OM DENNE EPISODE
Should parents split an inheritance equally among their children? An equal share can seem like the easiest way to keep peace, but family circumstances may raise harder questions. One child may handle most of a parent’s care, another may receive ongoing financial help, and another may have been out of contact for years.
In this episode, Dan Wendol discusses why “equal” and “fair” can feel different, how unspoken expectations can lead to conflict, and what families can talk about while parents are able to express their wishes. He also offers three questions to help start a thoughtful conversation.
In this episode, Dan Wendol discusses why “equal” and “fair” can feel different, how unspoken expectations can lead to conflict, and what families can talk about while parents are able to express their wishes. He also offers three questions to help start a thoughtful conversation.
Engelsk
USA
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SØG BLANDT TIDLIGERE EPISODER
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Dolphin Financial Radio
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ANDRE EPISODE I DENNE PODCAST
Should you convert your entire traditional IRA or 401(k) to a Roth at once—or spread Roth conversions over several years?
In this episode, Dan Wendol of Dolphin Financial Group explains why a large one-time Roth conversion can create unintended tax consequences and why a strategic, multi-year Roth…
The Social Security funding problem has been discussed for decades, but the projected trust fund depletion date is getting closer. In this episode, Dan Wendol examines the PROMISE Act of 2026 and what this proposed legislation could mean for Social Security, retirees, and Americans who are currentl…
Retirement planning isn't just about saving enough money—it's also about creating a life you'll truly enjoy living.
In this episode, Dan discusses one of the most overlooked aspects of retirement: the disenchantment phase. After the excitement of retirement fades, many retirees exper…
Thinking about claiming Social Security before your full retirement age while continuing to work?
Many retirees are surprised to learn about the Social Security earnings limit, also known as the Retirement Earnings Test. If you claim benefits early and continue earning wages, your monthly Social S…
Should you really try to stay as busy as possible in retirement?
Retirees are often told to fill their calendars, volunteer, stay active, find a purpose, and constantly keep moving. But research from Finland and Sweden suggests there may be another side to that advice.
In this episode, Dan Wendol…
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