In this episode, the hosts discuss the implications of tariffs on retirees, particularly how they contribute to inflation and affect purchasing power. They explore strategies retirees can adopt to mitigate these impacts, such as adjusting investment portfolios and maximizing retirement contributions. The conversation then shifts to the intersection of love and money, emphasizing the importance of financial planning in relationships and the potential pitfalls of divorce on retirement savings. In this episode, the hosts delve into the critical aspects of estate planning, emphasizing the importance of having essential documents like wills, healthcare proxies, and living wills in place. They discuss the implications of not having these documents, including the potential for court involvement in medical decisions. The conversation also covers the significance of digital assets in estate planning, the evaluation of financial decisions such as cashing out retirement accounts, and the pros and cons of annuities. Additionally, they provide insights into effective withdrawal strategies for retirement accounts and the considerations for creating a self-directed portfolio versus using target date funds.

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

In this episode, the hosts discuss the implications of tariffs on retirees, particularly how they contribute to inflation and affect purchasing power. They explore strategies retirees can adopt to mitigate these impacts, such as adjusting investment portfolios and maximizing retirement contributions. The conversation then shifts to the intersection of love and money, emphasizing the importance of financial planning in relationships and the potential pitfalls of divorce on retirement savings. In this episode, the hosts delve into the critical aspects of estate planning, emphasizing the importance of having essential documents like wills, healthcare proxies, and living wills in place. They discuss the implications of not having these documents, including the potential for court involvement in medical decisions. The conversation also covers the significance of digital assets in estate planning, the evaluation of financial decisions such as cashing out retirement accounts, and the pros and cons of annuities. Additionally, they provide insights into effective withdrawal strategies for retirement accounts and the considerations for creating a self-directed portfolio versus using target date funds.
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations it faces. They delve into various strategies for maximizing retirement contributions, managing debt, and planning for healthcare and long-term care. The discussion also covers the importance of estate planning and social security maximization. Through case studies, they highlight common pitfalls in retirement planning, such as overconfidence in single stock investments and the consequences of inadequate savings. The hosts emphasize the need for professional financial advice and the value of building relationships with advisors, while also touching on the importance of lifelong learning in financial planning. The discussion emphasizes the need for personalized financial planning and the importance of taking action to secure a stable retirement.

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

In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations it faces. They delve into various strategies for maximizing retirement contributions, managing debt, and planning for healthcare and long-term care. The discussion also covers the importance of estate planning and social security maximization. Through case studies, they highlight common pitfalls in retirement planning, such as overconfidence in single stock investments and the consequences of inadequate savings. The hosts emphasize the need for professional financial advice and the value of building relationships with advisors, while also touching on the importance of lifelong learning in financial planning. The discussion emphasizes the need for personalized financial planning and the importance of taking action to secure a stable retirement.
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

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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 most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 757-6062

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 most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 757-6062