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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…
Based on 5 episodes we listened to · September 2026
Dan Wendell and Tony make retirement risk legible by testing financial plans against market declines, pension tradeoffs, local costs, and overlooked paperwork.
Dolphin Financial Radio turns retirement decisions into working conversations between Dan Wendell and Tony, with disagreement and follow-up questions carrying much of the explanation.
Dan and Tony ask who wants a market crash, then make you wonder who profits.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A clear retirement income plan can matter most when a falling 401(k) starts driving the fear.
Retiring into a rough market gives this episode its real tension. Dolphin Financial Radio returns to a COVID-era concern and carries it into a newer correction: what should change when retirement is near and the portfolio is dropping?
A grounded Florida retirement discussion that weighs affordability claims against migration, Social Security income, and limited housing supply.
Florida's retirement pitch gets a tougher financial look as Dolphin Financial Radio considers whether the state is becoming too expensive for people planning their next chapter.
A useful estate-planning reminder that the right documents still need the right information around them.
Estate planning gets concrete when Dan Wendell asks who would know where to look for buried gold, key passwords, account information, or contracts.
A plainspoken look at why market crashes can create both conviction and sales opportunities in retirement planning.
Dolphin Financial Radio frames a contrarian retirement question around who might actually welcome a falling stock market. Dan Wendell and Tony Scherr move through corrections and bear markets, then consider why bonds, gold, cryptocurrency, annuities, and cash value life…
A clear retirement-plan comparison that makes risk, pension stability, and market exposure easy to grasp.
401k vs Pension frames a common retirement decision around a sharper question: who carries the risk. Dan Wendell and Tony Schur contrast the control that comes with a 401k with the steadier income tied to a pension, then make a useful split between company risk and investment…
Paul Haavardsrud unpacks Canadian money stories, from ski-hill VIP pricing to French butter tariffs.
Real-estate freedom, taught in plain numbers.
This episode explains the rules for claiming Social Security spousal benefits from an ex-spouse.
Pensions get the early nod.
Dan Wendol and Tony discuss a study comparing healthcare usage and costs between Medicare Advantage and Medicare Supplement enrollees.
Dan Wendol and co-host Tony discuss the implications and reasons for spouses retiring at different times, covering health insurance, social impact, and financial planning.
Dan and Tony discuss the House-passed tax bill and its specific implications for retirees and pre-retirees.
Some investors really do root for crashes.
Dan Wendell and Tony Schur discuss the importance of documenting non-will assets for estate planning.