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Can a realtor, a business advisor, or a financial advisor NOT act in your best interest? Unfortunately, the answer is sometimes yes. In this show we explore a recent real estate deal gone sour. A man sold his property for $4 million and then less than 24 hours later it was resold for $7 million. What can we learn from this and how do you know if yo…
 
Are taxes going up because of inflation!? While many parts of the tax code are adjusted to account for inflation, some parts are not. That means higher taxes, in a way, as people experience "tax bracket creep." In this show we discuss several taxes that actually increase as inflation increases including Social Security, home sales, and state and lo…
 
What's it like getting your financial advice and retirement planning guidance from a "Big Bank" or Wirehouse"? In this show we talk with a former in-house bank financial adviser who recently joined Dolphin Financial Group. We ask him questions about what differences to expect about the advice given by a financial representative of a big bank as opp…
 
How do you leave money with strings attached? Many families have a particular "Black Sheep" or difficult member that doesn't quite fit the mold or has an issue. Common issues might be alcohol or substance abuse, disliked spouses, or lack of money management skills. In this show we talk with an estate planning attorney on how to handle these types o…
 
If given a lump sum to invest over ten years, which strategy would lead to higher returns: Investing the entire lump sum at once or investing the lump sum evenly over the first year. Investing over time is also known as Dollar Cost Averaging and it's very popular. However, is it the better option when there is a long-term time horizon? We'll answer…
 
In this show we talk about how people are fairing with retirement planning. Many people know WHAT they need to do, but are they doing it? We discuss the results from the 21st Annual Transamerica Retirement Survey and compare the results to our last show about the four keys to a satisfying retirement. Are people setting themselves up to be satisfied…
 
Some recent research points to key factors that may be the leading reasons why people have a satisfying retirement. In this show we review and discuss this research from the Employee Benefit Research Institute’s Retirement Security Research Center (even more exciting than it sounds)! What should you do now to assist in having a satisfying retiremen…
 
Inflation is the current talk of the town. Many financial pundits are suggesting it is time to start adjusting investment strategies to counter inflation. Even Warren Buffett sounded off on the topic during his 2021 shareholders meeting. In this show we discuss inflation, whether we are experiencing it, and what to do about it when it comes to your…
 
Can you claim Social Security, yet continue working? Yes you can, but then you are subject to the "Social Security Earnings Test." In this show we discuss the details of the Earnings Test, how to avoid having Social Security benefits withheld, what "earnings" really are, and all the other important details of working while claiming Social Security.…
 
There are major changes to the health insurance marketplace as a result of the passage of the American Rescue Plan (ARP) in March 2021. The health insurance premium subsidies have increased and more people can qualify. In this show we discuss the changes and how it can result in thousands of dollars in savings for many Americans.…
 
What should retirees do with their stimulus checks? People in retirement are getting more stimulus checks as part of the government plans to combat the global pandemic. In this show we talk about the priorities that retirees should consider when it comes to what to do with this money. We list 6 different options for the checks in order of importanc…
 
Retirement planning is critical for those who want to retire with peace of mind. However, sometimes expenses occur that are unexpected, even for the best planners. In this show we discuss five expenses that seem to catch retirees by surprise. Knowing about these potential expenses in advance can really help you avoid the problems associated with a …
 
A Health Savings Account (HSA) is a very powerful financial tool. Many people use them while working to build up a tax-free pool of money for health expenses. However, are HSAs useful in retirement? What happens to an HSA if you retire and enroll in Social Security? Does an HSA still work if you are on Medicare? Can you keep contributing if your sp…
 
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