Dan Wendol

Host of Dolphin Financial Radio - Retirement Planner & CFP® -
Dad of 3 energetic boys -
Keeping stress levels down in Florida.

[Dan Wendol @FinanceDolphin]

An equal inheritance can feel unfair when one sibling provides care or another receives financial help. Dan explores how families can start the conversation.

https://t.co/brlKPxI8fn

For informational purposes only, not investment advice.

[Dan Wendol @FinanceDolphin]

What happens when one spouse retires first? ⏰

Different retirement dates can affect income, Social Security, health insurance—and life at home.

Two retirement clocks. One household plan.

▶️ https://t.co/tjv6TU8hHU

For informational purposes only, not investment advice.

[Dan Wendol @FinanceDolphin]

You saved for retirement. Now you're afraid to spend it. 💰

For some retirees, the transition from saving to spending is a problem.

Is your hesitation financial or emotional?

https://t.co/W76bhUMSIY

For informational purposes only, not investment advice.

[Dan Wendol @FinanceDolphin]

Do you really need $1.5M to retire?

One couple retired with ~$250K. Another retiree started with ~$370K.

The lesson isn’t that those numbers work for everyone—it’s that YOUR retirement number should start with YOUR income needs.

#RetirementPlanning #Retirement

[Dan Wendol @FinanceDolphin]

What if one of history’s greatest philosophers could advise you on building wealth, living with virtue, and knowing when you have “enough” for retirement? https://t.co/DkldeDzlgZ

[Dan Wendol @FinanceDolphin]

In this fun and honest episode of Real Retirement Stories, we sit down with Tom and Audrey, a married couple from Florida who recently retired — Tom at 63 (after an unexpected layoff) and Audrey at 61¾ (just before Thanksgiving). https://t.co/fhdlel8FXL

[Dan Wendol @FinanceDolphin]

In this heartfelt episode of Real Retirement Stories, we talk with Paula, who was laid off from her 25-year corporate job on February 7, 2025, at age 64½ — and she turned that layoff into the perfect nudge to retire on her terms. https://t.co/RGJZxK3HR1

[Dan Wendol @FinanceDolphin]

When you leave this world, what if you left NO assets or wealth behind? Is this approach too risky as it introduces the potential to run out of money and become a financial burden on others? Join as as we answer these questions and debate the concept. https://t.co/WPPDNwoxpI

[Dan Wendol @FinanceDolphin]

In this heartfelt episode of Real Retirement Stories, we talk with Paula, who was laid off from her 25-year corporate job on February 7, 2025, at age 64½ — and she turned that layoff into the perfect nudge to retire on her terms. https://t.co/7lY3AcJML7

[Dan Wendol @FinanceDolphin]

When you leave this world, what if you left NO assets or wealth behind? Is this approach too risky as it introduces the potential to run out of money and become a financial burden on others? https://t.co/sC2d0XwU16

[Dan Wendol @FinanceDolphin]

Benjamin Franklin is the original financial guru. In this podcast, we use the latest technology to interview Ben Franklin to get his advice about modern retirement planning in his own words. Does Franklin's sage advice still apply in our modern world? https://t.co/YTAD6aSy7R

[Dan Wendol @FinanceDolphin]

The odds are high that you'll have a retirement portfolio during some sort of military conflict. This raises the question - should I adjust my portfolio if the US is engaged in conflict? https://t.co/sRcyuHBWL5

[Dan Wendol @FinanceDolphin]

When you leave this world, what if you left NO assets or wealth behind? Is it too late for those approaching retirement to adopt a philosophy of spending everything? Is this approach too risky? https://t.co/59xHShUt9e

[Dan Wendol @FinanceDolphin]

The odds are high that you'll have a retirement portfolio during some sort of military conflict. This raises the question - should I adjust my portfolio if the US is engaged in conflict? https://t.co/QRCAWevS6q

[Dan Wendol @FinanceDolphin]

When you leave this world, what if you left NO assets or wealth behind? Is it too late for those approaching retirement to adopt a philosophy of spending everything? Is this approach too risky? https://t.co/Y1mmpaWdGv

[Dan Wendol @FinanceDolphin]

"Don't worry about squirreling money away for retirement. In 10 or 20 years, it won't matter." - Elon Musk
In this show we discuss whether or not people should continue to save for retirement or if AI will make this a complete waste of time. https://t.co/AejYxtr2JO

[Dan Wendol @FinanceDolphin]

"Don't worry about squirreling money away for retirement. In 10 or 20 years, it won't matter." - Elon Musk
In this show we discuss whether or not people should continue to save for retirement or if AI will make this a complete waste of time. https://t.co/wabf5NLWVC

[Dan Wendol @FinanceDolphin]

If your spouse filed for Social Security before their full retirement age, your benefit may be impacted. This is known as the he Social Security "Widow(er)'s Limit." In this show we talk about how survivors are impacted. https://t.co/K00t9W0LMT

[Dan Wendol @FinanceDolphin]

"Don't worry about squirreling money away for retirement. In 10 or 20 years, it won't matter." - Elon Musk
In this show we discuss whether or not people should continue to save for retirement or if AI will make this a complete waste of time. https://t.co/eNCEcbc36V

[Dan Wendol @FinanceDolphin]

If your spouse filed for Social Security before their full retirement age, your benefit may be impacted. This is known as the he Social Security "Widow(er)'s Limit." In this show we talk about how survivors are impacted. https://t.co/Rroxrk2jT2