Defending YourWealth
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Defending YourWealth
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About this listen
In this episode of Wealth Over Taxes, hosts Kevin Sullivan and Robin Whitlock discuss essential strategies for managing wealth, focusing on debt management, estate planning, risk mitigation, and the impact of inflation on financial planning. They explore the evolving concept of retirement, emphasizing the importance of social connections and personal fulfillment in the later stages of life. The conversation highlights the need for comprehensive planning to ensure financial security and a fulfilling retirement lifestyle. In this episode, Kevin Sullivan and Gary Nolan discuss the importance of planning for a leisurely life, creating exit strategies for businesses, and building succession plans. They emphasize the need for comprehensive financial planning, including risk analysis and tax considerations. The conversation also addresses listener questions about retirement planning, annuities, and estate taxes, providing valuable insights into effective wealth management strategies
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.