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Wealth Over Taxes

Wealth Over Taxes

By: Kevin Sullivan and Robin Whitlock
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In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations it faces. They delve into various strategies for maximizing retirement contributions, managing debt, and planning for healthcare and long-term care. The discussion also covers the importance of estate planning and social security maximization. Through case studies, they highlight common pitfalls in retirement planning, such as overconfidence in single stock investments and the consequences of inadequate savings. The hosts emphasize the need for professional financial advice and the value of building relationships with advisors, while also touching on the importance of lifelong learning in financial planning. The discussion emphasizes the need for personalized financial planning and the importance of taking action to secure a stable retirement.

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

2026 Broadcasting Experts Economics
Episodes
  • Getting on. the Same Page

    Getting on. the Same Page
    Feb 6 2026

    In this episode of "Wealth Over Taxes," hosts Kevin Sullivan and Chip Detty discuss the importance of financial synchronization between partners, especially regarding retirement savings. They highlight the common scenario where one spouse is more financially engaged than the other, leading to potential gaps in retirement preparedness. The conversation emphasizes the need for regular financial check-ins and education for both partners to ensure a unified approach to retirement planning. They also delve into practical strategies for couples to maximize their retirement savings, including the benefits of spousal IRAs and the significance of understanding risk tolerance in investment decisions.

    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
  • Should You Play it Safe?

    Should You Play it Safe?
    Jan 30 2026

    Should you play it safe with a savings account or let your dollars don a cape
    and fly into the stock market? Whether you're a mattress-stuffer or a market maven,
    knowing when to save and when to invest can save you from some serious financial
    facepalms. Let’s find out which money move deserves your applause—and which one
    should stay in the piggy bank!

    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
  • The Big Game. is Coming

    The Big Game. is Coming
    Jan 23 2026

    Football season may be wrapping up, but when it comes to retirement, your
    biggest game is just ahead. In today’s show, we’re pulling championship-worthy
    strategies from the gridiron—lessons on offense, defense, and the playbook you need
    to cross the financial goal line and retire like a champion. Stay with us—we’re kicking it
    off right now.

    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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