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/

See omnystudio.com/listener for privacy information.

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/

See omnystudio.com/listener for privacy information.

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/

See omnystudio.com/listener for privacy information.