Wealth Over Taxes

In this episode, Kevin and Robin from Infinite Wealth Advisors discuss various financial planning topics and answer listener questions. They offer free financial analysis and planning services, including a risk analysis, income tax analysis, and customized lifetime income plan. They emphasize the importance of protecting principal in retirement and provide options such as treasuries, CDs, and fixed annuities. They also discuss investment options for Roth IRAs and the benefits of Roth IRA conversions. Lastly, they address retirement savings for younger individuals and the importance of starting early and making regular contributions.

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

 

See omnystudio.com/listener for privacy information.

Welcome to 2024! On today’s show, Wealth Over Taxes with Kevin and Robin we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. Plus, we have a few tips to ensure you meet them.  

Reach out to Kevin and Robin at 800-757-6062 

See omnystudio.com/listener for privacy information.

On today’s show Wealth Over Taxes with Kevin and Robin we’re covering the ten biggest and most common retirement planning mistakes ,and offering tips to avoid them. In addition, when you have a big life change, you may consider speaking with a spouse, doctor, attorney, or take to your social media page for advice.. but there are plenty of life events that you should speak with your financial advisor about.

Reach out to Kevin and Robin at 800-757-6062.

See omnystudio.com/listener for privacy information.

We’re always talking about the written plan and just how vital it is for a successful retirement.  On today’s show  Wealth Over Taxes with  Kevin and Robin we’re going to go over a step by step guide to create a plan for your golden years. Also, as you enter the financial red zone it’s really important to really understand what’s in our portfolio and to make sure it’s protected and ready to help get us to and through retirement.

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

See omnystudio.com/listener for privacy information.

Some retirees are happy, while others are downright miserable. According to financial planners, what separates the happy retirees from the unhappy ones comes down to getting a few things right in pre-retirement planning.On today’s show Wealth Over Taxes with Kevin and Robin we’ll find out  what differentiates the happiest retirees. Also, we’ll review 2024 changes from SECURE Act 2.0 

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

See omnystudio.com/listener for privacy information.

On today’s show Wealth Over Taxes  with Kevin and Robin we’ll break down five potentially costly mistakes in retirement. Things you should try to avoid, even if it feels like it’s what you should do. Also, why it might be a good time to start a business in retirement. 

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

See omnystudio.com/listener for privacy information.

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Wealth Over Taxes with Kevin and Robin we’ll  check some highlights. 

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

See omnystudio.com/listener for privacy information.

The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry,  on today’s show Wealth Over Taxes with Kevin and Robin we are going to help you cut through the confusion and offer tips and takeaways that will help you find your footing amid market volatility and inflation.

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

See omnystudio.com/listener for privacy information.

On today’s show, Wealth Over Taxes with Kevin and Robin they'll discuss the 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement income systems across the world using the weighted average of the adequacy, sustainability and integrity of the systems. The U.S. earned a C+, with 63 out of 100 possible points and an overall ranking of 22 out of the 47 countries included in the study.

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

 

See omnystudio.com/listener for privacy information.

On today’s show, Wealth Over Taxes with Kevin and Robin they break down some of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. In addition, we are going to learn by taking a more hands-on approach to see exactly what can be done by posing some hypothetical case studies to our financial advisors and then allowing them to do what they do best and explore the specifics of what they could do with each.

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

 

See omnystudio.com/listener for privacy information.