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727-223-8454
727-223-8454
Dolphin Financial Group
  • Home
  • About
    • About Dolphin Financial Group
    • Dan Wendol
    • FAQs
  • Services
    • All Services
    • Income Planning
    • Insurance Planning
    • Financial Planning
    • Investment Management
    • Longevity Planning
    • Social Security Maximization
    • Tax Planning
    • Legacy Planning
    • Investment Risk Assessment
  • Process & Pricing
  • Videos
    • Free Finance Education Videos
    • Annuities
    • Fun Finances
    • Health Insurance
    • Investing
    • Life Insurance
    • Estate Legal Planning
    • Long-Term Care Planning
    • Real Estate Finance
    • Retirement Income
    • Retirement Lifestyle
    • Retirement Planning
    • Social Security
    • Tax Planning
  • Blog
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Category: Saving & Spending

Explore our retirement finance blog by category.

Student Loan Crisis Tips & Strategies

Executive Summary: The student loan situation has reached crisis levels. It has become a 2020 campaign issue. In this show

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Intermittent Spending – Mindfulness With Money

Intermittent Spending: the act of positively changing our spending habits by abstaining from spending during a specific timeframe. If you

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Why The Stimulus Is Bad For Retirees

Summary: Should retirees have received a stimulus check? Is is going to hurt them in the long run? In this

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Should I Buy A New or Used Car?

Executive Summary: Don\’t buy a new car! In this show we analyze an article that suggests spending no more than

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Surprise expenses

Top Unexpected Expenses in Retirement

Those that are prepared for retirement will often still be surprised when certain expenses appear. The surprise is usually in

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retirement income planning tactic

Spending Freeze for Pre-Retirees

Spending Freeze: stopping all spending during a specific timeframe. Two of the most popular questions pre-retirees ask when they are

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Intermittent Spending – Mindfulness With Money

Intermittent Spending: the act of positively changing our spending habits by abstaining from spending during a specific timeframe. If you

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When “Free” Isn’t Free

Summary: Free is a good thing right? Well, as the old saying goes, nothing in life is free. Or is

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Make More Money Staying Unemployed?

Summary: The economic relief bill passed in March of 2020 has increased unemployment benefits by an extra $600 per week.

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Retirement Strategies under the CARES Act

CARES Act Retirement Strategies

Summary: The Coronavirus Aid, Relief, & Economic Security Act (CARES) has some parts that impact our retirement system. In this

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Money Lessons from Dwayne Wade

Financial Advice From Celebrities

Summary: Men\’s Health recently released a series of videos around a \”men\’s wealth\” theme. In these videos, they interview celebrities

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Don't bother saving for retirement

Saving For Retirement Is A Waste

Summary: Is saving for retirement a waste of resources? Does it make more financial sense to spend your money on

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Avoiding Investment Regrets

Investing Regrets & How To Avoid Them

Summary: In a recent online survey conducted by MagnifyMoney.com, people with investment accounts were asked about any regrets they had.

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