Wealth Over Taxes Podcast Por Kevin Sullivan and Robin Whitlock arte de portada

Wealth Over Taxes

Wealth Over Taxes

De: Kevin Sullivan and Robin Whitlock
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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/

2026 Broadcasting Experts Economía
Episodios
  • Six Financial Missteps

    Six Financial Missteps
    Jan 16 2026

    In this episode, Kevin Sullivan and Robin Whitlock discuss common financial mistakes made by baby boomers, emphasizing the importance of diversifying income sources, understanding healthcare costs, and creating a comprehensive retirement income plan. They provide actionable strategies for catching up on retirement savings, downsizing, and addressing tax implications. The episode concludes with a Q&A segment addressing listener questions about charitable giving and Social Security planning.

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

    See omnystudio.com/listener for privacy information.
    Más Menos
    52 m
  • Crisis Proof Your Retirement

    Crisis Proof Your Retirement
    Jan 9 2026

    In this episode, Kevin Sullivan and Gary Nolan discuss how to crisis-proof your retirement plan amidst economic uncertainties. They emphasize the importance of thorough planning, understanding behavioral finance, and preparing for inflation and market volatility. The conversation also covers strategies like Roth conversions, the role of life insurance in retirement planning, and the complexities of estate planning, particularly in family dynamics. Listeners are encouraged to take proactive steps in their financial 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.
    Más Menos
    53 m
  • Ready, Set, Retire

    Ready, Set, Retire
    Jan 2 2026

    Retirement planning isn't just about numbers; it's about envisioning a future where you
    can live comfortably and pursue your passions. A recent article from Yahoo Finance
    outlines six signs that you're ready to enjoy a middle-class retirement. Let's delve into
    these indicators and see how they align with your retirement goals.

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

    See omnystudio.com/listener for privacy information.
    Más Menos
    53 m
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