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 your advisor is on your side of the table or not?

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 local taxes.

The cost of Medicare is going up over 14% in 2022. Social Security checks are going up, but by only 5.9%. Why are healthcare costs going up so much? How do retirees deal with these increases? We discuss the details and strategies in this show.

There are many stories of people turning into millionaires seemingly overnight through investments in cryptocurrencies. In this show we discuss a story of one man turning $8,000 into $1 million! Is it something you can do?

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 opposed from a small boutique financial planning firm. Is there a difference and does it really matter?

When the stock market crashes, many people "panic sell." They will let emotions take over and "freak out." Is this a bad thing? In this show we discuss who is more likely to panic sell and why it might not be such a bad thing after all.

The 2022 Social Security cost-of-living adjustment (COLA) was declared to be 5.9%. It is the biggest annual increase since 1982! In this show we discuss how this is determined, why it happened, and why many people won't actually see the full 5.9% increase in their Social Security checks.

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 of situations. Can you rule from the grave and make sure your assets are distributed the way you want?

Heads you win $200, Tails you lose $100. Do you take that bet? Some people are so risk averse, they may not take that bet. Does this behavior get worse in retirement? Are people in retirement less likely to make a bet, even with a highly favorable expected outcome?

Isn't retirement something everyone strives for? It's our "golden years" of relaxation and carefree living, right? This isn't always the case. In this show we discuss five major reasons why retirement isn't all it's cracked up to be. Listen in to hear about the top drawbacks of retiring and learn how to avoid this negativity when you decide to join the retirement lifestyle.