Too Much Money!
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Too Much Money!
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About this listen
In this conversation, Kevin Sullivan and Robin Whitlock discuss various aspects of retirement planning, focusing on the importance of charitable giving, tax efficiency, and income strategies. They explore the joy of giving back, strategies for charitable contributions, and the implications of the 4% rule in today's financial landscape. The hosts emphasize the need for personalized income plans and address listener questions regarding annuities, long-term care, and balancing charitable giving with family legacy goals.
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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