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…177 clip(s) in playlist
Myth Busters
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 th…
52:24
Beyond Financial Planning
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 r…
53:16
Paycheck Replacement Plan
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 e…
53:03
A 30 Year Retirement!
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 ada…
52:05
Being Prepared for Retirement
in this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of retirement planning, emphasizing the gap between projections and real-life scenarios. They explore the importance of having a structured plan to navigate unexpected expenses, the emotional aspects of retirement, and…
53:10
Behavioral Finance
In this episode, the hosts delve into the complexities of behavioral finance and its significant impact on retirement planning. They discuss the importance of understanding emotional biases, such as confirmation bias and analysis paralysis, and how these can derail even the best financial strategie…
53:12
Getting on the Same Page
In this episode of "Wealth Over Taxes," hosts Kevin Sullivan and Chip Detty discuss the importance of financial synchronization between partners, especially regarding retirement savings. They highlight the common scenario where one spouse is more financially engaged than the other, leading to poten…
52:58
Should You Play it Safe?
Should you play it safe with a savings account or let your dollars don a cape and fly into the stock market? Whether you're a mattress-stuffer or a market maven, knowing when to save and when to invest can save you from some serious financial facepalms. Let’s find out which money move deserves your…
53:07
The Big Game is Coming
Football season may be wrapping up, but when it comes to retirement, your biggest game is just ahead. In today’s show, we’re pulling championship-worthy strategies from the gridiron—lessons on offense, defense, and the playbook you need to cross the financial goal line and retire like a champion. …
53:18
Six Financial Missteps
In this episode, Kevin Sullivan and Robin Whitlock discuss common financial mistakes made by baby boomers, emphasizing the importance of diversifying income sources, understanding healthcare costs, and creating a comprehensive retirement income plan. They provide actionable strategies for catching …
51:50