Dan Wendol
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 jo...
Author
Dan Wendol
Category
Podcast website
Latest episode
May 30, 2025
Where to listen?
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Episodes
Don't Have Kids if you Want to Retire Comfortably 31.01.2019
Dan talks about the expense of children and how it can affect your retirement savings, and what to do to protect your retirement savings if you have children (he has 3 that he wouldn't give up for the world).
RMD's - Must-Know Facts and Strategies 24.01.2019
What does RMD stand for? How can it make or break your retirement? Dan talks about this and gives tips and strategies to help you to navigate the road of retirement income.
Leaving Las Vegas for Passive Investing 17.01.2019
In this episode Dan talks about going from risky to passive investing, going over some helpful tips from the late, great Jack Bogle of Vanguard.
Wall Street Casino 10.01.2019
This show was recorded live in Las Vegas! We talk about the stock market, gambling and weather or not there is a difference, and what that means to you.
2018's Top 5 - Review 03.01.2019
In this episode we count down our top 5 shows and topics of the past year.
The Financials Behind Cord Cutting 20.12.2018
Cord cutting is a popular phenomenon right now and Dan brings in a special guest to talk about canceling cable and what it means financially. Some price saving tips and more!
Your F.I.R.E.d 13.12.2018
Is it possible to be too frugal? To save too much? In this episode Dan talks about retiring early and what some people go through to make it happen. We address the pros and cons of early retirement.
Year-End Tax Tips and Changes 06.12.2018
In this episode we talk about what you need to know about the new tax laws and what's important for year-end tax planning.
Buy Used and Retire Early 29.11.2018
Today Dan talks about how your car buying habits can change your retirement. Important tips and a great discussion that you won't want to miss!
The Cost of Giving Thanks 22.11.2018
This show is really about the cost of NOT giving thanks. Dan talks about gratitude and how it can positively affect you and your finances. Not just what you are thankful for, but what you are grateful for.
Short Term Investing 15.11.2018
Most people invest in stocks and they invest for the long-haul, but what happens as you get older or run into situations where you need a much shorter time period? In this episode Dan talks about helpful suggestions and strategies for short-term investments.
When You Don't Have Enough 08.11.2018
How do you know you have enough to retire? Great question and in this episode we talk about solutions and options.
Health Insurance in Retirement 01.11.2018
Health Insurance costs are going up. You need a strategy for regular insurance or Medicare to deal with all of the changes and rising costs. In this episode Dan goes over some strategies to help you deal with Health Care in Retirement.
Drink That Latte! 25.10.2018
You've probably heard financial advice telling you to save money by cutting back or eliminating those coffee runs... Dan has a different take and some helpful advice. Listen to this episode and keep drinking your Latte's.
The Markets and What We Can Expect 18.10.2018
Dan gets out the crystal ball...Just kidding! But we do talk about where we've been and what the experts are saying.
Failing Life Insurance 11.10.2018
The good, the bad and the ugly when it comes to life insurance. What you can do with your existing policy and other things you need to know are discussed on this weeks show.
Why Advisors Avoid Bitcoin 04.10.2018
In this episode Dan tackles the hot and controversial topic of Bitcoin and crypto-currencies.
Should YOU Hate Annuities? 27.09.2018
Are annuities good or bad? You hear a lot of extreme views on this topic and Dan Wendol takes a look at the facts and what you need to know about Annuities.
The Number 1 Financial Tool 20.09.2018
There are many strategies and a whole lot of advice out there about how to manage and grow your finances. What is the most popular? What is the biggest? Is it right for you? Dan Wendol digs into this topic on todays show to help you navigate these financial waters.
Only a Million Dollars? 13.09.2018
On the TV talent show America's Got Talent they say the winner gets 1 million dollars. That's impressive! But wait! Dan Wendol read the fine print and show disclaimers and has some interesting information. Is it really a million dollars? How far will that go? Listen in to this weeks show to find out more!
Timing the Market 06.09.2018
They say you can't time the market...Who are "they" and are they correct? Dan Wendol has an answer that may surprise you! Listen to this episode to find out more.
Health Insurance Changes 30.08.2018
Things are changing fast in the world of health care. Health insurance and costs have been a big problem. In this episode Dan talks about ways to help you stay on top of it and keep costs down.
What is Fortnite? 23.08.2018
In this episode we talk about the addictive pop culture phenomena Fortnite. This video game is everywhere played by almost everyone between the ages of 7 and 21. But what does it mean to you? Should you be concerned? Dan talks about what is going on.
Lump Sum vs Pension 16.08.2018
Where are your retirement funds coming from? More and more people are having to make important life-changing decisions about their retirement funds. In this show Dan breaks down what you need to do to make the right decision...take the buyout or take the retirement pension. A lot of personal factors will determine what is best for you.
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