260 episodes
Dolphin Financial Radio Dan Wendol
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- Business
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4.8 • 5 Ratings
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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.
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Don't Have Enough To Retire?
Many people believe they don't have enough money to retire. If that's true, then what do you do? Do you really have to work until you die? In this show we talk about the options you have if you find yourself short on retirement funds. Be proactive and make retirement a reality - listen to this show if you think you'll have to work until you die!
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When to DELAY Social Security
Sometimes the best financial move is wait to claim Social Security. In this show we go over the scenarios and situations where delaying claiming your Social Security benefit makes financial sense. Should you delay your Social Security?
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Claim Social Security EARLY
Sometimes the best financial move is to claim Social Security as soon as possible. It often makes sense to delay Social Security, but in this show we go over the scenarios and situations where claiming at 62 or as early as possible makes financial sense. Should you claim Social Security ASAP?
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Avoid Stocks in Retirement
Should you invest in the stock market when you are close to retirement? Why bother with risky assets when you can get fixed rates that are higher than they've been in a long while? In this show we discuss the idea of eliminating stock market risk when you retire.
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Mortgages in Retirement
Should you pay off your mortgage before retiring? Maybe. For many, being debt free in retirement is the ultimate goal. However, carrying a mortgage into retirement isn't necessarily a bad thing. In this show we discuss the idea of maintaining a mortgage during retirement and why, for some people, keeping the mortgage makes financial sense.
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#1 Factor for Retirement Success
A successful retirement is about increasing income and decreasing stress. In this show we identify the common trait seen in those who are experiencing a successful retirement. Focus on this, and your odds of success will go up!
Customer Reviews
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.