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 Security in retirement planning. The episode concludes with a discussion on commonly misunderstood financial terms. The conversation covers topics such as customized investment strategies, managing risk, the difference between advising and sales, the importance of updating retirement plans, action steps for listeners, required minimum distributions (RMDs), portfolio allocation, taxation of lump sum 401k withdrawals, and investing in health savings accounts.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
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