New Year, New You

In this conversation, financial advisors Kevin Sullivan and Robin Whitlock discuss essential financial planning tips for the upcoming year, focusing on budgeting, maximizing retirement contributions, and optimizing social security benefits. They emphasize the importance of having a structured finan…

Having a Solid Plan

In this conversation, Kevin Sullivan, Robin Whitlock and Gary Nolan discuss the importance of saving for retirement and the common mistakes people make in their financial planning. They emphasize that it's never too late to start saving and highlight the significance of seeking professional advice.…

Baby Boomers Rule , For Now

This conversation delves into the significant wealth transfer occurring in the United States, primarily from baby boomers to younger generations and charities. It discusses the implications of this transfer, the importance of financial planning, and the role of fiduciary advisors in ensuring that w…

Baby Boomers Rule

The conversation focuses on the financial challenges and strategies for Baby Boomers, who hold a significant portion of wealth in the U.S. The discussion covers wealth transfer, planning for longevity and healthcare costs, income planning, the role of housing wealth, charitable giving, and the impa…

What Can Go Wrong

In this conversation, Robin Whitlock and Gary Nolan discuss the complexities of retirement planning, emphasizing the importance of flexibility, income diversification, and strategic investment decisions. They explore the semi-retirement mindset, the necessity of building a financial buffer for emer…

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…

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…

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. …

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…

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…