Retirement Planning Podcasts

Planning Your Retirement with Dolphin Financial Radio

Free Financial Education Videos by Dolphin Financial Group

Welcome to the video archive of ‘Planning Retirement with Dolphin Financial Radio,’ your weekly podcast resource for all things retirement finance. Join us as we delve into crucial topics for those thinking about or already living in retirement. Each episode covers a wide range of subjects, including income planning, Social Security strategies, Medicare insights, investment advice, retirement lifestyles, cash flow management, long-term care considerations, insurance options, and much more. Whether you prefer to watch or listen, these episodes offer valuable financial education to help you navigate your retirement journey with confidence. Explore the episodes below and tune in regularly for timely and relevant retirement planning discussions.

Planning Retirement with Dolphin Financial Radio

Do you have "leaks" in your retirement plan that need to be redirected? Let us know: https://dolphinfinancialgroup.com/contact-us/

The ancient fable of "The Cracked Pot" can teach us a powerful lesson about planning for your retirement. Listen to this old tale and learn how you can make some adjustments to your approach that may lead to a much brighter and satisfying future.

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

Ancient Wisdom in The Cracked Pot Fable: What can we learn from this story to help with retirement?

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS41RjNCNjdGQUYwMEEyRkMx

Do you need to change your portfolio but something is holding you back? Let us know: https://dolphinfinancialgroup.com/contact-us/

You can't sell now, even though you think it might be time to do so. After tremendous gains (or losses) in the stock market, many are in a position where they want to adjust their portfolio, but they can't seem to do it. Perhaps the "Endowment Effect" is what is holding them back. In the show, we talk about this situation where people are "stuck" and don't know why.

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

Why you can't sell your stocks now: Perhaps you are held back by the "Endowment Effect."

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS5CNEM0MzBCNDY3RkU1NUMw

Do you need help planning health insurance? Let us know: https://dolphinfinancialgroup.com/contact-us/

The health insurance subsidy cliff is back! In this show we discuss the top two important things to know about health insurance before Medicare. ACA plan prices are out of control and you need to be proactive about it.

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

Subsidies Are Gone? No, but you need to make sure get the most subsidy possible.

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS5DREQyNTBBODE4MzEyMjg4

Do you know if you "have enough" to retire? Let us know: https://dolphinfinancialgroup.com/contact-us/

What if you think you don't have enough to retire? What's your next move? In this show, we talk about steps to take if you have that feeling that you'll be forced to work forever. Don't bury your head in the sand - take a proactive approach instead.

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

Don t Have Enough to Retire: What's my next move?

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS5CNTk5RDhGNzdCMkRBRDUz

Do you have a problem with a life insurance policy? Let us know: https://dolphinfinancialgroup.com/contact-us/

Can life insurance be used as a retirement income tool? Yes. Did Kyle Busch, the famous NASCAR driver, recently lose $8 million with such a life insurance strategy? Apparently so. In this show we talk about the current lawsuit between Busch and the insurance company.

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

Lost $8 million on life insurance? Kyle Busch sues an indexed universal life insurance company

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS5GQ0FFREZGNjRBNUVFQUVB

Are you considering a Roth Conversion and need some help? Let us know: https://dolphinfinancialgroup.com/contact-us/

To convert or not convert?...that is the question. In this show we discuss some top factors to consider when deciding about converting your Traditional IRA to a Roth IRA. Be sure to listen in to learn the one particular factor that is often overlooked and that can dramatically change the tax math on your Roth conversion decision.

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

The TOP Roth Conversion Factor Many Miss: How this factor changes the math on Roths.

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS5BNzVDNTJBQkJBOTRGRUMw

Do you want have too much in savings? Let us know: https://dolphinfinancialgroup.com/contact-us/

Many retirees keep money at the bank, whether in checking or savings or CDs. The topic of this show is whether or not they keep TOO MUCH at the bank. We talk about why many people might be saving too much and how it might be hurting them in the long run.

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

You have way too much in your savings account. How it is hurting you financially.

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS44OUQ3NTI3QjhGMTRCODVD

Do you want help calculating your "magic number"? Let us know: https://dolphinfinancialgroup.com/contact-us/

We’re tackling the biggest misconception in financial planning: the idea that there is one universal "magic number" you need to hit for a comfortable retirement. We break down why fixating on a round figure like $1 million is misleading and often causes unnecessary stress and anxiety. Instead of focusing on a total savings amount, learn the three personal variables—expenses, guaranteed income, and the savings "gap"—that determine your true retirement number.

The article referenced in this show: https://www.usatoday.com/story/money/2025/10/06/retirement-savings-social-security-florida-arizona/86550681007/

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

"Magic Number" is now $1.5 Million to retire? This is crazy!

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS4yQkQ3QUY2RTlGRjM3MTJE

New guidance from the IRS has been issued regarding catch-up contributions into 401k plans. This new guidance starts in 2027, but employers may start it in 2026. In this show we explain the options for people 50 years old and up and how this new information should be impacting your tax planning.

Government document referenced in podcast: https://www.federalregister.gov/documents/2025/09/16/2025-17865/catch-up-contributions

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

401k Catch-Up Contributions - New IRS guidance impacts tax planning for those age 50+. 2025-2027.

YouTube Video UExPVlNaajNNLTRTSTVKMTVNdWhXQnp0NTQwQl8xdkRqcS5DRDZEMDAwRUY1NTJCODA1

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Insights on Income, Social Security, and Medicare

As you’ve experienced in these podcast episodes, planning for retirement involves understanding various interconnected financial aspects. We’ve discussed strategies for generating retirement income, navigating the complexities of Social Security benefits (including potential changes and claiming strategies), and staying informed about Medicare costs and drug price updates. Keeping abreast of these core elements is essential for a secure retirement.

Investment Strategies and Lifestyle Considerations

We’ve also explored important investment considerations, such as rebalancing your portfolio and understanding market trends like the Santa Claus Rally. Furthermore, we’ve touched on lifestyle factors that impact retirement, including the decision to retire early and even the surprising influence of gratitude on your finances. Recognizing the interplay between your financial decisions and your desired lifestyle is key to a fulfilling retirement.

Tune In Regularly for Your Retirement Planning Needs

Dolphin Financial Radio is your ongoing resource for staying informed and empowered in your retirement planning journey. If you have specific questions about any of the topics discussed in these episodes, or if you’d like personalized guidance on your retirement plan, we encourage you to schedule a complimentary consultation. Subscribe to our podcast for weekly insights and let our experienced advisors help you build the secure and rewarding retirement you deserve.