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In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of continuing to invest after retirement, addressing common concerns such as inflation, healthcare costs, and the necessity of having a solid income plan. They emphasize the need for estate planning and the importance of understanding asset allocation as one approaches retirement. The conversation also covers the critical aspects of withdrawing from retirement accounts and the potential tax implications involved. Listener questions are answered, providing further insights into effective retirement strategies.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
By Kevin Sullivan and Robin Whitlock4.5
88 ratings
In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of continuing to invest after retirement, addressing common concerns such as inflation, healthcare costs, and the necessity of having a solid income plan. They emphasize the need for estate planning and the importance of understanding asset allocation as one approaches retirement. The conversation also covers the critical aspects of withdrawing from retirement accounts and the potential tax implications involved. Listener questions are answered, providing further insights into effective retirement strategies.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.

39,209 Listeners