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.
Money Personality Types & Retirement
There are 7 unique money personality types according to psychology expert Ken Honda. In this show we review the different personalities and discuss how each type impacts retirement planning and living.
Financial Gifts For Kids
Sometimes parents or grandparents want to give their young family members financial gifts. In this show we talk about the various types of financial gifts you can give children along with the pros and cons of each.
The Social Security Earnings Test
Can you claim Social Security, yet continue working? Yes you can, but then you are subject to the "Social Security Earnings Test." In this show we discuss the details of the Earnings Test, how to avoid having Social Security benefits withheld, what "earnings" really are, and all the other important details of working while claiming Social Security.
Reduce AGI Retroactively
Reducing your Adjusted Gross Income (AGI) can have many benefits including reducing taxes and increasing benefits. However, sometimes the year passes and you still want to lower AGI for the previous year. In this show we discuss some ways to retroactively reduce your AGI for the previous year.
Saving Too Much?
Can you save too much for retirement? What about saving too much during retirement? Many people talk about saving more and more for retirement, but sometimes you might actually save too much. In this show we talk about scenarios where people are saving too much for retirement. We also discuss how some retirees are keeping too much in savings and not spending enough!
Health Insurance & The American Rescue Plan
There are major changes to the health insurance marketplace as a result of the passage of the American Rescue Plan (ARP) in March 2021. The health insurance premium subsidies have increased and more people can qualify. In this show we discuss the changes and how it can result in thousands of dollars in savings for many Americans.
Thank you for all the advice
This is a fantastic podcast that talks about all aspects of your financial life. Highly recommend listening. I had the opportunity to meet with Dan and couldn’t be happier with what he did for us and our family.
Thanks for the entertainment and advice
Great financial advice by two genuine people. Entertaining podcast.