Wealth Over Taxes
Wealth Over Taxes
Playlist by Wealth Over TaxesIn 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 m…167 clip(s) in playlist
Crisis Proof Your Retirement
In this episode, Kevin Sullivan and Gary Nolan discuss how to crisis-proof your retirement plan amidst economic uncertainties. They emphasize the importance of thorough planning, understanding behavioral finance, and preparing for inflation and market volatility. The conversation also covers strate…
53:05
Ready, Set, Retire
Retirement planning isn't just about numbers; it's about envisioning a future where you can live comfortably and pursue your passions. A recent article from Yahoo Finance outlines six signs that you're ready to enjoy a middle-class retirement. Let's delve into these indicators and see how they alig…
53:02
Your Retirement Mix-tape
In this episode, the hosts explore the themes of retirement planning through the lens of music, discussing how songs can reflect the emotional and practical aspects of transitioning into retirement. They emphasize the importance of mindset shifts, gratitude, time management, and the need for a comp…
53:02
Avoiding Financial Mistakeds
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the hidden threats to retirement planning, emphasizing that the biggest risks often stem from preventable mistakes rather than market crashes. They explore common traps retirees fall into, such as winging it without a p…
52:34
Investing in Retirement
In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of continuing to invest after retirement, addressing common concerns such as inflation, healthcare costs, and the necessity of having a solid income plan. They emphasize the need for estate planning and the importance of unde…
52:24
One word : Inflation
This conversation delves into the realities of retirement, focusing on how to navigate unexpected challenges and maintain financial stability. It emphasizes the importance of adapting to life's curveballs and making necessary adjustments to ensure a fulfilling retirement experience. Reach out t…
53:06
End of the Year to Do List
In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss essential financial strategies for retirees and pre-retirees as the year-end approaches. They cover critical topics such as Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), tax-efficient str…
53:18
Picturing Your Retirement
In this episode of Wealth Over Taxes, Kevin Sullivan and Gary Nolan discuss the complexities of retirement planning, emphasizing the importance of understanding healthcare costs, inflation, and required minimum distributions. They highlight the need for a comprehensive plan that prioritizes the ind…
52:49
Is You're Plan Outdated
In this episode, Kevin Sullivan and Robin Whitlock discuss the critical elements of retirement planning, emphasizing the need for a personalized approach that considers lifestyle, longevity, and legacy. They explore the importance of understanding Social Security, healthcare costs, and required min…
52:19
Longevity mindset
In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of comprehensive retirement planning, emphasizing the need for a long-term perspective that extends to age 95 or beyond. They cover various aspects of retirement, including income sources, long-term care, healthcare expe…
53:15