Socal Security

Social Security Clearwater & Tampa Bay

Short video on the latest social security tips and resources on your retirement benefits, retirement planning and more in Tampa and St Petersburg, Florida

Risky vs. Safety

Retirement, Color of Money Clearwater & Tampa Bay

Short video on the topic of risk assessment. Learn how to organize your finances into simple risk categories. Very useful for determining risk and reward.

About Dolphin Financial

Dolphin Financial Group

Retirement Planning and Investment Advisory services offered by Dolphin Financial Group located in Clearwater and serving Tampa and St Petersburg, Florida

Retirement Threats

Top 3 Threats Facing Retirement Plans

You'll learn about the mistakes to avoid in retirement and how to play defense against the common factors that ruin financial plans.

Long Term Care

Four ways to pay the costs of Long Term Care in retirement

You'll learn about how to cover the major financial burden associated with Long Term Care, nursing home, or assisted living facilities.

Do You Have Enough?

Sequence Risk Results in Running out of Money in Retirement

Sequence Risk, which is a major risk to retirement income. Sequence Risk can lead to running out of money in retirement.

Retirement Income

Seven Keys to Creating a Solid Retirement Income Plan

You'll learn seven key factors to address when designing a retirement income plan that will withstand the financial stresses and strains of retirement.

Bad Life Insurance?

Universal Life insurance policies, including Indexed ULs.

You'll understand the basics on how they work, why they sometimes fail, and what to consider BEFORE buying a new one or CANCELLING an old policy.

A Simple Retirement

A Simple Retirement (Thoreau's Walden)

What retirement planning lessons can be learned from the book "Walden" by Henry David Thoreau?

Paying An Advisor

Cost to work with us explianed

This video explains the costs to hire Dolphin Financial Group to help with your financial situation. We explain the different services and what we charge.

Locking in Gains

Locking In Stock Market Gains

A discussion on when and how to lock in gains made in the stock market. People don't like to lose money, but are notoriously bad at timing the market.

Difficult Client

Extending Term Life Insurance

This video is about a client who wanted to extend the term life insurance that was expiring. Just because the term is ending, that doesn't mean you can't maintain life insurance coverage.