Wealth Over Taxes
Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call (800) 757-6062
Episodes
The conversation covers various topics related to retirement planning. The hosts address common questions and concerns, such as the impact of inflation on retirement income, the adequacy of pre-retirement income, the importance of budgeting, the cost of healthcare in retirement, longevity risk, and the optimal time to claim Social Security benefits. They also mention the availability of a personalized retirement plan and the option...
The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loan debt on retirement planning. The conversation then transitions to timeless tips, such as delaying Social Security and choosing the rig...
Semi-retirement, also known as partial or phase retirement, refers to working in some capacity after retiring early. There is increasing interest in semi-retirement, with many people considering working part-time in retirement. The conversation explores the benefits and challenges of semi-retirement, including the social aspects of work and the financial implications. It also discusses the importance of proactive retirement plannin...
The hosts discuss the retirement planning rules of thumb that are outdated and no longer effective in today's economy. They emphasize the importance of customizing retirement plans to individual circumstances and goals. They also debunk the 60-40 bond split rule and the magic retirement age of 65. The hosts explain the rule of 72 and how it can be used as a tool to estimate investment growth. They also discuss the 4% rule and the n...
The conversation discusses the changes in retirement planning over the past 20 years and provides insights and advice on various aspects of retirement. The main themes include the shift from pensions to personal responsibility, the challenges with Social Security, the importance of planning and taking care of oneself, the need for comprehensive healthcare coverage, and the potential pitfalls of overspending and not taking advantage...
In this conversation, Kevin and Robin discuss six financial planning assumptions to avoid on the journey to retirement. They emphasize the importance of not assuming that you won't be working past 65, as many people choose to continue working for various reasons. They also caution against underestimating how long you will live and the importance of planning for a long life. They highlight the need to consider how much you will spen...
The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loan debt on retirement planning. The conversation then transitions to timeless tips, such as delaying Social Security and choosing the rig...
The conversation discusses the results of an advisor client communication survey and explores the importance of advice and portfolio management. It also delves into retirement planning regrets, the need for proper planning, and tips for financial health in retirement. In this conversation, Gary Nolan discusses various topics related to finance and retirement planning with Kevin Sullivan and Robin Whitlock They cover, tips for keepi...
In this episode, Kevin and Robin discuss the importance of financial spring cleaning and offer tips for reviewing spending and handling debts. They also share a case study of a couple who retired early and successfully managed their retirement assets. The conversation emphasizes the need for a comprehensive plan that includes risk mitigation and tax planning. Listeners are encouraged to take action and reach out to the advisors for...
This episode of Wealth Over Taxes with Kevin Sullivan and Robin Whitlock discusses the importance of retirement planning and provides guidance on getting organized, tracking progress, and understanding key financial concepts. The hosts emphasize the need for regular checkups and course corrections to ensure a smooth transition into retirement. They also discuss the significance of factors such as tax planning, Medicare, and Social ...
In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of retirement planning beyond paperwork and tax strategies. They emphasize the need for a comprehensive plan that includes creating a retirement budget and consolidating investment accounts. They also warn listeners about subscription scams and share a real-life example of a Norton Antivirus scam. The hosts provide tips to avoid falling for scams and discuss ...
Celebrities often face financial challenges that require the assistance of a financial advisor to help manage their wealth and long-term financial stability. In this episode, the hosts discuss cautionary tales from Hollywood, including Steve McNair's lack of estate planning, Billy Joel's financial mismanagement, James Gandolfini's estate planning failure, Wesley Snipes' financial advisor scam, Todd Bridges' lack of estate planning,...
The hosts discuss financial lessons from Hollywood movies, including the importance of managing greed and living within one's means. They also address the risks of following financial advice from others without considering one's own financial situation. The uncertainty of the stock market is highlighted, emphasizing the need for a comprehensive financial plan. The hosts debunk common myths about long-term care insurance and provide...
In this episode, Kevin and Robin discuss strategies to help listeners retire successfully. They draw parallels between football and retirement planning, emphasizing the importance of offense (taking action and creating a budget) and defense (reducing risk, filling gaps in the plan, and considering insurance and estate planning). They also highlight the significance of communication and commitment in the coach-quarterback relationsh...
In this episode, Kevin Sullivan and Gary Nolan discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining when to take Social Security, using HSA accounts and health insurance, understanding annuities, and looking at your budget. They emphasize the importance of having a comprehensive plan and offer to provide one at no cost or obligation. They also disc...
In this episode, Kevin and Robin from Infinite Wealth Advisors discuss various financial planning topics and answer listener questions. They offer free financial analysis and planning services, including a risk analysis, income tax analysis, and customized lifetime income plan. They emphasize the importance of protecting principal in retirement and provide options such as treasuries, CDs, and fixed annuities. They also discuss inve...
Welcome to 2024! On today’s show, Wealth Over Taxes with Kevin and Robin we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. Plus, we have a few tips to ensure you meet them.
Reach out to Kevin and Robin at 800-757-6062
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On today’s show Wealth Over Taxes with Kevin and Robin we’re covering the ten biggest and most common retirement planning mistakes ,and offering tips to avoid them. In addition, when you have a big life change, you may consider speaking with a spouse, doctor, attorney, or take to your social media page for advice.. but there are plenty of life events that you should speak with your financial advisor about.
Reach out to Kevin and R...
We’re always talking about the written plan and just how vital it is for a successful retirement. On today’s show Wealth Over Taxes with Kevin and Robin we’re going to go over a step by step guide to create a plan for your golden years. Also, as you enter the financial red zone it’s really important to really understand what’s in our portfolio and to make sure it’s protected and ready to help get us to and through retirement.
Some retirees are happy, while others are downright miserable. According to financial planners, what separates the happy retirees from the unhappy ones comes down to getting a few things right in pre-retirement planning.On today’s show Wealth Over Taxes with Kevin and Robin we’ll find out what differentiates the happiest retirees. Also, we’ll review 2024 changes from SECURE Act 2.0
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