Retirement Income Videos

Retirement Income:

Free Financial Education Videos by Dolphin Financial Group

Welcome to our comprehensive video library dedicated to Retirement Income. Securing a reliable income stream is paramount for a comfortable and stress-free retirement. In this playlist, we explore various strategies and options to help you generate and manage your retirement income. From understanding annuities and investment strategies to navigating Social Security and pension plans, our expert-led videos provide practical insights to help you build a solid financial foundation for your future. Dive into the videos below and discover how to create a retirement income plan that aligns with your unique goals and lifestyle.

Retirement Income

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

If you are on Social Security and your spouse dies (or ex-spouse dies), do you automatically switch to the Survivor Benefit? In some cases, the switch is automatic, and in other cases it is not. In this show we discuss why it's important to consider not switching to Survivor benefits right away and also explain when the Social Security Administration will automatically make the switch for you.

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

Automatic Survivor Benefits: Does the SSA switch you from Spousal benefits to Survivor benefits?

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS43NjE5NDdDRTdENjQ3RTkw

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.

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 Retirement: The impact of the 2025 "One Big, Beautiful Tax Bill" on retirees.

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS4wRkVBNUY4OTkzN0JCNTA2

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.

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

Retirement Spending Trends for Spouses with Separate Retirement Dates. Surprising results!

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS44NjIxNjc5OUQwQkJBODQ5

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.

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

Ex-Spouse Social Security Benefit: Can I get my ex-spouse's Social Security if they are alive?

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS43RDg3MzJDMTRFMTZFOTAw

Social Security Spousal Benefits: How much can I get claiming benefits based on my spouse?

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS5BNzdEQzY0REQzQTEyN0U3

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?

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 vs Pension: Which is better for retirement? Age 62 - $1 million or $75,000 per year for life?

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS4wN0FBRUVFNEVBMTZBQ0Mx

Not all assets are taxed the same. In retirement, taxes can be your biggest expense. This is why properly structuring your assets into different tax buckets can be a very smart financial planning strategy. In this show we talk about three tax buckets (Taxable, Tax Deferred, Tax Free) and debate which one is the "best" for retirees.

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

Retirement Income Tax: Which tax bucket is "best" to have? Taxable, Tax Deferred, or Tax Free?

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS43ODA2MDVCQzY5QzZDMjUw

Replacing your income when you retire is an important task. There are many different strategies to generate the income you need to live after your paycheck ends. One seemingly simple strategy is using Retirement Income Buckets. Is the "Bucket Approach" to retirement income as simple as is often made out to be?

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

Retirement Income Buckets: A Simple Strategy to Build Income in Retirement or Just a Gimmick?

YouTube Video UExPVlNaajNNLTRTTHVoOE1zS25QY3Fxa0ZwTzdhcTVTWS5GNzk2RTlDQTNCQzJCQzJG

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Financial Video Playlists:

Housing & Real Estate

Retirement Income

Social Security

Fun Financial Miscellany

Tax Planning

Retirement Lifestyle Strategies

Annuities

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Estate Planning & Protection

Retirement Planning

Building Your Retirement Income Strategy: Key Takeaways

Navigating Taxes and Social Security

As you’ve explored in these videos, crafting a secure retirement income strategy involves navigating a complex landscape of taxes, Social Security, investment accounts, and personal financial planning. From understanding the nuances of tax buckets and avoiding surprise penalties to maximizing your Social Security benefits and managing your IRA, each decision plays a critical role in your financial well-being.

Personalized Planning and Avoiding Pitfalls

We’ve highlighted the importance of personalized planning, the potential impacts of legislative changes, and the need to avoid common pitfalls that can derail your retirement goals. Whether you’re concerned about running out of money, understanding inherited IRA rules, or simply ensuring a comfortable lifestyle, these videos offer valuable insights.

Take the Next Step: Your Secure Retirement Awaits

Remember, your retirement income plan should reflect your unique circumstances and aspirations. If you have specific questions or require personalized guidance to develop a strategy that aligns with your financial goals, we’re here to help. Schedule a complimentary consultation today, and let us assist you in building a secure and fulfilling retirement.

Retirement Income Videos