Dolphin Financial Radio

Dan Wendol
  • 4.8 (6)
  • INVESTING
  • UPDATED WEEKLY
Dolphin Financial Radio

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.

  1. 6D AGO

    Tax Free Social Security

    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 this potential tax change?

  2. FEB 28

    Tax Buckets in Retirement

    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 we talk about three tax buckets (Taxable, Tax Deferred, Tax Free) and debate which one is the "best" for retirees.

  3. FEB 22

    Retirement Income Buckets

    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 Buckets. Is the "Bucket Approach" to retirement income as simple as is often made out to be?

  4. FEB 14

    Fill Up Your Tax Bracket

    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 overlooked considerations when implementing this strategy.

  5. FEB 7

    Surprise Tax Penalty in Retirement

    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 estimated quarterly taxes, which is often something overlooked by new retirees. Learn how to avoid this sneaky tax penalty.

  6. FEB 1

    2025 Update: GPO & WEP Removed

    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 increase my benefit? What's the latest from SSA?

  7. JAN 17

    Medicare Drug Prices: The government is here to help!

    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 can we expect going forward?

  8. JAN 10

    Maximum Social Security Benefit in 2025

    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 Social Security in 2025.

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4.8
out of 5
6 Ratings

About

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.

Information

  • Creator
    Dan Wendol
  • Years Active
    2018 - 2025
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © 2018 Dolphin Financial Group
  • Show Website
    Dolphin Financial Radio

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