Wealth Over Taxes
Wealth Over Taxes
Playlist by Wealth Over TaxesKevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests o…Follow the podcast:
60 clip(s) in playlist
What, Me Worry? Well Yes!
The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry, on today’s show Wealth Over Taxes with Kevin and Rob…
54:44
A C+ for America, Not Good!
On today’s show, Wealth Over Taxes with Kevin and Robin they'll discuss the 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement income systems across the world using the weighted average of the adequacy, sustainability and integrity of the systems. The U.S. earned a C+, with …
52:40
You Need a Guy, You Need a Pro!
On today’s show, Wealth Over Taxes with Kevin and Robin they break down some of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. In addition, we are going to learn by taking a more hands-on…
53:53
Ch-ch-ch-ch-changes
Dealing with change is often difficult. On today’s show, Wealth Over Taxes with Kevin and Robin they’ll discuss how planning for retirement has evolved over the past twenty years or so. We’ve got the top ten changes in getting to that next phase of life called retirement. Plus, make sure you don’t…
50:07
Highlights of Northwestern Mutual’s 2023 Planning & Progress Study.
On today’s show Wealth Over Taxes with Kevin and Robin they'll discuss Americans' attitudes about their finances and the current financial state of the economy. Also scams targeting seniors aren’t a new concept by any stretch, however, it’s important to be cognizant of the latest scams and tools th…
52:34
Social Security Fiscal Horror Show
On today’s show ,Wealth Over Taxes with Kevin and Robin they’ll do a deep dive on what to expect with Social Security in the coming years.We’ve put together some simple tips that can make a big difference in your retirement. We’ve put together some simple tips on how to save money that can make a b…
52:06
Let's Get Comfortable with Your Retirement
On this episode of Wealth Over Taxes with Kevin and Robin they’ll help you get prepared for retirement. Getting ready for retirement is a process that has very few absolutes. The good news is there are some guideposts that can help you save for retirement and help make sure your money takes you al…
52:37
Six Financial Demands That Can Impact Your Retirement Nest Egg
On today’s show Wealth Over Taxes with Kevin and Robin they'll discuss ways to assure that your retirement fund is substantial enough to provide for your needs during your golden years. In addition, the latest survey by Principal about your financial concerns and retirement. Reach out to Kevin…
53:04
A Pension and a Gold Watch, Not Any More
On today’s show Wealth Over Taxes with Kevin and Robin they discuss that over the past few decades the retirement landscape has changed significantly. Where you once had a pension and a gold watch, you now have many folks struggling to grow their wealth and guarantee their retirement nest egg cau…
52:35
A Pension and a Gold Watch, Not Any More
On today’s show Wealth Over Taxes with Kevin and Robin they discuss how over the past few decades the retirement landscape has changed significantly. Where you once had a pension and a gold watch, you now have many folks struggling to grow their wealth and guarantee their retirement n…
52:37