Wealth Over Taxes copertina

Wealth Over Taxes

Wealth Over Taxes

Di: Kevin Sullivan and Robin Whitlock
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A proposito di questo titolo

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 Economia
Episodi
  • Saving Into income

    Saving Into income
    Apr 24 2026

    Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss the complexities of turning savings into sustainable retirement income, the importance of layered income strategies, withdrawal sequencing, tax efficiency, and proactive planning to ensure financial stability in retirement.

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

    See omnystudio.com/listener for privacy information.
    Mostra di più Mostra meno
    53 min
  • Tax Season

    Tax Season
    Apr 17 2026

    Explore the importance of prospective tax planning for retirees, including strategies like Roth conversions, required minimum distributions, and tax diversification to optimize retirement income and legacy planning.

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

    See omnystudio.com/listener for privacy information.
    Mostra di più Mostra meno
    53 min
  • All About Cash

    All About Cash
    Apr 10 2026

    This episode explores the role of cash in retirement planning, addressing common misconceptions, risks of holding too much cash, and strategies for integrating cash management into a comprehensive financial plan. Kevin Sullivan and Robin Whitlock share expert insights on balancing safety and growth to secure your retirement future.

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

    See omnystudio.com/listener for privacy information.
    Mostra di più Mostra meno
    53 min
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