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A tartalmat a Dan Wendol biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dan Wendol vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Dolphin Financial Radio
Mind megjelölése nem lejátszottként
Manage series 2294583
A tartalmat a Dan Wendol biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dan Wendol vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
…
continue reading
347 epizódok
Mind megjelölése nem lejátszottként
Manage series 2294583
A tartalmat a Dan Wendol biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dan Wendol vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
…
continue reading
347 epizódok
Minden epizód
×D
Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
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.
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
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.…
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
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?
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?
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
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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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
Prescription drug costs on Medicare can be quite expensive. However, the government has set a limit on the out of pocket expenses on Medicare Part D (Prescription Drug) plans. The new $2,000 limit applies to the deductible, the copays, and the coinsurance. But, will this actually reduce the overall cost for prescription drug plans?…
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
Investment portfolios can get out of balance based on market performance. Many people will rebalance their holdings to get back in line with their original risk levels. However, retirees face a unique set of challenges when it comes to rebalancing. Do retirees even need to rebalance?
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
If you need health insurance before Medicare (typically age 65), it can be outrageously expensive. In this show we explore the costs for plans in 2025. We also explain how to be able to afford these plans that can easily cost over $20,000 per year.
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
The "Santa Claus Rally" is a term used to describe an increase in the stock market around the Christmas holiday. Based on a term coined in 1972, this market phenomenon has historical data to back it up. Yet, is the Santa Claus Rally a real thing, and if so, should you factor it into your financial plans?…
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
Research is showing that nearly 6 in 10 people retire earlier than they planned. Why are they doing this? Is this a case of great savings, poor planning, or unexpected circumstances? In this show, we explore some of the data from a Nov. 2024 study.
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
Research is proving that being grateful can improve your finances and increase your longevity. In this show we discuss some research around how practicing gratitude may be a "simple" way to improve your chances of having a successful retirement.
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
The Social Security Fairness Act of 2023 just passed House and was sent to the Senate. It looks like this big change to Social Security will pass the Senate and land on President Biden's desk for signature. This law would eliminate the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP), which impacts millions of Americans. H.R.82: https://www.congress.gov/bill/118th-congress/house-bill/82…
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
Now that Donald Trump has been elected for a second term, the tax landscape is more clear. In this show we discuss the changes (or lack thereof) to the tax situation expected during the next four years of a Trump presidency.
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
Many people feel that Presidential elections result in drastic changes in the economy and personal finances. Does this mean you should adjust your major financial plans, such as retirement, based on election outcomes? In this show we talk about the adjustments one might consider during a Presidential election.…
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Dolphin Financial Radio
![Dolphin Financial Radio podcast artwork](/static/images/64pixel.png)
Toward the end of 2024, there has been a lot of talk about an upcoming "Lost Decade" for the US Stock market. This is where the stock market performs relatively poorly for a full ten year period, much like the decade from 2000-2010 in which the S&P 500 index was negative. What strategies should those approaching retirement consider under these circumstances?…
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