The hosts discuss the retirement planning rules of thumb that are outdated and no longer effective in today's economy. They emphasize the importance of customizing retirement plans to individual circumstances and goals. They also debunk the 60-40 bond split rule and the magic retirement age of 65. The hosts explain the rule of 72 and how it can be used as a tool to estimate investment growth. They also discuss the 4% rule and the need for ongoing monitoring and adjustments in retirement planning. In this conversation, Kevin and Robin discuss various topics related to retirement planning and financial management they emphasize the value of seeking professional help and getting a second opinion to ensure a confident and well-rounded retirement plan. The conversation also touches on the difference between investing in index funds and starting a Roth IRA. Overall, the hosts provide valuable insights and guidance for individuals approaching retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

The conversation discusses the changes in retirement planning over the past 20 years and provides insights and advice on various aspects of retirement. The main themes include the shift from pensions to personal responsibility, the challenges with Social Security, the importance of planning and taking care of oneself, the need for comprehensive healthcare coverage, and the potential pitfalls of overspending and not taking advantage of senior discounts. In this conversation, Kevin Sullivan and Robin Whitlock discuss various retirement planning topics. They emphasize the importance of making informed decisions and seeking professional guidance. They advise against unnecessary expenses in retirement, such as owning multiple cars, and stress the need for careful management of retirement accounts.  Overall, they encourage listeners to create a comprehensive retirement plan tailored to their specific needs and goals. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

In this conversation, Kevin and Robin discuss six financial planning assumptions to avoid on the journey to retirement. They emphasize the importance of not assuming that you won't be working past 65, as many people choose to continue working for various reasons. They also caution against underestimating how long you will live and the importance of planning for a long life. They highlight the need to consider how much you will spend and how fast you will spend your money in retirement, as well as the impact of taxes on your retirement income. Finally, they discuss the misconception that you will spend less in retirement and stress the importance of having a comprehensive retirement plan.  Overall, the conversation emphasizes the need for personalized financial planning and the benefits of seeking professional advice. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loan debt on retirement planning. The conversation then transitions to timeless tips, such as delaying Social Security and choosing the right place to retire. The hosts highlight the need to account for inflation and healthcare costs in retirement planning. In this conversation, Kevin and Robin discuss important factors to consider when planning for retirement. . They emphasize the importance of having a comprehensive retirement plan and involving a financial professional. They also address specific questions from listeners regarding asset allocation, program fees, and transferring income from qualified annuities. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

The conversation discusses the results of an advisor client communication survey and explores the importance of advice and portfolio management. It also delves into retirement planning regrets, the need for proper planning, and tips for financial health in retirement. In this conversation, Gary Nolan discusses various topics related to finance and retirement planning with Kevin Sullivan and Robin Whitlock They cover, tips for keeping finances in shape, tracking expenses, understanding taxes in retirement, considerations for retirement costs, deciding when to start Social Security, planning for taxes in retirement, creating a retirement paycheck, considering spouse's retirement income, diversification and protecting portfolios, handling inherited IRA funds, diversification and asset allocation, and managing RMD funds. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

In this episode, Kevin and Robin discuss the importance of financial spring cleaning and offer tips for reviewing spending and handling debts. They also share a case study of a couple who retired early and successfully managed their retirement assets. The conversation emphasizes the need for a comprehensive plan that includes risk mitigation and tax planning. Listeners are encouraged to take action and reach out to the advisors for personalized retirement planning. In this conversation, Kevin and Robin discuss various aspects of retirement planning using the analogy of March Madness and college basketball. They emphasize the importance of working with a great coach, considering tax consequences and inflation, mitigating market volatility, and anticipating retirement challenges. They also highlight the significance of paying attention to the game clock, avoiding financial pitfalls, and engaging in comprehensive retirement planning. The conversation concludes with Kevin and Robin answering specific financial planning questions from listeners. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

This episode of Wealth Over Taxes with Kevin Sullivan and Robin Whitlock discusses the importance of retirement planning and provides guidance on getting organized, tracking progress, and understanding key financial concepts. The hosts emphasize the need for regular checkups and course corrections to ensure a smooth transition into retirement. They also discuss the significance of factors such as tax planning, Medicare, and Social Security in retirement planning. The episode concludes with a discussion on commonly misunderstood financial terms. The conversation covers topics such as customized investment strategies, managing risk, the difference between advising and sales, the importance of updating retirement plans, action steps for listeners, required minimum distributions (RMDs), portfolio allocation, taxation of lump sum 401k withdrawals, and investing in health savings accounts. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of retirement planning beyond paperwork and tax strategies. They emphasize the need for a comprehensive plan that includes creating a retirement budget and consolidating investment accounts. They also warn listeners about subscription scams and share a real-life example of a Norton Antivirus scam. The hosts provide tips to avoid falling for scams and discuss the importance of critical thinking in making financial decisions. They also highlight the significance of risk management and diversification in managing investments. The conversation covers various topics related to financial planning and retirement. It emphasizes the importance of long-term perspective, staying informed, and executing a well-thought-out plan. The hosts also provide insights on following chat rooms and news, avoiding short-term fads, and anticipating future events.  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

Celebrities often face financial challenges that require the assistance of a financial advisor to help manage their wealth and long-term financial stability. In this episode, the hosts discuss cautionary tales from Hollywood, including Steve McNair's lack of estate planning, Billy Joel's financial mismanagement, James Gandolfini's estate planning failure, Wesley Snipes' financial advisor scam, Todd Bridges' lack of estate planning, and Kevin Bacon's financial losses. The hosts emphasize the importance of tax planning and the need for estate planning and legacy planning to ensure that assets are properly managed and distributed.  The hosts also discuss the impact of inflation on expenses and the outdated 4% rule for retirement withdrawals. They highlight the significance of seeking advice from qualified financial advisors and provide insights on minimizing tax liability. The conversation concludes with an invitation for a free consultation and analysis services. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

The hosts discuss financial lessons from Hollywood movies, including the importance of managing greed and living within one's means. They also address the risks of following financial advice from others without considering one's own financial situation. The uncertainty of the stock market is highlighted, emphasizing the need for a comprehensive financial plan. The hosts debunk common myths about long-term care insurance and provide alternative strategies. They explain the retirement planning process and offer guidance on accessing retirement funds while minimizing tax implications. In this conversation, Gary Nolan discusses the importance of taking action and creating a customized income plan for retirement. He emphasizes the need to consider factors such as Social Security, pensions, taxes, and long-term care. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ 

In this episode, Kevin and Robin discuss strategies to help listeners retire successfully. They draw parallels between football and retirement planning, emphasizing the importance of offense (taking action and creating a budget) and defense (reducing risk, filling gaps in the plan, and considering insurance and estate planning). They also highlight the significance of communication and commitment in the coach-quarterback relationship, which mirrors the advisor-client relationship. The episode concludes with the importance of practicing positioning for retirement and staying focused on the end goal.  The hosts offer a free consultation and analysis to help individuals create a customized lifetime income plan. They also address listener questions about real estate investments, claiming Social Security, and building steady income in retirement. The conversation concludes with contact information for scheduling a consultation. Reach out to Kevin and Robin at 800-757-6062 or  Infinite Wealth Advisors

In this episode, Kevin Sullivan and Gary Nolan discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining when to take Social Security, using HSA accounts and health insurance, understanding annuities, and looking at your budget. They emphasize the importance of having a comprehensive plan and offer to provide one at no cost or obligation. They also discuss long-term care, estate planning, required minimum distributions, tax efficiency, building personal pensions, and the importance of diversification. The episode concludes with Kevin answering listener questions.  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

In this episode, Kevin and Robin from Infinite Wealth Advisors discuss various financial planning topics and answer listener questions. They offer free financial analysis and planning services, including a risk analysis, income tax analysis, and customized lifetime income plan. They emphasize the importance of protecting principal in retirement and provide options such as treasuries, CDs, and fixed annuities. They also discuss investment options for Roth IRAs and the benefits of Roth IRA conversions. Lastly, they address retirement savings for younger individuals and the importance of starting early and making regular contributions. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

Welcome to 2024! On today’s show, Wealth Over Taxes with Kevin and Robin we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. Plus, we have a few tips to ensure you meet them.   Reach out to Kevin and Robin at 800-757-6062 

On today’s show Wealth Over Taxes with Kevin and Robin we’re covering the ten biggest and most common retirement planning mistakes ,and offering tips to avoid them. In addition, when you have a big life change, you may consider speaking with a spouse, doctor, attorney, or take to your social media page for advice.. but there are plenty of life events that you should speak with your financial advisor about. Reach out to Kevin and Robin at 800-757-6062.

We’re always talking about the written plan and just how vital it is for a successful retirement.  On today’s show  Wealth Over Taxes with  Kevin and Robin we’re going to go over a step by step guide to create a plan for your golden years. Also, as you enter the financial red zone it’s really important to really understand what’s in our portfolio and to make sure it’s protected and ready to help get us to and through retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

Some retirees are happy, while others are downright miserable. According to financial planners, what separates the happy retirees from the unhappy ones comes down to getting a few things right in pre-retirement planning.On today’s show Wealth Over Taxes with Kevin and Robin we’ll find out  what differentiates the happiest retirees. Also, we’ll review 2024 changes from SECURE Act 2.0  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show Wealth Over Taxes  with Kevin and Robin we’ll break down five potentially costly mistakes in retirement. Things you should try to avoid, even if it feels like it’s what you should do. Also, why it might be a good time to start a business in retirement.  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Wealth Over Taxes with Kevin and Robin we’ll  check some highlights.  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 Robin we are going to help you cut through the confusion and offer tips and takeaways that will help you find your footing amid market volatility and inflation. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 63 out of 100 possible points and an overall ranking of 22 out of the 47 countries included in the study. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 approach to see exactly what can be done by posing some hypothetical case studies to our financial advisors and then allowing them to do what they do best and explore the specifics of what they could do with each. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

 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 overlook this aspect of your retirement  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 thieves are using to steal money earmarked for those golden years. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 big difference in your retirement.  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 all the way through retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 caused a decline in wealth for certain age groups for example late Boomers born between 1959 and 1964 have seen a drop in their 401k and IRA assets (all of which are documented further in the Center for Retirement Research at Boston College’s study on the matter). Also, a retirement quiz,fact, fiction or somewhere in between. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 nest egg caused a decline in wealth for certain age groups for example late Boomers born between 1959 and 1964 have seen a drop in their 401k and IRA assets (all of which are documented further in the Center for Retirement Research at Boston College’s study on the matter). Also, a retirement quiz, fact, fiction or somewhere in between. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show,  Wealth Over Taxes, Kevin and Robin offer tips to help you regain control of your financial future, how to restore confidence in your financial plan and how to find peace of mind as you continue to build toward your retirement goals. Also, five tips to help you regain control of your financial future. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s edition of Wealth Over Taxes with Kevin and Robin they explore some of Hollywood Celebrities financial disasters and details lessons learned.  In addition they dive into different areas of planning and how these tips can benefit you and your financial planning journey. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

The newest edition of Wealth Over Taxes  kicks off with tips to help you improve your position on the financial football field, whether you are in the financial red zone or starting your journey, these strategies will help you get into the retirement endzone with your nest egg intact. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s episode of Wealth Over Taxes Kevin and Robin  discuss “words of wisdom” when it comes to retirement planning with three quotes that could help you plan for the kind of retirement you’ve always wanted. In addition, what is Peak 65 and how it relates to your retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

Kevin and Robin are back with a brand-new episode of Wealth Over Taxes. They open the show  by breaking down a busy week of news in the financial world and explore exactly how inflation can impact your retirement savings and share how to navigate your retirement when in a relationship with a significant age difference.  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On this edition of Wealth Over Taxes with Kevin & Robin they  share the seven sins of financial planning and offers tips to help you avoid them in your plan and dive into the five components of a financial plan. And as always, Kevin and Robin answer questions from listeners to round out the show. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On the latest episode of Wealth Over Taxes with Kevin and Robin they kickoff the show with a few simple tips to help make the biggest difference in your retirement savings.Also they share the five things you need to know about your retirement  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On a new edition of Wealth Over Taxes with Kevin and RobinThey kick off the show with a discussion about the common retirement planning rules of thumb and why it's important to be updating your plan to reflect changes in the world of finance and offers tips for saving your retirement dollars in an economy plagued by high interest rates, market volatility and recessionary fears. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On this episode of Wealth Over Taxes, Kevin and Robin explore the most searched financial planning questions online and offer answers for each scenario. They also explore the factors to consider when approaching retirement and offer tips for how to make the transition easier for you. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On the newest edition of Wealth Over Taxes, Kevin and Robin dive into the most common retirement planning concerns and how you can plan ahead to protect your retirement dollars and stress-levels along the way.  Reach out to Kevin and Robin at 800-757-6062 or Infinite Wealth Advisors

On today’s show Kevin and Robin discuss what kind of questions do they  ask folks when you sit down for that comprehensive review to determine factors like how risk tolerant or adverse someone might be?  Also, the different topics advisors consider when building a unique plan. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On a new episode of Wealth Over Taxes  with Kevin and Robin the explore the costliest and common mistakes folks make when investing to build their nest egg with strategies to help you avoid making them.Also, they share a few tips for folks looking to accelerate that retirement timeline and bump up that retirement date. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show Kevin and Robin discuss   the fact that some folks put off some of the more important conversations in life. Whether it’s creating that legacy plan, scheduling that annual physical or assembling their plan for retirement, folks tend to put off some of the things that can bring you the most peace of mind when handled by professionals.                 Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show Kevin and Robin discus Some of the more common questions about retirement planning start with what, when and how–and in an effort to bring some clarity to the transition into retirement, we have a few pointers that you can incorporate into your plan a decade before the big day. Also the troubling number of retirees being forced to return to the workforce. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show Kevin and Robin discus A new poll conducted by Quinnipiac University has highlighted the top financial concerns facing Americans today.  Also, a study by Capital One has revealed that the topic of retirement planning is emotionally- charged and overwhelming for many. That does not need to be the case. Especially when you’re working with someone who’s in the business of offering solutions rather than selling a product. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show Kevin and Robin discuss the best way to benefit  from charitable deductions and how to deal with the banking crisis  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On a new episode of Wealth Over Taxes  with Kevin and Robin the advisor takes the hot seat for a Family Feud inspired challenge titled Financial Feud using the results of the 2023 EBRI Retirement Confidence Survey.and explores the importance of living comfortably and worry-free in retirement while offering tips that you can apply to your plan today. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On the latest episode of Wealth Over Taxes with Kevin and Robin  they explain the true key to enjoying a successful financial security in retirement and offers strategies for helping to provide lifetime income in retirement & explores behavioral finance as emotions play a significant role in determining your financial future.  Reach out to Kevin and Robin at 800-757-6062 orhttps://www.infinitewealthadvisors.com/

On today’s show Kevin and Robin Have a question for you, Remember the game “Two Truths and a Lie”? Well we have created our own version of it called Two Retirement Truths and a Lie. We’ll find out how much you know or don’t know about planning for retirement. In addition, we’ll explore a number of retirement related questions that begin with the word, WHEN. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show Kevin and Robin  covers some of the most iconic examples of financial planning do's and don'ts from Hollywood and separates fact from fiction in another edition of Financial Planning Mythbusters and explains why it is so imperative to have a plan for your retirement Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

On today’s show Kevin and Robin discuss There are millions of searches online associated with financial planning. We decided to take matters into our own hands and create a list of the top questions being searched online regarding financial advisors. We consulted Google and Duck Duck Go.Also, accumulation versus decumulation. Saving versus spending. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/