Dolphin Financial Radio Dan Wendol

What happens if your existing long term care policy price does up? Do you pay the price increase, or adjust the benefits to keep the policy affordable? In this show we review a real-life example of a client who is facing a potential 189% price increase for his existing LTC policy.

A successful retirement is about increasing income and reducing stress. In this show we review the top stresses faced in retirement and how to decrease or eliminate them.

In Part Three of this three part series, we explore how a needy family member can be one of the top threats to a successful retirement plan. This third "punch to the mouth" is often difficult to deal with because it's family! What do you do if you have an aging parent or adult child that needs financial assistance?

In Part Two of this three part series, we explore how a health crisis is one of the top threats to a successful retirement plan.
This second "punch to the mouth" is often difficult to deal with because not many people truly want to address or talk about it.
In each part of this series, we will identify the retirement planning threat, provide examples, and offer solutions.

In Part One of this three part series, we explore how market crashes are one of the top threats to a successful retirement plan.
This first "punch to the mouth" is perhaps the most widely known and easiest to prevent. In each part of this series, we will identify the retirement planning threat, provide examples, and offer solutions. Tune in to learn how to dodge the punches that come your way in retirement.

Losing a spouse can be difficult emotionally, but also financially. On top of the financial turmoil comes TAXES. In this show we discuss the specific tax problems that widow(er)s face when they lose a loved one. If you want to prepare for a potential tax situation or have recently lost a spouse, watch this show.