Target Date Funds are quite popular within 401(k)'s. The purpose and strategy of these funds makes a lot of sense. However, for people that are close to retirement, these Target Date Funds may be missing the mark. In this show we discuss how these funds may not be designed for those within 10 years, 5 years, or even closer to retirement.

Dolphin Financial Radio

When Target Date Funds Fail

Have fun planning your retirement! This is a fun and conversational show with a focus on retirement planning issues. Dan Wendol and his co-host Tony keep a down-to-earth tone as they address topics like retirement income, healthcare costs, investing, pensions, retirement lifestyles, insurance, Social Security and many other financial topics. Dan Wendol shares his tips and experience as a fiduciary retirement planner and owner of a Registered Investment Advisor. His personal belief is that a successful retirement is about increasing income and decreasing stress. Sometimes special guests will join in to discuss the big-picture aspects of preparing for, and living in, retirement. For more about Dan Wendol and his work, to see videos, or learn more about this show, visit www.dolphinfinancialgroup.com.

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Dolphin Financial Radio