In this episode of Wealth Over Taxes, Kevin Sullivan and Gary Nolan bust common retirement myths, discuss the impact of recent legislative changes on inherited IRAs, and explore strategies for managing taxes, Social Security, and market risks to secure your retirement. Perfect for those planning their future or seeking clarity on complex financial topics

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

 

In this episode of Wealth Over Taxes, Kevin Sullivan and Gary Nolan bust common retirement myths, discuss the impact of recent legislative changes on inherited IRAs, and explore strategies for managing taxes, Social Security, and market risks to secure your retirement. Perfect for those planning their future or seeking clarity on complex financial topics
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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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

Myth Busters 

This episode explores the emotional and psychological aspects of retirement, emphasizing the importance of holistic planning that includes emotional well-being alongside financial security. Experts discuss strategies to prepare for identity shifts, social changes, and emotional adjustments during retirement.

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

This episode explores the emotional and psychological aspects of retirement, emphasizing the importance of holistic planning that includes emotional well-being alongside financial security. Experts discuss strategies to prepare for identity shifts, social changes, and emotional adjustments during retirement.
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

Beyond Financial Planning 

In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss the complexities of retirement planning, focusing on the emotional and financial shifts that occur when transitioning into retirement. They explore the importance of having a predictable income, understanding the two-year echo effect on retirement decisions, and the significance of tax planning for 2026. The conversation also delves into the implications of entrepreneurship in retirement, including how self-employment income can affect Medicare premiums. Finally, they address listener questions, emphasizing the need for tailored retirement strategies that consider individual circumstances and goals.

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

In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss the complexities of retirement planning, focusing on the emotional and financial shifts that occur when transitioning into retirement. They explore the importance of having a predictable income, understanding the two-year echo effect on retirement decisions, and the significance of tax planning for 2026. The conversation also delves into the implications of entrepreneurship in retirement, including how self-employment income can affect Medicare premiums. Finally, they address listener questions, emphasizing the need for tailored retirement strategies that consider individual circumstances and goals.
Reach out to Kevin and Robin at 800-757-6062 or<a href="https://www.infinitewealthadvisors.com/"> https://www.infinitewealthadvisors.com/</a>

Paycheck Replacement Plan 

This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to address the challenges of longer retirements, healthcare costs, and social security changes. The hosts discuss the importance of having a comprehensive financial plan that adapts to individual circumstances, including the impact of family financial requests and the necessity of rebalancing investment portfolios in response to market conditions.

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

This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to address the challenges of longer retirements, healthcare costs, and social security changes. The hosts discuss the importance of having a comprehensive financial plan that adapts to individual circumstances, including the impact of family financial requests and the necessity of rebalancing investment portfolios in response to market conditions.
Reach out to Kevin and Robin at 800-757-6062 or<a href="https://www.infinitewealthadvisors.com/"> https://www.infinitewealthadvisors.com/</a>

Myth Busters

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