Dolphin Financial Group
Dolphin Financial Group is headquartered in Clearwater, Florida and the Tampa Bay area.As an Registered Investment Advisor, Dolphin Financial Group is focused on helping those retired or soon to be retired to plan for future income. We value safety and simplicity when it comes to helping others with seemingly complex situations. Dolphin Financial Group consists of a Wealth Management firm and an Insurance Agency.
Our Goal: Help people retire with increasing income and decreasing stress.
- 18:22
- 14 күн бұрын
Freeze Your Credit Now - A simple way to help retirees prevent fraud
- 23:43
- 28 күн бұрын
Buying Gold & Silver in Your Self-Directed IRA: Words of caution
- 21:03
- Ай бұрын
Gambling Away Retirement Funds: Are people betting on sports instead of investing in stocks?
- 18:01
- Ай бұрын
Retirement Accounts at Highs - BEWARE! 401ks and IRAs may be up in value, there is still a concern.
- 22:16
- Ай бұрын
Who Will Fix Social Security? Trump or Harris or Biden!? Why a fix in 2024 might just happen....
- 20:08
- Ай бұрын
78% of Retirees Go Broke: This particular group runs out of money - how to avoid their fate.
- 22:00
- 2 ай бұрын
Inherited IRA Distribution Rules (RMDs). IRS rule on required minimum distributions & 10 yea...
- 21:42
- 2 ай бұрын
How Much Cash Should Retirees Keep in Checking & Savings. Are those in retirement saving too...
- 20:25
- 3 ай бұрын
$1.5 Million needed to Retire? People are making wild guesses without knowing what they need.
- 20:49
- 3 ай бұрын
Simple Retirement Plans: How to create a retirement like those in the 1950s through 1980s
- 21:51
- 3 ай бұрын
Medicare Surcharge (IRMAA): Don't get surprised by this extra charge for your Medicare Part ...
- 25:51
- 4 ай бұрын
Claiming Social Security Early is Wrong: The bad reasons to justify claiming before age 70.
- 27:58
- 4 ай бұрын
Should you buy a CD now? How long should you lock in a CD rate? 2 years? 5 years? 100 years!?
- 18:53
- 4 ай бұрын
Can You Convert an RMD Into a Roth IRA? Do You Have To Wait 5 Years to Touch Your Converted Roth?
- 23:14
- 4 ай бұрын
Your financial advisor is wrong about Social Security: Claiming early at 62 may not be best for you.
- 23:06
- 5 ай бұрын
Beneficiaries lose over $300,000 in lawyer fees & taxes when it wasn't needed? Big esta...
- 27:41
- 5 ай бұрын
My Long Term Care Policy Cost is Going Up How Much?! How to handle a 189% price increase on LTC.
- 24:24
- 5 ай бұрын
How to avoid the top stresses in retirement: A review of the top stress factors retirees face.
- 25:48
- 5 ай бұрын
Top 3 Retirement Risk: Needy Family. How an adult child or aging parent can destroy your retirement
- 23:10
- 6 ай бұрын
Top 3 Retirement Risk: Health Crisis. How a negative health event can derail a retirement plan.
- 17:36
- 6 ай бұрын
Top 3 Retirement Risk: Market Corrections - How a market crash can destroy retirement plans.
- 24:55
- 6 ай бұрын
Tax on Social Security Goes UP When Your Spouse Dies: Tax issues (& solutions) facing widow(...
- 20:13
- 6 ай бұрын
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