Five Smart Strategies
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Five Smart Strategies
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About this listen
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the impact of market volatility on retirement planning, emphasizing the importance of having a solid action plan to mitigate risks. They share personal experiences and client stories to illustrate the necessity of preparing for unexpected events, such as long-term care needs. The conversation also highlights the significance of understanding financial risks and making informed decisions to ensure a secure retirement. In this conversation, Gary Nolan and Kevin Sullivan explore the ABCDE's of melanoma and their financial planning equivalents, emphasizing the importance of understanding financial risks, lifestyle spending, and the need for regular financial check-ups. They also address listener questions regarding estate planning, long-term care, and tax strategies, providing insights into how to navigate these critical areas for a secure financial future.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.