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 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/
Episodes
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 ...
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/
In this episode, the hosts explore the themes of retirement planning through the lens of music, discussing how songs can reflect the emotional and practical aspects of transitioning into retirement. They emphasize the importance of mindset shifts, gratitude, time management, and the need for a comprehensive financial plan. The conversation also addresses common pitfalls retirees face, the significance of automating savings, and the...
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the hidden threats to retirement planning, emphasizing that the biggest risks often stem from preventable mistakes rather than market crashes. They explore common traps retirees fall into, such as winging it without a plan, cashing out retirement accounts at the wrong time, and the importance of diversification. The conversation also highlights the need...
In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of continuing to invest after retirement, addressing common concerns such as inflation, healthcare costs, and the necessity of having a solid income plan. They emphasize the need for estate planning and the importance of understanding asset allocation as one approaches retirement. The conversation also covers the critical aspects of withdrawing from retiremen...
This conversation delves into the realities of retirement, focusing on how to navigate unexpected challenges and maintain financial stability. It emphasizes the importance of adapting to life's curveballs and making necessary adjustments to ensure a fulfilling retirement experience.
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, Kevin Sullivan and Chip Detty discuss essential financial strategies for retirees and pre-retirees as the year-end approaches. They cover critical topics such as Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), tax-efficient strategies like Roth conversions, and the importance of creating a sustainable income plan for retirement. The conversation also emphasizes...
In this episode of Wealth Over Taxes, Kevin Sullivan and Gary Nolan discuss the complexities of retirement planning, emphasizing the importance of understanding healthcare costs, inflation, and required minimum distributions. They highlight the need for a comprehensive plan that prioritizes the individual's financial security, especially for those starting late in their retirement journey. The conversation also touches on the emoti...
In this episode, Kevin Sullivan and Robin Whitlock discuss the critical elements of retirement planning, emphasizing the need for a personalized approach that considers lifestyle, longevity, and legacy. They explore the importance of understanding Social Security, healthcare costs, and required minimum distributions (RMDs). The conversation also highlights common retirement mistakes and offers practical solutions for real-world sce...
In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of comprehensive retirement planning, emphasizing the need for a long-term perspective that extends to age 95 or beyond. They cover various aspects of retirement, including income sources, long-term care, healthcare expenses, and the impact of personal challenges such as divorce and cognitive decline. The discussion highlights the necessity of having a w...
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the critical phase of decumulation in retirement planning. They emphasize the importance of having a structured withdrawal strategy, addressing major risks such as sequence of returns, longevity, inflation, and health care costs. The hosts also highlight the need for a customized decumulation plan that aligns with individual lifestyles and values, while...
In this conversation, Robin Whitlock emphasizes the importance of guiding clients towards a secure and independent retirement. He discusses the transformative nature of taking the first step in financial planning and encourages listeners to reach out for assistance. The dialogue highlights the passion for client support and the opportunities available for those seeking a fresh start in their financial journey.
The conversation explores the significant transition individuals face when moving from a long career to retirement. It highlights the challenges of managing time and finding fulfillment after decades of structured work life. The speakers emphasize that the primary struggle for many is not financial but rather how to fill their time meaningfully after leaving the workforce.
Reach out to Kevin and Robin at 800-757-6062 or https://www...
In this episode, Gary Nolan, Robin Whitlock, and Kevin Sullivan discuss the multifaceted aspects of retirement planning, emphasizing the importance of emotional readiness, financial organization, and the need for a comprehensive plan. They explore how to prepare for the transition from working life to retirement, the significance of aligning goals with a partner, and the impact of legacy planning. The conversation also highlights t...
In this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of transitioning from a paycheck-based income to retirement income, emphasizing the importance of having a structured retirement plan. They delve into the behavioral aspects of financial management, the pitfalls of retirement tax traps, and the significance of estate planning. The discussion also covers the roles of wills and trusts in estate planning,...
In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss the complexities of retirement planning, focusing on the often-overlooked tax implications of Social Security, Required Minimum Distributions (RMDs), and inheritance. They emphasize the importance of proactive tax planning and comprehensive income strategies to ensure a secure retirement. The conversation also covers the impact of the Secure Act on estate p...
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Widlock discuss the importance of early retirement planning, the challenges retirees face, and the significant wealth transfer expected from baby boomers. They emphasize the need for strategic planning to manage taxes, especially with required minimum distributions (RMDs) and the implications of the Secure Act on inheritance. The hosts also address listener questions ab...
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss various aspects of retirement planning, focusing on the emotional and financial challenges faced by retirees. They delve into the rising trend of gray divorce, the importance of emotional identity in financial planning, and the legal nuances of property division. The conversation also covers the critical mistakes to avoid regarding Required Minimum Dist...
In this episode, Kevin Sullivan and Robin Whitlock discuss the unique challenges faced by Generation X as they approach retirement. They explore the importance of having a clear income strategy, effective tax management, and healthcare planning. The hosts debunk common retirement myths and provide insights on navigating retirement timing for couples. They also address listener questions, offering expert advice on various retirement...
In this conversation, Kevin Sullivan and Robin Whitlock discuss various aspects of retirement planning, focusing on the importance of charitable giving, tax efficiency, and income strategies. They explore the joy of giving back, strategies for charitable contributions, and the implications of the 4% rule in today's financial landscape. The hosts emphasize the need for personalized income plans and address listener questions regardi...
Popular Podcasts
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The official podcast of comedian Joe Rogan.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
"SmartLess" with Jason Bateman, Sean Hayes, & Will Arnett is a podcast that connects and unites people from all walks of life to learn about shared experiences through thoughtful dialogue and organic hilarity. A nice surprise: in each episode of SmartLess, one of the hosts reveals his mystery guest to the other two. What ensues is a genuinely improvised and authentic conversation filled with laughter and newfound knowledge to feed the SmartLess mind. Subscribe to SiriusXM Podcasts+ to listen to new episodes of SmartLess ad-free and a whole week early. Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus.