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business
Hosted by Dan Wendol · business · EN-US · 363 episodes
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.
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Contact path
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Booking probability
27%
Guest openness
Selective
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Signup to Generate a PitchDolphin Financial Radio is a business podcast hosted by Dan Wendol, with 363 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Dan Wendol hosts Dolphin Financial Radio, a business show with 363 episodes published.
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Dolphin Financial Radio
In May of 2025, the House passed the "One Big, Beautiful, Tax Bill." It now goes to the Senate for approval. There are many provisions in this Bill that impact pre-retirees or those already in retirement the most.
Dolphin Financial Radio
Do spouses that retire at different times spend more or less in retirement? Does the decision of when each spouse retires really impact their level of spending? The study results we review in this show might surprise you.
Dolphin Financial Radio
Social Security spousal benefits allow for the lower earning spouse to potentially get an increase in benefits based on their spouse's work history. This holds true for certain DIVORCED spouses. In this show we talk about the rules and calculations around claiming Social Security benefits based on your ex-spouse.
Dolphin Financial Radio
Social Security spousal benefits allow for the lower earning spouse to potentially get an increase in benefits based on their spouse's work history. In this show we talk about the rules and calculations around claiming Social Security benefits based on your spouse.
Dolphin Financial Radio
Which is better for retirement - a 401k or a Pension. We review the pros and cons of each retirement plan and decide which is preferrable for retirement planning. At age 62, would you rather have $1 million in a 401k or $75,000 per year in lifetime income?
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Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
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