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
  • New 2026 401(k) Rule for Long-Term Care

    New 2026 401(k) Rule for Long-Term Care
    Apr 11 2026
    New 2026 SECURE Act 2.0 rule: Withdraw up to 2,600 penalty-free from your 401(k) before age 591⁄2 to pay qualified long-term care insurance premiums. In this episode, we break down exactly how the new qualified long-term care distribution works, the annual limit, who qualifies (you or your spouse only), what counts as a tax-qualified policy, and how hybrid life/annuity riders can still apply.
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  • Top 5 Mistakes if Retiring in 2026

    Top 5 Mistakes if Retiring in 2026
    Apr 4 2026
    Are you planning to retire in 2026? In this show we discuss the top 5 mistakes people retiring forget to plan for. If you are retiring soon, be sure to make sure you aren't missing one of the five really important factors. This is a retirement reality checklist to those of you about to make the switch to permanent unemployment.
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  • Top Scams in 2026

    Top Scams in 2026
    Mar 28 2026
    Scammers have been around since the dawn of time. However, the scams many are falling victim to recently are getting more tricky and sinister. In this show we discuss the "dirty dozen" scams highlighted by the IRS in 2026. Listen in and make sure you and your family don't get caught in one of these financial scams.
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