Wealth Over Taxes
Wealth Over Taxes
Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the …Social links:
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Common Retirement Questions
The conversation covers various topics related to retirement planning. The hosts address common questions and concerns, such as the impact of inflation on retirement income, the adequacy of pre-retirement income, the importance of budgeting, the cost of healthcare in retirement, longevity risk, and…
53:15
Retirement Planning Tips
The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loa…
53:15
Phasing Into Retirement With Semi-Retirement
Semi-retirement, also known as partial or phase retirement, refers to working in some capacity after retiring early. There is increasing interest in semi-retirement, with many people considering working part-time in retirement. The conversation explores the benefits and challenges of semi-retiremen…
52:55
Rules of Thumb, Might Be Outdated
The hosts discuss the retirement planning rules of thumb that are outdated and no longer effective in today's economy. They emphasize the importance of customizing retirement plans to individual circumstances and goals. They also debunk the 60-40 bond split rule and the magic retirement age of 65. …
53:06
This Is Not Your Father's Retirement
The conversation discusses the changes in retirement planning over the past 20 years and provides insights and advice on various aspects of retirement. The main themes include the shift from pensions to personal responsibility, the challenges with Social Security, the importance of planning and tak…
53:08
Make No Assumptions
In this conversation, Kevin and Robin discuss six financial planning assumptions to avoid on the journey to retirement. They emphasize the importance of not assuming that you won't be working past 65, as many people choose to continue working for various reasons. They also caution against underesti…
53:13
Timely Tips on Retirement
The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loa…
53:15
Baby Boomers Turning 65 in Big Numbers
The conversation discusses the results of an advisor client communication survey and explores the importance of advice and portfolio management. It also delves into retirement planning regrets, the need for proper planning, and tips for financial health in retirement. In this conversation, Gary Nol…
53:11
Financial Spring Cleaning
In this episode, Kevin and Robin discuss the importance of financial spring cleaning and offer tips for reviewing spending and handling debts. They also share a case study of a couple who retired early and successfully managed their retirement assets. The conversation emphasizes the need for a comp…
52:20
Let's Get Organized!
This episode of Wealth Over Taxes with Kevin Sullivan and Robin Whitlock discusses the importance of retirement planning and provides guidance on getting organized, tracking progress, and understanding key financial concepts. The hosts emphasize the need for regular checkups and course corrections …
51:50