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.