The conversation discusses the results of an advisor client communication survey and explores the importance of advice and portfolio management. It also delves into retirement planning regrets, the need for proper planning, and tips for financial health in retirement. In this conversation, Gary Nolan discusses various topics related to finance and retirement planning with Kevin Sullivan and Robin Whitlock They cover, tips for keeping finances in shape, tracking expenses, understanding taxes in retirement, considerations for retirement costs, deciding when to start Social Security, planning for taxes in retirement, creating a retirement paycheck, considering spouse's retirement income, diversification and protecting portfolios, handling inherited IRA funds, diversification and asset allocation, and managing RMD funds.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/