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 investment options for Roth IRAs and the benefits of Roth IRA conversions. Lastly, they address retirement savings for younger individuals and the importance of starting early and making regular contributions.
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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