In this episode of "Wealth Over Taxes," hosts Kevin Sullivan and Chip Detty discuss the importance of financial synchronization between partners, especially regarding retirement savings. They highlight the common scenario where one spouse is more financially engaged than the other, leading to potential gaps in retirement preparedness. The conversation emphasizes the need for regular financial check-ins and education for both partners to ensure a unified approach to retirement planning. They also delve into practical strategies for couples to maximize their retirement savings, including the benefits of spousal IRAs and the significance of understanding risk tolerance in investment decisions.

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

See omnystudio.com/listener for privacy information.

Should you play it safe with a savings account or let your dollars don a cape
and fly into the stock market? Whether you're a mattress-stuffer or a market maven,
knowing when to save and when to invest can save you from some serious financial
facepalms. Let’s find out which money move deserves your applause—and which one
should stay in the piggy bank!

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

See omnystudio.com/listener for privacy information.

 Football season may be wrapping up, but when it comes to retirement, your
biggest game is just ahead. In today’s show, we’re pulling championship-worthy
strategies from the gridiron—lessons on offense, defense, and the playbook you need
to cross the financial goal line and retire like a champion. Stay with us—we’re kicking it
off right now.

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 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.

In this episode, Kevin Sullivan and Gary Nolan discuss how to crisis-proof your retirement plan amidst economic uncertainties. They emphasize the importance of thorough planning, understanding behavioral finance, and preparing for inflation and market volatility. The conversation also covers strategies like Roth conversions, the role of life insurance in retirement planning, and the complexities of estate planning, particularly in family dynamics. Listeners are encouraged to take proactive steps in their financial 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.

Retirement planning isn't just about numbers; it's about envisioning a future where you
can live comfortably and pursue your passions. A recent article from Yahoo Finance
outlines six signs that you're ready to enjoy a middle-class retirement. Let's delve into
these indicators and see how they align with your retirement goals.

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, the hosts explore the themes of retirement planning through the lens of music, discussing how songs can reflect the emotional and practical aspects of transitioning into retirement. They emphasize the importance of mindset shifts, gratitude, time management, and the need for a comprehensive financial plan. The conversation also addresses common pitfalls retirees face, the significance of automating savings, and the emotional challenges of supporting family members. Listener questions provide real-world scenarios that highlight the necessity of strategic planning for a fulfilling 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 of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the hidden threats to retirement planning, emphasizing that the biggest risks often stem from preventable mistakes rather than market crashes. They explore common traps retirees fall into, such as winging it without a plan, cashing out retirement accounts at the wrong time, and the importance of diversification. The conversation also highlights the need to adapt outdated strategies to modern retirement needs, the impact of lifestyle creep on budgets, and the significance of long-term care planning. Finally, they address the complexities of balancing legacy and responsibility when it comes to inheritance.

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 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.

This conversation delves into the realities of retirement, focusing on how to navigate unexpected challenges and maintain financial stability. It emphasizes the importance of adapting to life's curveballs and making necessary adjustments to ensure a fulfilling retirement experience.

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

See omnystudio.com/listener for privacy information.