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…173 clip(s) in playlist
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
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