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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/

2025 Broadcasting Experts Economics
Episodes
  • Too Much Money!

    Too Much Money!
    Aug 28 2025

    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.
    Show More Show Less
    53 mins
  • Retirement Planning

    Retirement Planning
    Aug 22 2025

    In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the multifaceted aspects of retirement planning, including the emotional and financial transitions into retirement, the importance of understanding risk tolerance, advanced tax strategies like Roth conversions, and the implications of starting a business in retirement. They also address listener questions about optimizing withdrawal strategies and charitable distributions, emphasizing the need for a comprehensive financial plan.

    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
  • Tax Strategies

    Tax Strategies
    Aug 15 2025

    In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss essential strategies for retirees to manage their tax burdens and make informed financial decisions. They emphasize the importance of having a comprehensive income plan, understanding the implications of Roth conversions, and preparing for market corrections. The conversation also highlights the unique challenges faced by baby boomers as they transition into retirement, including the need for thoughtful planning and proactive management of assets. Listeners are encouraged to seek professional guidance to navigate these complexities effectively.

    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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