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/  

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 <a href="https://www.infinitewealthadvisors.com/%20 ">https://www.infinitewealthadvisors.com/  </a>

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

Wealth Over Taxes

Seven Steps to a Successful Retirement

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 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 <a href="https://www.infinitewealthadvisors.com/%20 ">https://www.infinitewealthadvisors.com/  </a>

retirement planning, inflation, pre-retirement income, budgeting, healthcare costs, longevity risk, Social Security benefits, long-term care, retirement planning, life insurance, asset-based policy, annuity chassis, self-funding, risk tolerance, income plan, 1031 exchange, portfolio diversification

Common Retirement Questions

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/  

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 <a href="https://www.infinitewealthadvisors.com/%20 ">https://www.infinitewealthadvisors.com/  </a>

Retirement Planning Tips

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/  

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 <a href="https://www.infinitewealthadvisors.com/%20 ">https://www.infinitewealthadvisors.com/  </a>

Seven Steps to a Successful Retirement

Wealth Over Taxes

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Wealth Over Taxes

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