a million dollars? How far will that go? Listen in to this weeks show to find out more!
Timing the Market
September 06, 2018 05:00They say you can't time the market...Who are "they" and are they correct? Dan Wendol has an answer that may surprise you! Listen to this episode to find out more.
Health Insurance Changes
August 30, 2018 05:00Things are changing fast in the world of health care. Health insurance and costs have been a big problem. In this episode Dan talks about ways to help you stay on top of it and keep costs down.
What is Fortnite?
August 23, 2018 05:00In this episode we talk about the addictive pop culture phenomena Fortnite. This video game is everywhere played by almost everyone between the ages of 7 and 21. But what does it mean to you? Should you be concerned? Dan talks about what is going on.
Lump Sum vs Pension
August 16, 2018 05:00Where are your retirement funds coming from? More and more people are having to make important life-changing decisions about their retirement funds. In this show Dan breaks down what you need to do to make the right decision...take the buyout or take the retirement pension. A lot of personal factors will determine what is best for you.
Is Long Term Care Insurance Worth It?
August 02, 2018 05:00How will you cover long-term care and major health needs in retirement? Is Long-Term Care insurance worth it? Dan digs into this topic and talks about the issues and the options available to you that you may not know about.
Why You Should Delay Social Security
July 26, 2018 05:00On the last episode Dan talked about why we should take Social Security early, now he's saying we should delay? Listen in to find out what he's talking about.
Why You Should Take Social Security Early
July 19, 2018 05:00When should you take Social Security? In this show Dan talks about the reasons you may want to take it earlier rather than later and goes over the pros and cons.
Financial Advice from the Founding Fathers
July 05, 2018 05:00Speaking of Independence Day... Our founding fathers had some great things to say about finances. There are many lessons to be learned and of course host Dan Wendol tells us all about them and how to apply these lessons to help our own financial situations!
Over 50? Now what?
June 28, 2018 05:00Retirement can be scary, but it doesn’t have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.