Videos

Retirement Planning Made Easy

Free Financial Education Videos on Retirement Income, Social Security, Investing, and More

Discover expert financial guidance with Dolphin Financial’s extensive video library. Explore educational content on essential topics like Retirement Income, Housing and Real Estate, Social Security strategies, Tax Planning tips, Investment insights, and Life and Health Insurance essentials. Whether you’re planning for the future or seeking to optimize your retirement finances, our video resources are designed to educate, empower, and guide you every step of the way. Start your journey to financial confidence today with our free, easy-to-access video collection.

Housing & Real Estate

Explore how real estate can play a role in your retirement strategy, from downsizing to investment properties.

Has it become cheaper to rent than to buy and own a home in retirement? In this show we discuss some of recent conditions that are suggesting renting might actually be cheaper. We also discuss the biggest factor in this decision - home equity. Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group. For more information on this podcast: https://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php
Cheaper to Rent Vs. Own in Retirement? How recent conditions are suggesting renting may be better.
YouTube Video UExPVlNaajNNLTRTSUZIRVh1UlJKS1hTR000bjUzZWtKby5DQUNERDQ2NkIzRUQxNTY1

Cheaper to Rent Vs. Own in Retirement? How recent conditions are suggesting renting may be better.

Full Playlist

Retirement Income

Discover strategies to generate a reliable income stream you can rely on throughout your retirement years.

President Trump signed the One Big Beautiful Bill Act on July 4, 2025. How does the final version impact those close to or in retirement? In this show we discuss the tax and policy changes that impact those near retirement the most. Some changes are permanent, some are only temporary. Tune in to find out our take on the last government behemoth. Link to the text of the Act: https://www.congress.gov/bill/119th-congress/house-bill/1/text www.dolphinfinancialgroup.com Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group. For more information on this podcast: https://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php
One, Big, Beautiful Bill Act's Impact on Retirement: "Bonus" deduction for seniors is temporary!
YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS5ENEEyOTIwNkY4NzFGMkQ2

One, Big, Beautiful Bill Act's Impact on Retirement: "Bonus" deduction for seniors is temporary!

Full Playlist

Social Security

Learn claiming strategies for singles, couples, and more. Maximize your benefits with our expert advice.

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. https://www.ssa.gov/news/press/factsheets/colafacts2025.pdf Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group. For more information on this podcast: https://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group. For more information on this podcast: https://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php
How to Get the Max Social Security Benefit of $5,108 in 2025. Three things needed to qualify.
YouTube Video UExPVlNaajNNLTRTSy15cEJwOTdibUVxZThoMnBDSmNmbS42QzdBMzlBQzQzRjQ0QkQy

How to Get the Max Social Security Benefit of $5,108 in 2025. Three things needed to qualify.

Full Playlist

Fun Financial Miscellany

Enjoy engaging content on money songs, historical advice, lotteries, holidays, and surprising costs. Learn while you laugh!

Time for some fun! Have you ever learned a financial lesson from a song you heard on the radio? Well, tune in as we listen to some classic songs and discuss the important financial lessons embedded in the songs. We'll discus the following songs: 01:40 "Money for Nothing" - Dire Straits 07:00 "You Can't Always Get What You Want" - The Rolling Stones 15:00 "Time" - Pink Floyd 19:37 "Mercedes Benz" - Janice Joplin 21:22 "Lido Suffle" - Boz Scaggs 24:30 "The Gambler" - Kenny Rogers 28:04 "Money, Money, Money" - ABBA 31:25 "If I Had A Million Dollars" - Barenaked Ladies 37:46 "Large Amounts" - Ludacris 42:09 "Taxman" - The Beatles 45:20 "Money" - Pink Floyd So bring your dance shoes, paper, and pencil for an exciting episode of Financially Tuned #songsaboutmoney #moneysongs Listen in Thurs at 9am and Saturday at 11am on www.tantalk1340.com Wtan 1340 AM Radio 106.1 FM Now on air at 106.1 in Clearwater (1340AM)! For archived shows go here: http://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php
Songs About Money & Finances
YouTube Video UExPVlNaajNNLTRTSjcxRjY5el8zZjg4dWdjSm5uSFE2My4xMkVGQjNCMUM1N0RFNEUx

Songs About Money & Finances

Full Playlist

Tax Planning

Learn strategies to minimize taxes in retirement. Understand Social Security tax, income tax, and optimize your financial plan.

This video is private.
Private video
YouTube Video UExPVlNaajNNLTRTS2dMekQzbXRTYnpCOTREZjZFYm9FMy5CNTZFOTNGQzZEODg1RUQx

Private video

Full Playlist

Retirement Lifestyle Strategies

Explore tips for retiring in Florida, managing stress, relationships, and making smart financial choices for a fulfilling life.

A discussion of three quotes from Walden, written by Henry David Thoreau and how they relate to retirement planning. What can we learn from Thoreau about financial matters and retirement planning in general? The three highlighted quotes: 1. "A man is rich in proportion to the number of things which he can afford to let alone" 2. "Spending of the best part of one's life earning money in order to enjoy questionable liberty during the least valuable part of it, reminds me of the Englishman who went to India to make a fortune first, in order that he might return to England and live the life of a poet." 3. "Why should we be in such desperate haste to succeed and in such desperate enterprises? If a man does not keep pace with his companions, perhaps it is because he hears a different drummer. Let him step to the music which he hears, however measured or far away." Dolphin Financial Group, Clearwater FL.
A Simple Retirement (Thoreau's Walden)
YouTube Video UExPVlNaajNNLTRTS2M2Z3NMUzBGS3hKdXh1VlF0cUFkRy45ODRDNTg0QjA4NkFBNkQy

A Simple Retirement (Thoreau's Walden)

Full Playlist

Annuities

Learn about fixed, indexed, and variable annuities for retirement income, protecting assets, and navigating interest rate impacts.

No one likes to lose money. One product that has been touted to prevent downside and protect principal is the fixed indexed annuity. In this video we explore the reality behind this tool. Are Indexed Annuities too good to be true? Financial advice provided to people in the Tampa, Clearwater Florida area.
Using Indexed Annuities to Protect Money
YouTube Video UExPVlNaajNNLTRTTExodHZOYVhsVTRNVnV2N0xxb2xWNi41MjE1MkI0OTQ2QzJGNzNG

Using Indexed Annuities to Protect Money

Full Playlist

Life Insurance

Learn about term, universal, and indexed universal life insurance. Understand policy conversions and survivor benefits.

There is a major problem with Universal Life insurance policies, including Indexed ULs. Watch this video to understand the basics on how they work, why they sometimes fail, and what to consider BEFORE buying a new one or CANCELLING an old policy. What is a Universal Life Policy? Why do Universal Life Policies Fail? How to learn more about an existing life insurance policy? How does cash value work in a universal life policy? Why is my Universal Life policy lapsing? What is difference between Term, Whole Life, and Universal Life? Financial advice provided to people in the Tampa, Clearwater Florida area.
Universal Life Insurance A Bad Idea? Problems With Lapsing Policies
YouTube Video UExPVlNaajNNLTRTSV9zZHkxbG9sMGNEVHM1blB2YVhMUC4yODlGNEE0NkRGMEEzMEQy

Universal Life Insurance A Bad Idea? Problems With Lapsing Policies

Full Playlist

Health Insurance

Understand Medicare costs, Advantage vs. Supplement, pre-65 options, HSA benefits, and long-term care planning.

The House of Representatives is adjusting the One, Big, Beautiful Bill and some parts greatly impact our health insurance system. In particular, the ACA subsidies that many rely on to afford health insurance are being reduced or eliminated. Does this really mean millions will lose coverage? We reference this CBO letter in this show: https://www.cbo.gov/system/files/2025-06/Wyden-Pallone-Neal_Letter_6-4-25.pdf www.dolphinfinancialgroup.com Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group. For more information on this podcast: https://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php
Losing Health Insurance as a result of House version of the One, Big, Beautiful, Bill.
YouTube Video UExPVlNaajNNLTRTS2lBUUVfQWxUTzRhVzg1SDQteVNGbC44Mjc5REFBRUE2MTdFRDU0

Losing Health Insurance as a result of House version of the One, Big, Beautiful, Bill.

Full Playlist

Investing

Learn about stock market strategies, risk management, creating income, and navigating market volatility for a secure future.

According to Fidelity, retirement accounts are the highest they have been since 2021. In fact, Gen X has higher balances than the Boomers! This may seem like a great thing, which it is...but watch out! Those approaching retirement with large retirement accounts should watch out for a huge pitfall known as "sequence risk." Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group. For more information on this podcast: https://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php
Retirement Accounts at Highs - BEWARE! 401ks and IRAs may be up in value, there is still a concern.
YouTube Video UExPVlNaajNNLTRTTFNxbFVxaU9DRXNRS0NQMTVKZHo2bS42QzdBMzlBQzQzRjQ0QkQy

Retirement Accounts at Highs - BEWARE! 401ks and IRAs may be up in value, there is still a concern.

Full Playlist

Long Term Care & Longevity Planning

Explore costs, insurance, and planning. Learn how to protect your finances and family.

How to pay for Long Term Care expenses. This video discusses four ways to pay for Long Term Care. You'll learn about how to cover the major financial burden associated with Long Term Care, nursing home, or assisted living facilities. Some ways to pay for long term care: 1. Self insure 2. Medicaid 3. Long-term Care Insurance 4. Hybrid Life/LTC insurance Financial advice provided to people in the Tampa, Clearwater Florida area.
How To Pay For Long Term Care - 4 Ways
YouTube Video UExPVlNaajNNLTRTS0JrTUlpTVR2clVMb2NUODJWQzZ5Xy41MjE1MkI0OTQ2QzJGNzNG

How To Pay For Long Term Care - 4 Ways

Full Playlist

Retirement Podcast - Dolphin Financial Radio

Weekly podcast on retirement income, Social Security, Medicare, investments, lifestyle, and more. Tune in for expert advice.

This video is private.
Private video
YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS5FMTRBMDgyN0ZFQjY4Mzkw

Private video

Full Playlist

Retirement Planning

Learn about retirement planning, life insurance, and building financial trust within the Hispanic community.

President Trump signed the One Big Beautiful Bill Act on July 4, 2025. How does the final version impact those close to or in retirement? In this show we discuss the tax and policy changes that impact those near retirement the most. Some changes are permanent, some are only temporary. Tune in to find out our take on the last government behemoth. Link to the text of the Act: https://www.congress.gov/bill/119th-congress/house-bill/1/text www.dolphinfinancialgroup.com Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group. For more information on this podcast: https://www.dolphinfinancialgroup.com/financial-talk-radio-clearwater-tampa-florida.php
One, Big, Beautiful Bill Act's Impact on Retirement: "Bonus" deduction for seniors is temporary!
YouTube Video UExPVlNaajNNLTRTS0xGSGJUZU1TbE56SXRicFNqMDl0dy41MjA2QjlEREM3NTE0RkJG

One, Big, Beautiful Bill Act's Impact on Retirement: "Bonus" deduction for seniors is temporary!

Full Playlist

Financial Video Playlists:

Housing & Real Estate

Retirement Income

Social Security

Fun Financial Miscellany

Tax Planning

Retirement Lifestyle Strategies

Annuities

Life Insurance

Health Insurance

Investing

Long-Term Care & Longevity Planning

Retirement Podcast - Dolphin Financial Radio

Estate Planning & Protection

Retirement Planning

Ready to begin the conversation about your retirement planning? Let's talk today!

Talk To Us

Dolphin Financial Group acts in a fiduciary capacity to help people make life’s toughest financial decisions.

Services

Main Menu

Quick Links

Main Menu

Address:

2430 Estancia Blvd. Suite 206
Clearwater, FL 33761

Tel:

727-223-8454
555-508-5935

Email:

info@dolphinfinancialgroup.com

Social:

Facebook X-twitter Linkedin Youtube
Copyright © 2025 Dolphin Financial Group Clearwater , FL | All rights reserved

Privacy Policy