The conversation covers various topics related to retirement planning. The hosts address common questions and concerns, such as the impact of inflation on retirement income, the adequacy of pre-retirement income, the importance of budgeting, the cost of healthcare in retirement, longevity risk, and the optimal time to claim Social Security benefits. They also mention the availability of a personalized retirement plan and the option to ask questions through their website. In this conversation, Kevin Sullivan and Gary Nolan discuss long-term care options for retirees.  They emphasize the importance of considering one's risk tolerance, income plan, and individual needs when choosing a long-term care option.  Overall, the discussion provides valuable insights for retirees and pre-retirees looking to plan for their long-term care needs.

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

The conversation covers various topics related to retirement planning. The hosts address common questions and concerns, such as the impact of inflation on retirement income, the adequacy of pre-retirement income, the importance of budgeting, the cost of healthcare in retirement, longevity risk, and the optimal time to claim Social Security benefits. They also mention the availability of a personalized retirement plan and the option to ask questions through their website. In this conversation, Kevin Sullivan and Gary Nolan discuss long-term care options for retirees.  They emphasize the importance of considering one's risk tolerance, income plan, and individual needs when choosing a long-term care option.  Overall, the discussion provides valuable insights for retirees and pre-retirees looking to plan for their long-term care needs.
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/%20 ">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

retirement planning, inflation, pre-retirement income, budgeting, healthcare costs, longevity risk, Social Security benefits, long-term care, retirement planning, life insurance, asset-based policy, annuity chassis, self-funding, risk tolerance, income plan, 1031 exchange, portfolio diversification

Common Retirement Questions

In this conversation, financial advisors Kevin Sullivan and Robin Whitlock discuss essential financial planning tips for the upcoming year, focusing on budgeting, maximizing retirement contributions, and optimizing social security benefits. They emphasize the importance of having a structured financial plan and the impact of inflation on budgeting. The conversation also highlights the significance of tax planning and the need for strategic decision-making regarding retirement accounts and social security. In this conversation, Kevin Sullivan and Gary Nolan discuss the complexities of retirement planning, emphasizing the importance of customized strategies that cater to individual needs. They explore the balance between financial and behavioral management, the significance of estate planning, and the necessity of understanding tax implications in retirement. The discussion also addresses common listener questions, providing insights into mortgage decisions and social security strategies, all while highlighting the need for a personalized approach to financial planning.

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

In this conversation, financial advisors Kevin Sullivan and Robin Whitlock discuss essential financial planning tips for the upcoming year, focusing on budgeting, maximizing retirement contributions, and optimizing social security benefits. They emphasize the importance of having a structured financial plan and the impact of inflation on budgeting. The conversation also highlights the significance of tax planning and the need for strategic decision-making regarding retirement accounts and social security. In this conversation, Kevin Sullivan and Gary Nolan discuss the complexities of retirement planning, emphasizing the importance of customized strategies that cater to individual needs. They explore the balance between financial and behavioral management, the significance of estate planning, and the necessity of understanding tax implications in retirement. The discussion also addresses common listener questions, providing insights into mortgage decisions and social security strategies, all while highlighting the need for a personalized approach to financial planning.
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

New Year, New You 

In this conversation, Kevin Sullivan, Robin Whitlock and Gary Nolan discuss the importance of saving for retirement and the common mistakes people make in their financial planning. They emphasize that it's never too late to start saving and highlight the significance of seeking professional advice. The discussion also covers the challenges of managing inherited wealth and the need for a solid financial plan to navigate retirement successfully. In this conversation, they discuss various aspects of financial planning for retirement, emphasizing the importance of having a comprehensive plan that includes legacy planning, risk management, and the role of insurance. They address common concerns about market volatility, unexpected expenses, and the significance of charitable giving through trusts. The discussion also includes listener questions about investment strategies and the suitability of target date funds and annuities.

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

In this conversation, Kevin Sullivan, Robin Whitlock and Gary Nolan discuss the importance of saving for retirement and the common mistakes people make in their financial planning. They emphasize that it's never too late to start saving and highlight the significance of seeking professional advice. The discussion also covers the challenges of managing inherited wealth and the need for a solid financial plan to navigate retirement successfully. In this conversation, they discuss various aspects of financial planning for retirement, emphasizing the importance of having a comprehensive plan that includes legacy planning, risk management, and the role of insurance. They address common concerns about market volatility, unexpected expenses, and the significance of charitable giving through trusts. The discussion also includes listener questions about investment strategies and the suitability of target date funds and annuities.
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

Having a Solid Plan

This conversation delves into the significant wealth transfer occurring in the United States, primarily from baby boomers to younger generations and charities. It discusses the implications of this transfer, the importance of financial planning, and the role of fiduciary advisors in ensuring that wealth is managed effectively. The conversation also highlights generational dynamics in wealth management and draws lessons from notable financial failures to emphasize the need for sound financial strategies. In this conversation, Kevin Sullivan discusses the complexities of financial planning, particularly in relation to retirement. He emphasizes the importance of maintaining a good reputation, understanding social security and means testing, and navigating changes in Medicare. The discussion also covers tax policies, the necessity of having an action plan, and addresses listener questions regarding tax strategies, mortgage refinancing, and long-term care planning.

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

This conversation delves into the significant wealth transfer occurring in the United States, primarily from baby boomers to younger generations and charities. It discusses the implications of this transfer, the importance of financial planning, and the role of fiduciary advisors in ensuring that wealth is managed effectively. The conversation also highlights generational dynamics in wealth management and draws lessons from notable financial failures to emphasize the need for sound financial strategies. In this conversation, Kevin Sullivan discusses the complexities of financial planning, particularly in relation to retirement. He emphasizes the importance of maintaining a good reputation, understanding social security and means testing, and navigating changes in Medicare. The discussion also covers tax policies, the necessity of having an action plan, and addresses listener questions regarding tax strategies, mortgage refinancing, and long-term care planning.
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

Common Retirement Questions

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Wealth Over Taxes

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