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
This episode explores the impact of social media on perceptions of wealth and success, the FIRE movement, early retirement, and how to navigate financial advice online. Kevin Sullivan and Robin Whitlock share insights on building lasting wealth, avoiding common pitfalls, and planning for a secure retirement.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privac...
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss how retirees can navigate market volatility, the importance of a comprehensive retirement plan, and strategies to avoid emotional decision-making. They emphasize the value of structured planning, behavioral finance awareness, and proactive risk management to ensure a secure retirement.
Reach out to Kevin and Robin at 800-757-6062 or https://www.i...
Kevin Sullivan and Robin Whitlock discuss the critical aspects of retirement planning, including income strategies, tax efficiency, risk management, and the importance of a comprehensive plan to ensure a secure and adaptable retirement.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
This episode explores the often overlooked risks in retirement planning beyond market losses, including long-term care, medical expenses, and the importance of comprehensive planning. Kevin Sullivan and Robin Whitlock share expert insights on managing risks, creating adaptable plans, and making informed decisions to secure your financial future.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss the complexities of turning savings into sustainable retirement income, the importance of layered income strategies, withdrawal sequencing, tax efficiency, and proactive planning to ensure financial stability in retirement.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
Explore the importance of prospective tax planning for retirees, including strategies like Roth conversions, required minimum distributions, and tax diversification to optimize retirement income and legacy planning.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
This episode explores the role of cash in retirement planning, addressing common misconceptions, risks of holding too much cash, and strategies for integrating cash management into a comprehensive financial plan. Kevin Sullivan and Robin Whitlock share expert insights on balancing safety and growth to secure your retirement future.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio...
In this episode, Kevin Sullivan interviews Jeremy Siegel, a renowned economist and finance expert, discussing the current economic landscape, interest rates, oil prices, AI's impact on the labor market, and investment strategies. Gain insights into how geopolitical events influence markets and what to expect in 2026.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
This episode explores the complexities of global trade disruptions, retirement planning, estate planning, and managing financial risks. Hosted by Gary Nolan with experts Kevin Sullivan and Robin Whitlock, it offers practical insights for retirees and those planning for the future.
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 Gary Nolan bust common retirement myths, discuss the impact of recent legislative changes on inherited IRAs, and explore strategies for managing taxes, Social Security, and market risks to secure your retirement. Perfect for those planning their future or seeking clarity on complex financial topics
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvi...
This episode explores the emotional and psychological aspects of retirement, emphasizing the importance of holistic planning that includes emotional well-being alongside financial security. Experts discuss strategies to prepare for identity shifts, social changes, and emotional adjustments during retirement.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privac...
In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss the complexities of retirement planning, focusing on the emotional and financial shifts that occur when transitioning into retirement. They explore the importance of having a predictable income, understanding the two-year echo effect on retirement decisions, and the significance of tax planning for 2026. The conversation also delves into the implications of...
This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to address the challenges of longer retirements, healthcare costs, and social security changes. The hosts discuss the importance of having a comprehensive financial plan that adapts to individual circumstances, including the impact of family financial requests and the necessity of rebalancing investment portfolio...
in this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of retirement planning, emphasizing the gap between projections and real-life scenarios. They explore the importance of having a structured plan to navigate unexpected expenses, the emotional aspects of retirement, and the necessity of clear communication in financial decisions. The discussion also highlights the role of tax planning and risk managemen...
In this episode, the hosts delve into the complexities of behavioral finance and its significant impact on retirement planning. They discuss the importance of understanding emotional biases, such as confirmation bias and analysis paralysis, and how these can derail even the best financial strategies. The conversation emphasizes the necessity of a comprehensive financial plan, the role of automation in managing finances, and the imp...
In this episode of "Wealth Over Taxes," hosts Kevin Sullivan and Chip Detty discuss the importance of financial synchronization between partners, especially regarding retirement savings. They highlight the common scenario where one spouse is more financially engaged than the other, leading to potential gaps in retirement preparedness. The conversation emphasizes the need for regular financial check-ins and education for both partne...
Should you play it safe with a savings account or let your dollars don a cape
and fly into the stock market? Whether you're a mattress-stuffer or a market maven,
knowing when to save and when to invest can save you from some serious financial
facepalms. Let’s find out which money move deserves your applause—and which one
should stay in the piggy bank!
Reach out to Kevin and Robin at 800-757-6062 or ht...
Football season may be wrapping up, but when it comes to retirement, your
biggest game is just ahead. In today’s show, we’re pulling championship-worthy
strategies from the gridiron—lessons on offense, defense, and the playbook you need
to cross the financial goal line and retire like a champion. Stay with us—we’re kicking it
off right now.
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 ...
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 ...
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