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…107 clip(s) in playlist
Saving For Retirement
In this conversation, Kevin Sullivan and Gary Nolan discuss essential strategies for retirement savings, emphasizing the importance of employer matches, maximizing contributions, and the necessity of having an emergency fund. They also creatively relate various Thanksgiving desserts to financial pl…
53:09
Better Retirement Times
In this conversation, Kevin Sullivan and Robin Whitlock discuss various strategies for enhancing retirement savings, emphasizing the importance of financial literacy, the use of technology in investing, and the benefits of tax-advantaged accounts. They also explore the gig economy as a means to sup…
52:19
The Role of AI in Retirement Planning
In 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 maximizing retirement contributions, managing debt, and planning for healthcare and long-term care. …
52:54
Scary Movies-Retirement Decisions
In this episode, the hosts explore the intersection of scary movies and financial planning, using classic horror films as metaphors for common financial mistakes. They discuss the importance of emotional control in investing, effective communication with financial advisors, and the dangers of ignor…
53:12
Six Green Flags of the Perfect Financial Partner
In this conversation, the hosts explore the concept of soulmates in the context of financial partnerships, discussing the traits that make an ideal financial partner. They delve into the importance of future orientation, conflict resolution skills, emotional intelligence, and effective communicatio…
53:05
The Fed Cuts Interest Rates
In this conversation, Robin Whitlock and Gary Nolan discuss the implications of the Federal Reserve's decision to lower interest rates on various aspects of retirement planning. They explore how this affects bonds, stock market volatility, savings accounts, real estate, and pension funds. The discu…
53:00
Financial Deep Cleaning
In this episode of 'Wealth Over Taxes', hosts Kevin Sullivan and Robin Whitlock discuss the importance of maintaining a clean financial house as part of retirement planning. They draw parallels between household chores and financial management, emphasizing the need for decluttering, fine-tuning pla…
53:08
FINANCIAL GHOSTBUSTERS
In this episode, the hosts discuss various financial risks and challenges that can impact retirement planning, using Halloween-themed metaphors to illustrate their points. They cover topics such as the importance of having a solid retirement plan, the dangers of high fees and poor financial advice,…
52:48
A FINANCIAL WEATHER WARNING!
Listen up, because we are now under A FINANCIAL WEATHER WARNING!EIGHT SEVERE WEATHER EVENTS that forecast a ROUGH RETIREMENT. Plus,we cover the financial wisdom from a few classic movies and how each can be translated into a practical financial lesson. Reach out to Kevin and Robin at 800-757-6062 …
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The Four Phases of Retirement
prepared, making informed decisions, and sustaining wealth. The hosts emphasize the need for a comprehensive retirement plan that includes flexibility to accommodate unexpected changes. They also highlight the role of education and knowledge transfer in making accurate decisions. The conversation t…
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