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Wealth Over Taxes

By: Kevin Sullivan and Robin Whitlock
  • Summary

  • 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

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Episodes
  • Concern and Confusion
    May 31 2024

    In this conversation, Kevin, Robin and Gary discuss the importance of identifying the financial and economic stories that are causing concern and confusion. They emphasize the need to cut through the noise and offer peace of mind in retirement planning. They highlight a viral clip featuring Jared Bernstein, the chair of the United States Council of Economic Advisers, attempting to explain monetary policy.They also express their disbelief at Bernstein's lack of understanding of basic economic principles. They also discuss the 4% rule in retirement planning and the importance of customizing plans based on individual circumstances. In this conversation, Kevin and Robin discuss various topics related to retirement planning, including Social Security benefits, 401k withdrawals, and required minimum distributions (RMDs) on IRAs. They emphasize the importance of understanding the rules and exceptions to make informed decisions. They also highlight the need for personalized retirement planning and the benefits of working with professionals. The conversation provides valuable insights and advice for individuals approaching retirement.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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    53 mins
  • Retirement Crisis
    May 24 2024

    The conversation covers the retirement crisis, the future of Social Security, and the concerns and challenges faced by Americans in planning for retirement. The hosts discuss the importance of having a backup plan and being proactive in preparing for retirement. They also address the disconnect between financial advisors and the everyday experiences of average people. The conversation highlights the need for personalized retirement planning and the potential impact of inflation and cuts to Social Security benefits. The hosts offer a comprehensive plan and analysis to help individuals navigate these challenges. They also discuss the emotional and behavioral aspects of retirement, such as determining the ideal retirement age and adjusting to the mindset of not working. The hosts stress the importance of having a comprehensive plan that covers expenses, taxes, Social Security benefits, and investment management. They also address concerns about estate planning and the division of assets

    .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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    53 mins
  • Common Retirement Questions
    May 17 2024

    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 to ask questions through their website. In this conversation, Kevin Sullivan and Gary Nolan discuss long-term care options for retirees. They emphasize the importance of considering one's risk tolerance, income plan, and individual needs when choosing a long-term care option. Overall, the discussion provides valuable insights for retirees and pre-retirees looking to plan for their long-term care needs.

    Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    53 mins

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