Wealth Over Taxes

Kevin 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…

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205 clip(s) in playlist

Exiting the 401(k)
Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions…
53:18
Build Confidence in Retirement
Kevin and Robin from Infinite Wealth Advisors discuss essential retirement planning strategies, including managing risk, tax considerations, beneficiary updates, and psychological aspects of retirement. Learn how to create a seamless, personalized plan to enjoy a confident retirement. 800-757-6062…
53:41
Retirement Has a Calendar
Retirement timing is a major theme of this week's podcast. Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year. The conversation then moves to a discussion on the critical first five years of retirement and some of the risks t…
54:15
First RMD Calendar Trap
Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution. They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving. They also talk about Social Security claiming strategies an…
52:52
The State-by-State Retirement Gap
In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans an…
53:48
The Senior Deduction Filter
In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively …
53:42
The Number Isn’t the Plan
In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common p…
53:51
The Longevity Fear Gap
In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infiniteweal…
53:50
The Quiet Tax Window
In this episode, Kevin and Robin discuss crucial retirement planning strategies, including tax-efficient withdrawals, inherited IRAs, and the importance of proactive planning to minimize taxes and maximize wealth transfer. Reach out to Kevin and Robin at 800-757-6062 or https://www.infiniteweal…
53:11
The Claiming Age Reality Check
In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes. Reach out to Kevin and Rob…
53:17