In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the critical phase of decumulation in retirement planning. They emphasize the importance of having a structured withdrawal strategy, addressing major risks such as sequence of returns, longevity, inflation, and health care costs. The hosts also highlight the need for a customized decumulation plan that aligns with individual lifestyles and values, while answering listener questions about long-term care and inheritance planning.

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

See omnystudio.com/listener for privacy information.