In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the hidden threats to retirement planning, emphasizing that the biggest risks often stem from preventable mistakes rather than market crashes. They explore common traps retirees fall into, such as winging it without a plan, cashing out retirement accounts at the wrong time, and the importance of diversification. The conversation also highlights the need to adapt outdated strategies to modern retirement needs, the impact of lifestyle creep on budgets, and the significance of long-term care planning. Finally, they address the complexities of balancing legacy and responsibility when it comes to inheritance.

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