Wealth Over Taxes

Six Financial Missteps


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In this episode, Kevin Sullivan and Robin Whitlock discuss common financial mistakes made by baby boomers, emphasizing the importance of diversifying income sources, understanding healthcare costs, and creating a comprehensive retirement income plan. They provide actionable strategies for catching up on retirement savings, downsizing, and addressing tax implications. The episode concludes with a Q&A segment addressing listener questions about charitable giving and Social Security planning.

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

See omnystudio.com/listener for privacy information.

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Wealth Over TaxesBy Kevin Sullivan and Robin Whitlock

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