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 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
Executive Benefit Exit
In this episode, Kevin Sullivan discusses complex retirement planning topics including executive benefits, stock options, diversification, charitable giving, and tax strategies. Learn how to navigate these areas to optimize your retirement and wealth management. Reach out to Kevin and Robin at 800…
53:10
The Forced Retirement Test
This episode covers the evolving landscape of retirement planning, emphasizing early retirement, the importance of comprehensive planning, managing risks, and preparing for unexpected events like caregiving and survivor scenarios. Hosted by Gary Nolan with experts Kevin Sullivan and Robin Whitlock,…
53:09
Annuities Are Back
Kevin Sullivan and Robin Whitlock discuss the role of annuities in retirement planning, covering types, benefits, risks, and tax implications. Learn how to incorporate annuities effectively into your retirement strategy for income, risk mitigation, and legacy goals. Reach out to Kevin and Robin…
53:00
Inflation Meets Retirement Income
Kevin Sullivan and Robin Whitlock discuss essential retirement planning topics including income strategies, Social Security optimization, tax implications, and estate planning. Learn how to navigate inflation, RMDs, and estate documents to secure your financial future. Reach out to Kevin and Robin…
53:08
Confidence Needs a Plan
Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss essential retirement planning strategies, including Social Security, tax planning, Roth conversions, and risk management, to help listeners navigate the complexities of retirement with confidence. Reach out to Kevin and Rob…
53:05
The Presure to Look Wealthy
This episode explores the impact of social media on perceptions of wealth and success, the FIRE movement, early retirement, and how to navigate financial advice online. Kevin Sullivan and Robin Whitlock share insights on building lasting wealth, avoiding common pitfalls, and planning for a secure r…
53:19
Having a Plan
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss how retirees can navigate market volatility, the importance of a comprehensive retirement plan, and strategies to avoid emotional decision-making. They emphasize the value of structured planning, behavioral finance awar…
53:12