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 relationship, which mirrors the advisor-client relationship. The episode concludes with the importance of practicing positioning for retirement and staying focused on the end goal. The hosts offer a free consultation and analysis to help individuals create a customized lifetime income plan. They also address listener questions about real estate investments, claiming Social Security, and building steady income in retirement. The conversation concludes with contact information for scheduling a consultation.
Reach out to Kevin and Robin at 800-757-6062 or Infinite Wealth Advisors
See omnystudio.com/listener for privacy information.
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