Wealth Over TaxesWealth Over Taxes

The Four Phases of Retirement

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Wealth Over Taxes

In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations  
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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/

 

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Wealth Over Taxes

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to 
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