In this episode, Kevin and Robin discuss the importance of financial spring cleaning and offer tips for reviewing spending and handling debts. They also share a case study of a couple who retired early and successfully managed their retirement assets. The conversation emphasizes the need for a comprehensive plan that includes risk mitigation and tax planning. Listeners are encouraged to take action and reach out to the advisors for personalized retirement planning. In this conversation, Kevin and Robin discuss various aspects of retirement planning using the analogy of March Madness and college basketball. They emphasize the importance of working with a great coach, considering tax consequences and inflation, mitigating market volatility, and anticipating retirement challenges. They also highlight the significance of paying attention to the game clock, avoiding financial pitfalls, and engaging in comprehensive retirement planning. The conversation concludes with Kevin and Robin answering specific financial planning questions from listeners.

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