Estate Planning & Protection Videos

Retirement Legal Planning: Protect Your Assets

Free Financial Education Videos by Dolphin Financial Group

Welcome to our video library on ‘Legal – Enhanced Planning’ for retirement. Ensuring your assets are protected and passed on according to your wishes is a critical aspect of comprehensive retirement planning. In this playlist, we feature discussions with legal experts on various issues retirees face, including estate planning basics, the importance of wills and trusts, strategies for avoiding probate, and methods for protecting your assets from potential risks. Whether you’re considering creating a will, establishing a trust, or simply want to understand how to best safeguard your legacy, these expert-led videos provide valuable legal insights to help you plan with confidence for the future. Explore the videos below to learn how to enhance your retirement plan with sound legal strategies

Legal - Enhanced Planning

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 UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS4yMDhBMkNBNjRDMjQxQTg1

Want your beneficiaries to avoid paying big legal fees and/or major taxes to the IRS? Then you need to avoid some very common estate planning mistakes. In this show we discuss a real-life example of how a simple oversight can lead to major lawyer fees and taxes that could have been avoided.

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

Beneficiaries lose over $300,000 in lawyer fees & taxes when it wasn't needed? Big estate mistake.

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS5ENDU4Q0M4RDExNzM1Mjcy

"Everybody's got a plan until they get punched in the mouth." - Mike Tyson
Part 3 of 3: Needy Family

In Part Three of this three part series, we explore how a needy family member can be one of the top threats to a successful retirement plan.
This third "punch to the mouth" is often difficult to deal with because it's family! What do you do if you have an aging parent or adult child that needs financial assistance?

In each part of this series, we will identify the retirement planning threat, provide examples, and offer solutions.
Tune in to learn how to dodge the punches that come your way in retirement.

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

Top 3 Retirement Risk: Needy Family. How an adult child or aging parent can destroy your retirement

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS45RTgxNDRBMzUwRjQ0MDhC

When you lose a loved one, there are often many loose ends to deal with. Many often wish their loved one left certain pieces of information to make life a bit easier. Having a Will and final wishes is useful, but what about the less obvious things like account numbers, passwords, or where the gold was buried? In this show we talk about the things that are useful to write down before you die.

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

What Should You Write Down BEFORE You Die? Information your loved ones will need after you pass.

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS4yMUQyQTQzMjRDNzMyQTMy

There are many financial decisions and actions retirees must take. One in particular can go a long way in keeping harmony in the family- making sure assets pass to the next generation without drama. In this show we discuss this often overlooked, yet simple action you can take to avoid future problems.

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

Retirees Neglect One Thing Which Often Leads to Trouble.

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS41QTY1Q0UxMTVCODczNThE

If you write a Will with your final wishes before you die, do you avoid probate court? No. What if you have two separate Wills written? You'll have even more drama. Join us as we break down the legal battles surrounding the estate of the late great Aretha Franklin.

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

Dying with multiple Wills - the Aretha Franklin estate drama. What not to do with your Will!

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS5EQUE1NTFDRjcwMDg0NEMz

A Lady Bird Deed, also known as an enhanced life estate, is a legal document you can use to pass your real estate asset to beneficiaries after your death. The Lady Bird deed is an option in a select few states, including Florida, and may be a simple and effective way to avoid probate or the need for the creation of a trust. Listen in as we explore this unique enhanced planning tool.

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

Lady Bird Deeds - an "simple" enhanced life estate option to pass on your home without probate.

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS41Mzk2QTAxMTkzNDk4MDhF

A trust is a legal document that is used to organize, protect, and help to distribute your assets when you pass away. Trusts are often considered a tool used by wealthy people, but they can useful in many different situations. In this show we discuss some major reasons you might need a trust and discuss the the value versus the cost of creating one.

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

Do I need a Trust? Should I pay a lawyer to create a Trust for my assets? Is the cost worth it?

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS4zMDg5MkQ5MEVDMEM1NTg2

Families troubles sometimes begin when a loved one is lost and leaves assets behind. Disagreements and legal battles can arise from seemingly small amounts of money or possessions. Properly titling and owning assets can go a long way to help prevent these issues. In this show we discuss the different forms of ownership and ways to avoid potentially expensive, time-consuming, and public legal battles.

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

Common Financial Mistake: How you own & title assets makes a big difference & helps avoid probate.

YouTube Video UExPVlNaajNNLTRTS1dLTHhtdFBnZ2oyLXpSOWF3T09VZS45ODRDNTg0QjA4NkFBNkQy

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Retirement Podcast - Dolphin Financial Radio

Estate Planning & Protection

Retirement Planning

Legal & Enhanced Planning for a Secure Retirement

Wills, Trusts, and Estate Planning Basics

As you’ve learned from our legal experts in these videos, having a well-structured estate plan, which may include wills and trusts, is essential for ensuring your assets are distributed according to your desires and for potentially minimizing taxes and legal fees for your beneficiaries. Understanding the basics of Florida estate planning and the potential pitfalls of dying without a proper will (as illustrated by the Aretha Franklin estate) is crucial

Asset Protection and Passing Wealth Efficiently

We’ve also discussed various strategies for protecting your assets, such as understanding how asset titling can help avoid probate and exploring tools like Lady Bird Deeds. Furthermore, we’ve addressed important considerations for leaving assets to children, including minors and those with unique circumstances, as well as the implications of inherited IRAs and the benefits of Qualified Charitable Distributions (QCDs) for tax-efficient wealth transfer

Secure Your Family's Future with Comprehensive Legal Planning

Protecting your assets and ensuring a smooth transfer of your wealth is a vital part of your retirement plan. If you have questions about creating a will or trust, need guidance on estate planning in Florida, or want to explore strategies for asset protection and efficient wealth transfer, we encourage you to schedule a complimentary consultation. Our experienced advisors can connect you with the right legal resources to ensure your retirement plan is legally sound and aligned with your wishes for the future.