Dolphin Financial Radio Podcast Por Dan Wendol arte de portada

Dolphin Financial Radio

Dolphin Financial Radio

De: Dan Wendol
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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. Economía
Episodios
  • $6000 Bonus Deduction for Seniors Age 65 and Older

    $6000 Bonus Deduction for Seniors Age 65 and Older
    Jul 26 2025
    A $6,000 Bonus Deduction is part of the One Big Beautiful Bill Act. In this show we discuss the details of this new tax deduction, how it works, and some of the limitations. We also address the myth that this is an elimination of Social Security taxes.
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  • Gambling in Retirement

    Gambling in Retirement
    Jul 19 2025
    How tax changes in the One Big Beautiful Bill Act impacts winning gamblers. There are new tax rules about gambling winnings and losses in the One Big Beautiful Bill Act. In particular, the new rule limits using only 90% of gambling losses to offset gambling winnings. This could have a life-changing impact on certain people who do a lot of "gambling." Do you pay taxes on your gambling winnings?
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  • One, Big, Beautiful Bill Act's Impact on Retirement

    One, Big, Beautiful Bill Act's Impact on Retirement
    Jul 12 2025
    The "One, Big, Beautiful Bill Act" has just been signed into law, bringing significant changes that will impact your retirement. This episode breaks down the key provisions, from new tax deductions for seniors and permanent tax rate extensions, to potential shifts in healthcare and Required Minimum Distributions (RMDs). Tune in to understand how this sweeping legislation could reshape your financial future and what steps you need to take now.
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