Wealth Over TaxesWealth Over Taxes

Scary Movies-Retirement Decisions

View descriptionShare

Wealth Over Taxes

In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations  
107 clip(s)
Loading playlist

In this episode, the hosts explore the intersection of scary movies and financial planning, using classic horror films as metaphors for common financial mistakes. They discuss the importance of emotional control in investing, effective communication with financial advisors, and the dangers of ignoring warning signs in retirement planning. The conversation also highlights the significance of personalized financial strategies and the red flags to watch for when selecting a financial advisor. In this episode, Kevin Sullivan and Robin Whitlock  discuss the importance of choosing the right financial advisor and the potential pitfalls of bad financial advice. They emphasize the need for clear communication between advisors and clients, particularly in retirement planning. The conversation also covers the significance of managing risks in retirement, understanding social security implications, and the necessity of having a comprehensive financial plan. Listener questions provide real-world scenarios that highlight the importance of tailored financial strategies.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ 

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Wealth Over Taxes

    107 clip(s)

Wealth Over Taxes

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to 
Social links
Follow podcast
Recent clips
Browse 107 clip(s)