Wealth Over Taxes

Kevin Sullivan and Dave Perkins discuss planning ahead for required minimum distributions rather than waiting for the first required withdrawal. They connect those decisions to Social Security claiming and the tax questions surrounding retirement accounts.

Call 800-757-6062 or text IWA to 600-700 for a no-cost second-opinion review. Wealth Over Taxes.

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A convincing security warning can pressure someone into moving their own money to a scammer. Kevin Sullivan, Robin Whitlock and Dave Perkins discuss why these schemes can fool experienced investors, then consider how downsizing decisions and a trusted advisory relationship fit into retirement planning. Call Infinite Wealth Advisors at 800-757-6062 or text IWA to 600-700 to begin a conversation.

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Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

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Kevin and Robin from Infinite Wealth Advisors discuss essential retirement planning strategies, including managing risk, tax considerations, beneficiary updates, and psychological aspects of retirement. Learn how to create a seamless, personalized plan to enjoy a confident retirement.

800-757-6062

or text IWA to 600-700

Wealth Over Taxes

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Retirement timing is a major theme of this week's podcast.  Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year.  The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

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Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution.  They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving.  They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement.

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

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored.

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

See omnystudio.com/listener for privacy information.

In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common pitfalls.

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

See omnystudio.com/listener for privacy information.

In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement.

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

See omnystudio.com/listener for privacy information.