Wealth Over Taxes

In this conversation, Kevin and Robin discuss six financial planning assumptions to avoid on the journey to retirement. They emphasize the importance of not assuming that you won't be working past 65, as many people choose to continue working for various reasons. They also caution against underestimating how long you will live and the importance of planning for a long life. They highlight the need to consider how much you will spend and how fast you will spend your money in retirement, as well as the impact of taxes on your retirement income. Finally, they discuss the misconception that you will spend less in retirement and stress the importance of having a comprehensive retirement plan.  Overall, the conversation emphasizes the need for personalized financial planning and the benefits of seeking professional advice.

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

 

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The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loan debt on retirement planning. The conversation then transitions to timeless tips, such as delaying Social Security and choosing the right place to retire. The hosts highlight the need to account for inflation and healthcare costs in retirement planning. In this conversation, Kevin and Robin discuss important factors to consider when planning for retirement. . They emphasize the importance of having a comprehensive retirement plan and involving a financial professional. They also address specific questions from listeners regarding asset allocation, program fees, and transferring income from qualified annuities.

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

See omnystudio.com/listener for privacy information.

The conversation discusses the results of an advisor client communication survey and explores the importance of advice and portfolio management. It also delves into retirement planning regrets, the need for proper planning, and tips for financial health in retirement. In this conversation, Gary Nolan discusses various topics related to finance and retirement planning with Kevin Sullivan and Robin Whitlock They cover, tips for keeping finances in shape, tracking expenses, understanding taxes in retirement, considerations for retirement costs, deciding when to start Social Security, planning for taxes in retirement, creating a retirement paycheck, considering spouse's retirement income, diversification and protecting portfolios, handling inherited IRA funds, diversification and asset allocation, and managing RMD funds.

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 the importance of financial spring cleaning and offer tips for reviewing spending and handling debts. They also share a case study of a couple who retired early and successfully managed their retirement assets. The conversation emphasizes the need for a comprehensive plan that includes risk mitigation and tax planning. Listeners are encouraged to take action and reach out to the advisors for personalized retirement planning. In this conversation, Kevin and Robin discuss various aspects of retirement planning using the analogy of March Madness and college basketball. They emphasize the importance of working with a great coach, considering tax consequences and inflation, mitigating market volatility, and anticipating retirement challenges. They also highlight the significance of paying attention to the game clock, avoiding financial pitfalls, and engaging in comprehensive retirement planning. The conversation concludes with Kevin and Robin answering specific financial planning questions from listeners.

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

 

See omnystudio.com/listener for privacy information.

This episode of Wealth Over Taxes with Kevin Sullivan and Robin Whitlock discusses the importance of retirement planning and provides guidance on getting organized, tracking progress, and understanding key financial concepts. The hosts emphasize the need for regular checkups and course corrections to ensure a smooth transition into retirement. They also discuss the significance of factors such as tax planning, Medicare, and Social Security in retirement planning. The episode concludes with a discussion on commonly misunderstood financial terms. The conversation covers topics such as customized investment strategies, managing risk, the difference between advising and sales, the importance of updating retirement plans, action steps for listeners, required minimum distributions (RMDs), portfolio allocation, taxation of lump sum 401k withdrawals, and investing in health savings accounts.

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 retirement planning beyond paperwork and tax strategies. They emphasize the need for a comprehensive plan that includes creating a retirement budget and consolidating investment accounts. They also warn listeners about subscription scams and share a real-life example of a Norton Antivirus scam. The hosts provide tips to avoid falling for scams and discuss the importance of critical thinking in making financial decisions. They also highlight the significance of risk management and diversification in managing investments. The conversation covers various topics related to financial planning and retirement. It emphasizes the importance of long-term perspective, staying informed, and executing a well-thought-out plan. The hosts also provide insights on following chat rooms and news, avoiding short-term fads, and anticipating future events. 

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

See omnystudio.com/listener for privacy information.

Celebrities often face financial challenges that require the assistance of a financial advisor to help manage their wealth and long-term financial stability. In this episode, the hosts discuss cautionary tales from Hollywood, including Steve McNair's lack of estate planning, Billy Joel's financial mismanagement, James Gandolfini's estate planning failure, Wesley Snipes' financial advisor scam, Todd Bridges' lack of estate planning, and Kevin Bacon's financial losses. The hosts emphasize the importance of tax planning and the need for estate planning and legacy planning to ensure that assets are properly managed and distributed.  The hosts also discuss the impact of inflation on expenses and the outdated 4% rule for retirement withdrawals. They highlight the significance of seeking advice from qualified financial advisors and provide insights on minimizing tax liability. The conversation concludes with an invitation for a free consultation and analysis services.

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

See omnystudio.com/listener for privacy information.

The hosts discuss financial lessons from Hollywood movies, including the importance of managing greed and living within one's means. They also address the risks of following financial advice from others without considering one's own financial situation. The uncertainty of the stock market is highlighted, emphasizing the need for a comprehensive financial plan. The hosts debunk common myths about long-term care insurance and provide alternative strategies. They explain the retirement planning process and offer guidance on accessing retirement funds while minimizing tax implications. In this conversation, Gary Nolan discusses the importance of taking action and creating a customized income plan for retirement. He emphasizes the need to consider factors such as Social Security, pensions, taxes, and long-term care.

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 strategies to help listeners retire successfully. They draw parallels between football and retirement planning, emphasizing the importance of offense (taking action and creating a budget) and defense (reducing risk, filling gaps in the plan, and considering insurance and estate planning). They also highlight the significance of communication and commitment in the coach-quarterback relationship, which mirrors the advisor-client relationship. The episode concludes with the importance of practicing positioning for retirement and staying focused on the end goal.  The hosts offer a free consultation and analysis to help individuals create a customized lifetime income plan. They also address listener questions about real estate investments, claiming Social Security, and building steady income in retirement. The conversation concludes with contact information for scheduling a consultation.

Reach out to Kevin and Robin at 800-757-6062 or  Infinite Wealth Advisors

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Gary Nolan discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining when to take Social Security, using HSA accounts and health insurance, understanding annuities, and looking at your budget. They emphasize the importance of having a comprehensive plan and offer to provide one at no cost or obligation. They also discuss long-term care, estate planning, required minimum distributions, tax efficiency, building personal pensions, and the importance of diversification. The episode concludes with Kevin answering listener questions. 

 

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

See omnystudio.com/listener for privacy information.