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…164 clip(s) in playlist
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Is You're Plan Outdated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
Decumulation
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the critical phase of decumulation in retirement planning. They emphasize the importance of having a structured withdrawal strategy, addressing major risks such as sequence of returns, longevity, inflation, and health c…
52:52
SECURE 2.0
In this conversation, Robin Whitlock emphasizes the importance of guiding clients towards a secure and independent retirement. He discusses the transformative nature of taking the first step in financial planning and encourages listeners to reach out for assistance. The dialogue highlights the pass…
52:56
A Reason to Wake Up
The conversation explores the significant transition individuals face when moving from a long career to retirement. It highlights the challenges of managing time and finding fulfillment after decades of structured work life. The speakers emphasize that the primary struggle for many is not financial…
53:01