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 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 <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

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 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 <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

financial, financial advisor, financial plan, financial planning, financial freedom, money, wealth, earning, invest, investing, investment, stock, stock market, retire, retirement, retirement plan, economy, finance, income, retirement income, debt free, cash, how to, wall street, nest egg, retirementplan, financialplan, financialadvisor, money, investing, retirees, savemoney, nestegg, financialfreedom, wealthy, savings

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 on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 757-6062

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 on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 757-6062

Saving For Retirement

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, 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 <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>

Better Retirement Times

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 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<a href="https://www.infinitewealthadvisors.com/"> https://www.infinitewealthadvisors.com</a>

The Role of AI in Retirement Planning 

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 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 <a href="https://www.infinitewealthadvisors.com/ ">https://www.infinitewealthadvisors.com/ </a>

Saving For Retirement

Wealth Over Taxes

In 1 playlist(s)

Wealth Over Taxes

Social links

Follow podcast

Recent clips