In this episode, Kevin Sullivan and Robin Whitlock discuss the pressing financial concerns facing pre-retirees, particularly in light of current market volatility and geopolitical tensions. They emphasize the importance of having a solid retirement plan, understanding the risks associated with market fluctuations, and the necessity of seeking competent financial advice. The conversation covers various strategies for retirement preparedness, including income planning, investment diversification, and maximizing contributions to retirement accounts. The hosts also highlight the significance of education in making informed financial decisions and the need for trust in financial advisors. In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss critical aspects of financial advising, focusing on identifying red flags, the importance of transparency, and the necessity of having a solid financial plan. They emphasize the need for spousal involvement in financial decisions, navigating market volatility, and the complexities of special needs trusts. The conversation also touches on the considerations of mortgage debt versus renting costs, providing listeners with valuable insights into effective retirement planning.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this episode of Wealth Over Taxes, hosts Kevin Sullivan and Robin Whitlock discuss the implications of tariffs and trade wars on retirement planning. They emphasize the importance of having a solid financial plan, reassessing risk tolerance, and navigating market volatility. The conversation also covers strategies like dollar cost averaging and the significance of personalized retirement planning to ensure a secure financial future. In this episode, Kevin Sullivan and Gary Nolan discuss various aspects of retirement planning, using retail stores as metaphors for different investment strategies. They explore the benefits of index funds and ETFs, the stability of bonds, the role of robo-advisors, and the importance of personalized financial planning. The conversation also addresses common questions about Roth IRAs and healthcare costs in retirement, emphasizing the need for a comprehensive financial strategy.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this conversation, Kevin Sullivan and Gary Nolan discuss the implications of tariffs on retirement planning, emphasizing the importance of having a solid financial plan. They explore market volatility, behavioral management, and the potential for recession, urging listeners to remain calm and seek professional advice. The discussion highlights the need for strategic withdrawal plans and awareness of global markets, reinforcing that a comprehensive plan is essential for financial security in retirement. In this episode, Kevin Sullivan and Gary Nolan discuss essential financial concepts related to retirement planning, emphasizing the importance of simplifying complex topics like compound interest and the necessity of having a comprehensive financial plan. They explore strategies for creating a sustainable retirement income, the role of social security, and tax planning considerations. The conversation also addresses specific scenarios such as inherited annuities and the pros and cons of different investment options, including bonds and trading platforms. Throughout, they stress the importance of personalized financial advice and planning to ensure a secure retirement.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.