Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.
800-757-6062
or text IWA to 600-700
<a href="https://infinitewealthadvisors.com">Infinite Wealth Advisors</a>

Exiting the 401(k)

Kevin and Robin from Infinite Wealth Advisors discuss essential retirement planning strategies, including managing risk, tax considerations, beneficiary updates, and psychological aspects of retirement. Learn how to create a seamless, personalized plan to enjoy a confident retirement.

800-757-6062

or text IWA to 600-700

Wealth Over Taxes

Kevin and Robin from Infinite Wealth Advisors discuss essential retirement planning strategies, including managing risk, tax considerations, beneficiary updates, and psychological aspects of retirement. Learn how to create a seamless, personalized plan to enjoy a confident retirement.
800-757-6062
or text IWA to 600-700
<a href="https://wealthovertaxes.com">Wealth Over Taxes</a>

Build Confidence in Retirement

Retirement timing is a major theme of this week's podcast.  Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year.  The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

Retirement timing is a major theme of this week's podcast.&nbsp; Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year.&nbsp; The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.
800-757-6062
or text IWA to 600-700
<a href="https://infinitewealthadvisors.com">Infinite Wealth Advisors</a>

Retirement Has a Calendar

Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution.  They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving.  They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution.&nbsp; They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving.&nbsp; They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.
800-757-6062
or text IWA to 600-700
<a href="https://infinitewealthadvisors.com">Infinite Wealth Advisors</a>

First RMD Calendar Trap

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement.

 

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

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement.
&nbsp;
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

The State-by-State Retirement Gap

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored.

 

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

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored.
&nbsp;
Reach out to Kevin and Robin at 800-757-6062 or<a href="https://www.infinitewealthadvisors.com/"> https://www.infinitewealthadvisors.com/</a>

The Senior Deduction Filter

In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common pitfalls.

 

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

In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common pitfalls.
&nbsp;
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

The Number Isn’t the Plan

In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement.

 

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

 

In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement.
&nbsp;
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>
&nbsp;

 The Longevity Fear Gap

In this episode, Kevin and Robin discuss crucial retirement planning strategies, including tax-efficient withdrawals, inherited IRAs, and the importance of proactive planning to minimize taxes and maximize wealth transfer.

 

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

In this episode, Kevin and Robin discuss crucial retirement planning strategies, including tax-efficient withdrawals, inherited IRAs, and the importance of proactive planning to minimize taxes and maximize wealth transfer.
&nbsp;
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

 The Quiet Tax Window

In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes.

 

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

In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes.
&nbsp;
Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

 The Claiming Age Reality Check

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

financial, financial advisor, financial plan, financial planning, financial freedom, money, wealth, earning, invest, investing, investment, stock, stock market, retire, retirement, retirement plan, economy, finance, income, retirement income, debt free, cash, how to, wall street, nest egg, retirementplan, financialplan, financialadvisor, money, investing, retirees, savemoney, nestegg, financialfreedom, wealthy, savings

Wealth Over Taxes

Social links:

Follow the podcast:

205 clip(s)