In this episode, Kevin Sullivan and Robin Whitlock discuss the current economic climate and its implications for retirees. They emphasize the importance of having a comprehensive retirement plan that goes beyond just managing investments. The conversation highlights the need for holistic planning that integrates financial, health, and lifestyle goals. They also address strategies for navigating market volatility and the importance of having a proactive approach to tax planning and risk management. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss various aspects of retirement planning, focusing on the implications of inflation, bear markets, and strategic investment opportunities. They explore tax loss harvesting, the role of annuities, and the importance of Roth conversions in a down market. The conversation also addresses the impact of rising tariffs on retirement plans, strategies for claiming Social Security, and the necessity of planning for healthcare costs and long-term care insurance. The hosts emphasize the importance of having a comprehensive financial plan to navigate these challenges effectively.

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

See omnystudio.com/listener for privacy information.

In this conversation, Kevin Sullivan and Robin Whitlock discuss the challenges retirees face in a volatile economic climate, emphasizing the importance of having a solid retirement plan. They cover various topics including the need for stress testing existing plans, understanding withdrawal rates, the rising costs of long-term care, and the evolving perception of annuities. The discussion highlights the significance of knowledge in financial planning and addresses common fears retirees have about outliving their savings. Overall, the conversation provides practical advice for navigating retirement successfully. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss the importance of starting your financial journey early, using metaphors from Star Wars to illustrate key financial concepts. They emphasize the need for a solid financial plan, the significance of diversification, and the necessity of having a backup plan. The hosts also address listener questions regarding retirement budgeting, market volatility, and the impact of tariffs on expenses, providing practical advice for navigating these challenges.

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

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Robin Whitlock discuss the pressing financial concerns facing pre-retirees, particularly in light of current market volatility and geopolitical tensions. They emphasize the importance of having a solid retirement plan, understanding the risks associated with market fluctuations, and the necessity of seeking competent financial advice. The conversation covers various strategies for retirement preparedness, including income planning, investment diversification, and maximizing contributions to retirement accounts. The hosts also highlight the significance of education in making informed financial decisions and the need for trust in financial advisors. In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss critical aspects of financial advising, focusing on identifying red flags, the importance of transparency, and the necessity of having a solid financial plan. They emphasize the need for spousal involvement in financial decisions, navigating market volatility, and the complexities of special needs trusts. The conversation also touches on the considerations of mortgage debt versus renting costs, providing listeners with valuable insights into effective retirement planning.

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

See omnystudio.com/listener for privacy information.

In this episode of Wealth Over Taxes, hosts Kevin Sullivan and Robin Whitlock discuss the implications of tariffs and trade wars on retirement planning. They emphasize the importance of having a solid financial plan, reassessing risk tolerance, and navigating market volatility. The conversation also covers strategies like dollar cost averaging and the significance of personalized retirement planning to ensure a secure financial future. In this episode, Kevin Sullivan and Gary Nolan discuss various aspects of retirement planning, using retail stores as metaphors for different investment strategies. They explore the benefits of index funds and ETFs, the stability of bonds, the role of robo-advisors, and the importance of personalized financial planning. The conversation also addresses common questions about Roth IRAs and healthcare costs in retirement, emphasizing the need for a comprehensive financial strategy.

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

See omnystudio.com/listener for privacy information.

In this conversation, Kevin Sullivan and Gary Nolan discuss the implications of tariffs on retirement planning, emphasizing the importance of having a solid financial plan. They explore market volatility, behavioral management, and the potential for recession, urging listeners to remain calm and seek professional advice. The discussion highlights the need for strategic withdrawal plans and awareness of global markets, reinforcing that a comprehensive plan is essential for financial security in retirement. In this episode, Kevin Sullivan and Gary Nolan discuss essential financial concepts related to retirement planning, emphasizing the importance of simplifying complex topics like compound interest and the necessity of having a comprehensive financial plan. They explore strategies for creating a sustainable retirement income, the role of social security, and tax planning considerations. The conversation also addresses specific scenarios such as inherited annuities and the pros and cons of different investment options, including bonds and trading platforms. Throughout, they stress the importance of personalized financial advice and planning to ensure a secure retirement.

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

See omnystudio.com/listener for privacy information.

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.

In this conversation, Kevin Sullivan and Gary Nolan discuss essential strategies for navigating retirement challenges, emphasizing the importance of financial stability, income sources, and comprehensive planning. They explore budgeting, the significance of Social Security, and the need for emergency preparedness. The discussion also highlights the importance of consistency and habit-building in retirement planning, using cooking metaphors to illustrate key concepts. In this episode, Kevin Sullivan and Gary Nolan discuss the transformative power of financial consultations, emphasizing the importance of life insurance not just for death benefits but as a wealth protection tool. They explore wealth transfer strategies, estate planning, and the significance of having a comprehensive financial plan. The episode also addresses listener questions, providing insights into retirement planning, tax strategies, and investment considerations.

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

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Gary Nolan discuss the complexities of tariffs and trade tensions, explaining how they affect consumers and the economy. They delve into the mechanics of tariffs, their purpose as negotiation tools, and the long-term implications for the U.S. economy. The conversation also highlights the importance of consumer confidence and the need for individuals to reassess their financial plans in light of these economic changes. In this episode, Kevin Sullivan discusses the importance of having a comprehensive retirement plan, addressing key risks such as longevity, inflation, and unexpected expenses. He emphasizes the need for proactive tax planning and investment strategies tailored to individual needs. The conversation also includes listener questions about annuities and investment options, highlighting the complexities of retirement planning and the value of professional guidance.

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

See omnystudio.com/listener for privacy information.