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:
All About Cash
This episode explores the role of cash in retirement planning, addressing common misconceptions, risks of holding too much cash, and strategies for integrating cash management into a comprehensive financial plan. Kevin Sullivan and Robin Whitlock share expert insights on balancing safety and growth…
53:07
One on One with Jeremy Siegal
In this episode, Kevin Sullivan interviews Jeremy Siegel, a renowned economist and finance expert, discussing the current economic landscape, interest rates, oil prices, AI's impact on the labor market, and investment strategies. Gain insights into how geopolitical events influence markets and what…
52:01
Global Conflicts
This episode explores the complexities of global trade disruptions, retirement planning, estate planning, and managing financial risks. Hosted by Gary Nolan with experts Kevin Sullivan and Robin Whitlock, it offers practical insights for retirees and those planning for the future. Reach out to Kev…
53:00
Myth Busters
In this episode of Wealth Over Taxes, Kevin Sullivan and Gary Nolan bust common retirement myths, discuss the impact of recent legislative changes on inherited IRAs, and explore strategies for managing taxes, Social Security, and market risks to secure your retirement. Perfect for those planning th…
52:24
Beyond Financial Planning
This episode explores the emotional and psychological aspects of retirement, emphasizing the importance of holistic planning that includes emotional well-being alongside financial security. Experts discuss strategies to prepare for identity shifts, social changes, and emotional adjustments during r…
53:16
Paycheck Replacement Plan
In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss the complexities of retirement planning, focusing on the emotional and financial shifts that occur when transitioning into retirement. They explore the importance of having a predictable income, understanding the two-year e…
53:03
A 30 Year Retirement!
This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to address the challenges of longer retirements, healthcare costs, and social security changes. The hosts discuss the importance of having a comprehensive financial plan that ada…
52:05
Being Prepared for Retirement
in this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of retirement planning, emphasizing the gap between projections and real-life scenarios. They explore the importance of having a structured plan to navigate unexpected expenses, the emotional aspects of retirement, and…
53:10
Behavioral Finance
In this episode, the hosts delve into the complexities of behavioral finance and its significant impact on retirement planning. They discuss the importance of understanding emotional biases, such as confirmation bias and analysis paralysis, and how these can derail even the best financial strategie…
53:12
Getting on the Same Page
In this episode of "Wealth Over Taxes," hosts Kevin Sullivan and Chip Detty discuss the importance of financial synchronization between partners, especially regarding retirement savings. They highlight the common scenario where one spouse is more financially engaged than the other, leading to poten…
52:58