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 planning concepts, illustrating how foundational elements, balance, and diversification are crucial for a successful retirement plan. In this episode, Kevin Sullivan and Robin Whitlock discuss the critical aspects of financial planning for retirement, emphasizing the importance of having a structured plan, understanding risk profiles, and managing behavioral challenges associated with transitioning from earning a paycheck to relying on retirement savings. They also address common listener questions regarding Social Security benefits and the importance of diversification in investment strategies. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 supplement retirement income and draw parallels between superheroes and effective financial strategies, highlighting the need for foresight and diversification in retirement planning. In this episode, the hosts discuss various aspects of retirement planning, emphasizing the importance of diversification, the responsibilities of financial advisors, and the often misunderstood role of annuities. They explore tax-deferred growth and how it compares to other investment vehicles, as well as the significance of personalized portfolio assessments. The conversation also touches on the potential benefits of index annuities in a retirement portfolio, highlighting the need for tailored financial strategies. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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. The discussion also covers the importance of estate planning and social security maximization. Through case studies, they highlight common pitfalls in retirement planning, such as overconfidence in single stock investments and the consequences of inadequate savings. The hosts emphasize the need for professional financial advice and the value of building relationships with advisors, while also touching on the importance of lifelong learning in financial planning. The discussion emphasizes the need for personalized financial planning and the importance of taking action to secure a stable retirement Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com

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 ignoring warning signs in retirement planning. The conversation also highlights the significance of personalized financial strategies and the red flags to watch for when selecting a financial advisor. In this episode, Kevin Sullivan and Robin Whitlock  discuss the importance of choosing the right financial advisor and the potential pitfalls of bad financial advice. They emphasize the need for clear communication between advisors and clients, particularly in retirement planning. The conversation also covers the significance of managing risks in retirement, understanding social security implications, and the necessity of having a comprehensive financial plan. Listener questions provide real-world scenarios that highlight the importance of tailored financial strategies. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ 

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 communication in financial advising. The discussion also covers common mistakes related to IRAs, including timely rollovers, understanding traditional vs. Roth IRAs, and avoiding prohibited transactions. The hosts emphasize the need for a positive attitude and strategic planning in achieving financial goals. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss essential aspects of retirement planning, focusing on common financial mistakes retirees make, the impact of inflation, and the importance of having a comprehensive financial plan. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

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 discussion also delves into common retirement myths, the importance of flexibility in withdrawal rates, and strategies for maximizing Social Security benefits. Throughout the conversation, they emphasize the need for regular portfolio evaluations and personalized financial planning to navigate the changing economic landscape. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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 plans, and managing risks. The conversation also highlights the significance of investing in health and creating a comprehensive game plan for retirement. Listeners are encouraged to seek professional advice and take proactive steps in their financial journey, with real-life scenarios addressed in the Q&A segment. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

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, the impact of healthcare costs, and the need to reconsider one's lifestyle and risk profile as retirement approaches. The conversation also includes listener questions, providing practical advice on managing retirement assets and making informed financial decisions. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

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 or https://www.infinitewealthadvisors.com/

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 touches on the challenges of transitioning from a working life to retirement and the importance of staying socially connected. The hosts offer a no-cost, no-obligation consultation to help listeners create a customized retirement plan. In this conversation, Kevin Sullivan and Robin Whitlock discuss various topics related to personal finance and retirement planning. They cover the importance of financial literacy in high schools, the concept of compound interest, the benefits of consistent savings, and the role of taxes in retirement planning. They also address specific questions from listeners, including whether to leave a 401k with a previous employer or roll it over into an IRA, and how to teach children about money and investing. Overall, the conversation provides valuable insights and advice for individuals looking to improve their financial well-being. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

In this conversation, Kevin Sullivan and Robin Whitlock discuss retirement planning and the psychological shift from working to retirement. They use a football analogy to explain different aspects of retirement planning, such as saving early (the kickoff), making adjustments along the way (halftime adjustments), and fine-tuning your plan as retirement approaches (the two-minute drill). They also address common concerns, such as the fear of not having a steady paycheck and the fear of spending too much in retirement. The hosts emphasize the importance of having a comprehensive plan and managing behavioral impulses. In this conversation, Kevin and Robin discuss the importance of having a comprehensive retirement plan and offer advice on various retirement topics. They emphasize the need for a plan that addresses individual goals, risk management, and long-term care. They also discuss the impact of inflation on retirement savings and the importance of being adaptable. The conversation concludes with a Q&A session where they address specific listener questions and encourage listeners to schedule a consultation to create a personalized retirement plan. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

In this conversation, Gary Nolan and Robin Whitlock discuss the impact of the current economic landscape on the average investor and provide tips for navigating through market fluctuations. They emphasize the importance of staying calm, being proactive, and having a plan in place. They also discuss the need for budgeting, understanding your financial goals, and working with a financial advisor to create a comprehensive retirement plan. The conversation concludes with a discussion on the habits of highly effective people in retirement planning. In this episode of Wealth Over Taxes,  Gary Nolan  and Robin Whitlock discuss the lessons that can be learned from the worst market crash in American history, the Wall Street crash of 1929. They highlight seven key takeaways for retirement planning, including the dangers of speculation, the importance of investment education, the need for diversification, the importance of liquidity, understanding risk, psychological preparedness, and the impact of Social Security breaches.  Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

Navigating market volatility can be challenging for individuals nearing retirement. Here are some key strategies to help manage risk and protect retirement savings in tumultuous times. In this conversation, Kevin and Robin discuss the importance of having a financial plan and offer their services to create a customized lifetime income plan at no cost or obligation. They emphasize the need to control behavioral tendencies and make informed decisions based on a solid plan. They also touch on topics such as market volatility, healthcare costs, tax planning, and longevity risk. The conversation concludes with a Q&A session where they address questions about required minimum distributions, rolling over a 403B plan, and the difference between index funds and ETFs. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

The decision to retire is influenced by financial, emotional, and health factors. Signs that it's time to retire include financial readiness, consistent income, managing debt, and having an emergency fund. Emotional readiness involves having a plan and support system in place. Health readiness includes considering healthcare expenses, long-term care, and physical fitness. Age and retirement benefits, such as pensions and Social Security, should be carefully evaluated. Risk tolerance and managing investments are also important. It's crucial to work with an advisor who can provide comprehensive planning and guidance. In this conversation, Kevin Sullivan and Robin Whitlock discuss various topics related to retirement planning and financial decision-making. They touch on the importance of managing risk tolerance as one gets older and closer to retirement, the concept of sequence of return risks, and the potential impact of income production and taxation on retirement savings. They also answer listener questions about contributing to an IRA, filing for retroactive Social Security benefits, and dealing with old paper bonds. Overall, the conversation provides valuable insights and advice for individuals planning for their retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

A study commissioned by the ALI Retirement Income Institute highlights a looming retirement crisis for baby boomers, particularly those set to retire between 2024 and 2030. Many boomers are ill-prepared for retirement, with two-thirds of the group facing financial challenges. In this conversation, Kevin Sullivan and Nolan discuss various topics related to retirement planning and financial strategies. They cover the benefits of transferring orphan 401k accounts into fixed index annuities, the importance of organizing and consolidating retirement accounts, and the role of annuities in risk mitigation and income distribution. They also touch on the advantages of using a self-directed brokerage option in a 401k plan and the different options for long-term care coverage. Overall, the conversation emphasizes the importance of creating a comprehensive retirement plan tailored to individual circumstances. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

In this conversation, Kevin Sullivan and Robin Whitlock discuss the taxation of retirement income and the advantages of Roth accounts. They emphasize the importance of tax planning in retirement and the need to consider the tax implications of different sources of income. They also highlight the benefits of Roth contributions and distributions, including tax-free growth and the ability to pass on assets to heirs without income taxes. The conversation concludes with a discussion on incorporating bucket list items into overall life planning. In this conversation, Kevin and Robin discuss the importance of planning for retirement and creating a bucket list. They emphasize the need to define and prioritize goals, both quantitative and qualitative, in order to create a comprehensive retirement plan. They also address common concerns such as the amount of money needed for retirement and the potential impact of inheritance. The conversation highlights the importance of personalized planning and the role of financial advisors in helping individuals navigate their retirement journey. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of financial health and its connection to physical and mental health. They emphasize the need for both financial and behavioral management in order to achieve financial health. They also discuss the role of annuities in providing income stability and long-term care planning. The hosts highlight the importance of client education and knowledge transfer in helping individuals make informed financial decisions. In this conversation, Kevin and Robin discuss various topics related to retirement planning and financial management. They emphasize the importance of taking action and scheduling an appointment to create a customized lifetime income plan. They also discuss tax planning for retirement and provide tips for maximizing savings and minimizing tax liabilities Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

The conversation covers several commonly forgotten aspects of retirement planning, including inflation, market volatility, retirement income, healthcare costs, tax planning, and longevity risk. The hosts emphasize the importance of considering these components in a comprehensive retirement plan and highlight the need for a competent advisor who can provide guidance on all aspects of retirement planning. They also discuss the behavioral challenges of transitioning into retirement and the role of the advisor in helping clients navigate these challenges. In this conversation, Kevin and Robin discuss various topics related to retirement planning and financial stress. They emphasize the importance of having a comprehensive plan and taking action to reduce financial stress. They also address questions about leaving inheritances to financially irresponsible adult children and the appropriate allocation of investments in retirement accounts. The conversation provides insights into the importance of having a personalized retirement plan and seeking professional guidance. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

In this conversation, Kevin, Robin and Gary discuss lessons from Warren Buffett's investor playbook and how they can be applied to retirement planning. They cover various quotes from Buffett and provide insights on each one. The main takeaways include the importance of having a plan, mitigating risk as retirement approaches, and the need for patience and time in investing. They emphasize the value of knowledge transfer and educating clients to make informed decisions. The conversation also includes information on how listeners can get a comprehensive plan from Kevin and Robin at Infinite Wealth Advisors. In this conversation, Kevin and Robin discuss the importance of having a plan and managing money from a behavioral point of view. The conversation touches on ways to minimize tax liability and the importance of finding a competent financial advisor. Overall, the key takeaways include the importance of having a comprehensive plan, being proactive in managing finances, and seeking professional advice. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ 

In this episode, Kevin and Robin discuss a case study involving a long-time client who needed assistance with long-term care for his spouse. They highlight the importance of having a personalized retirement plan and being a fiduciary advisor. They also discuss red flags to watch out for when working with a financial advisor, such as failing to acknowledge fiduciary responsibilities, lacking transparency in communication, and offering one-size-fits-all advice. The episode concludes with a reminder to listeners to schedule a consultation with Infinite Wealth Advisors for a customized lifetime income plan. In this conversation, Kevin and Robin discuss various financial topics and answer listener questions. They debunk the misconception that robo-advisors can provide personalized financial advice and emphasize the importance of individualized retirement planning. They also discuss the need for emergency savings and the difference between asset allocation and diversification.  They encourage listeners to seek professional advice and offer a complimentary financial planning service. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ 

The conversation covers various aspects of retirement planning, including the importance of a comprehensive plan, addressing needs and wants, time horizon, spending requirements, after-tax return rate, risk tolerance, estate planning, diversification of retirement investments, and establishing guaranteed recurring income. The hosts emphasize the significance of seeking qualified and competent help in retirement planning. The conversation covers various aspects of retirement planning, including 401k management, retirement age, and investment strategies. The hosts provide insights on maximizing retirement savings, managing assets, and making informed financial decisions. They also emphasize the importance of personalized retirement planning and the impact of social security benefits on retirement decisions. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

The conversation covers various aspects of investing in an election year, addressing fear-mongering, misinformation, and financial planning. It emphasizes the importance of having a solid financial plan and avoiding emotional decision-making. The topics include the impact of election year on financial security, the relationship between interest rates and inflation, the potential impact of election year on stocks, and the means testing of Social Security in the 2030s The hosts emphasize the importance of having a plan, being consistent, and being disciplined in financial decision-making. They also discuss the impact of consumer confidence on the economy and the challenges of transitioning to retirement spending. The conversation concludes with a reminder to listeners to seek personalized retirement planning advice. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

The conversation covers a review of the financial plan for 2024, month by month, and the importance of staying on track with financial goals. It also delves into the significance of financial awareness, discipline, and the impact of inflation on retirement planning. The hosts emphasize the need for regular assessment and awareness of financial independence. The conversation covers a wide range of financial planning topics, social security strategies, long-term care, open enrollment, and financial advisor selection. The hosts provide valuable advice and insights on retirement planning, investment strategies, and the importance of seeking professional financial advice. The conversation is engaging, informative, and filled with sound advice for listeners. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

In this conversation, Kevin, Robin and Gary discuss the importance of identifying the financial and economic stories that are causing concern and confusion. They emphasize the need to cut through the noise and offer peace of mind in retirement planning. They highlight a viral clip featuring Jared Bernstein, the chair of the United States Council of Economic Advisers, attempting to explain monetary policy.They also express their disbelief at Bernstein's lack of understanding of basic economic principles. They also discuss the 4% rule in retirement planning and the importance of customizing plans based on individual circumstances. In this conversation, Kevin and Robin discuss various topics related to retirement planning, including Social Security benefits, 401k withdrawals, and required minimum distributions (RMDs) on IRAs. They emphasize the importance of understanding the rules and exceptions to make informed decisions. They also highlight the need for personalized retirement planning and the benefits of working with professionals. The conversation provides valuable insights and advice for individuals approaching retirement.Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

The conversation covers the retirement crisis, the future of Social Security, and the concerns and challenges faced by Americans in planning for retirement. The hosts discuss the importance of having a backup plan and being proactive in preparing for retirement. They also address the disconnect between financial advisors and the everyday experiences of average people. The conversation highlights the need for personalized retirement planning and the potential impact of inflation and cuts to Social Security benefits. The hosts offer a comprehensive plan and analysis to help individuals navigate these challenges. They also discuss the emotional and behavioral aspects of retirement, such as determining the ideal retirement age and adjusting to the mindset of not working. The hosts stress the importance of having a comprehensive plan that covers expenses, taxes, Social Security benefits, and investment management. They also address concerns about estate planning and the division of assets .Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

The conversation covers various topics related to retirement planning. The hosts address common questions and concerns, such as the impact of inflation on retirement income, the adequacy of pre-retirement income, the importance of budgeting, the cost of healthcare in retirement, longevity risk, and the optimal time to claim Social Security benefits. They also mention the availability of a personalized retirement plan and the option to ask questions through their website. In this conversation, Kevin Sullivan and Gary Nolan discuss long-term care options for retirees.  They emphasize the importance of considering one's risk tolerance, income plan, and individual needs when choosing a long-term care option.  Overall, the discussion provides valuable insights for retirees and pre-retirees looking to plan for their long-term care needs. 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. The segment concludes with a preview of the next segment on important retirement planning questions and answers. In this conversation, Kevin and Robin discuss important factors to consider when planning for retirement.  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/  

Semi-retirement, also known as partial or phase retirement, refers to working in some capacity after retiring early. There is increasing interest in semi-retirement, with many people considering working part-time in retirement. The conversation explores the benefits and challenges of semi-retirement, including the social aspects of work and the financial implications. It also discusses the importance of proactive retirement planning, including considerations for healthcare expenses and required minimum distributions (RMDs). . They touch on the impact of Medicare premiums on social security, the importance of managing risk exposure in retirement, the potential risks of waiting out bad markets, and the benefits of working with a non-transactional financial advisor. They also discuss the importance of creating a budget, planning for retirement age, and considering the impact of social security cuts. Additionally, they address questions about Roth conversions, spousal benefits, and contributing to a Roth 401(k). Overall, the conversation emphasizes the need for personalized planning and the value of seeking professional advice. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  

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/