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 the importance of critical thinking in making financial decisions. They also highlight the significance of risk management and diversification in managing investments. The conversation covers various topics related to financial planning and retirement. It emphasizes the importance of long-term perspective, staying informed, and executing a well-thought-out plan. The hosts also provide insights on following chat rooms and news, avoiding short-term fads, and anticipating future events.
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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