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:
The State-by-State Retirement Gap
In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans an…
53:48
The Senior Deduction Filter
In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively …
53:42
The Number Isn’t the Plan
In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common p…
53:51
The Longevity Fear Gap
In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infiniteweal…
53:50
The Quiet Tax Window
In this episode, Kevin and Robin discuss crucial retirement planning strategies, including tax-efficient withdrawals, inherited IRAs, and the importance of proactive planning to minimize taxes and maximize wealth transfer. Reach out to Kevin and Robin at 800-757-6062 or https://www.infiniteweal…
53:11
The Claiming Age Reality Check
In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes. Reach out to Kevin and Rob…
53:17
Medicare Planning
In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of annual reviews for Medicare and retirement planning, including how to navigate plan changes, the impact of moving, and strategies for maximizing benefits and minimizing risks. Reach out to Kevin and Robin at 800-757…
53:09
The Catch-Up Rule Shift
In this episode, Kevin Sullivan and Robin Whitlock discuss recent changes in retirement planning, including Roth catch-up rules, target date funds, and strategies for managing taxes and risk as you approach retirement. They also answer listener questions about maximizing retirement contributions an…
53:13
The Rollover Crossroads
In this episode, Kevin Sullivan from Infinite Wealth Advisors discuss essential retirement planning topics, including rollover strategies, fee analysis, tax considerations, and planning for solo aging. Learn how to optimize your financial future with expert insights and practical advice. Reach …
52:58
The Longevity Blind Spot
In this episode, Kevin Sullivan and Gary Nolan discuss critical retirement planning topics including longevity, pension options, inherited IRAs, and the importance of comprehensive financial planning to ensure a secure and stress-free retirement. Reach out to Kevin and Robin at 800-757-6062 or …
53:23