Wealth Over Taxes

Wealth Over Taxes

By Kevin Sullivan and Robin WhitlockBusiness
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Wealth Over Taxes episodes

  • Ch-ch-ch-ch-changes

     Dealing with change is often difficult. On today’s show, Wealth Over Taxes with Kevin and Robin they’ll discuss how planning for retirement has evolved over the past twenty years or so. We’ve got the top ten changes in getting to that next phase of life called retirement. Plus, make sure you don’t overlook this aspect of your retirement 

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

    See omnystudio.com/listener for privacy information.

    51 min
  • Highlights of Northwestern Mutual’s 2023 Planning & Progress Study.

    On today’s show Wealth Over Taxes with Kevin and Robin they'll discuss Americans' attitudes about their finances and the current financial state of the economy. Also scams targeting seniors aren’t a new concept by any stretch, however, it’s important to be cognizant of the latest scams and tools thieves are using to steal money earmarked for those golden years.

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

     

    See omnystudio.com/listener for privacy information.

    53 min
  • Social Security Fiscal Horror Show

    On today’s show ,Wealth Over Taxes with Kevin and Robin they’ll do a deep dive on what to expect with Social Security in the coming years.We’ve put together some simple tips that can make a big difference in your retirement. We’ve put together some simple tips on how to save money that can make a big difference in your retirement. 

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

    See omnystudio.com/listener for privacy information.

    53 min
  • Let's Get Comfortable with Your Retirement

    On this episode of Wealth Over Taxes with Kevin and Robin they’ll help you get prepared for retirement.  Getting ready for retirement is a process that has very few absolutes. The good news is there are some guideposts that can help you save for retirement and help make sure your money takes you all the way through retirement.

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

    See omnystudio.com/listener for privacy information.

    53 min
  • Six Financial Demands That Can Impact Your Retirement Nest Egg

    On today’s show Wealth Over Taxes  with Kevin and Robin they'll discuss  ways to assure that your retirement fund is substantial enough to provide for your needs during your golden years. In addition, the latest survey by  Principal  about your financial concerns and retirement.

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

    See omnystudio.com/listener for privacy information.

    54 min
  • A Pension and a Gold Watch, Not Any More

    On today’s show  Wealth Over Taxes with Kevin and Robin they discuss that  over the past few decades the retirement landscape has changed significantly. Where you once had a pension and a gold watch, you now have many folks struggling to grow their wealth and guarantee their retirement nest egg caused a decline in wealth for certain age groups for example late Boomers born between 1959 and 1964 have seen a drop in their 401k and IRA assets (all of which are documented further in the Center for Retirement Research at Boston College’s study on the matter). Also, a retirement quiz,fact, fiction or somewhere in between.

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

     

    See omnystudio.com/listener for privacy information.

    53 min
  • A Pension and a Gold Watch, Not Any More

    On today’s show  Wealth Over Taxes with Kevin and Robin they discuss how              over the past few decades the retirement landscape has changed significantly. Where you once had a pension and a gold watch, you now have many folks struggling to grow their wealth and guarantee their retirement nest egg caused a decline in wealth for certain age groups for example late Boomers born between 1959 and 1964 have seen a drop in their 401k and IRA assets (all of which are documented further in the Center for Retirement Research at Boston College’s study on the matter). Also, a retirement quiz, fact, fiction or somewhere in between.

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

       

    See omnystudio.com/listener for privacy information.

    53 min
  • Are You in Control of Your Finances

    On today’s show,  Wealth Over Taxes, Kevin and Robin offer tips to help you regain control of your financial future, how to restore confidence in your financial plan and how to find peace of mind as you continue to build toward your retirement goals. Also, five tips to help you regain control of your financial future.

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

    See omnystudio.com/listener for privacy information.

    55 min
  • The Hollywood Financial Walk of Shame.

    On today’s edition of Wealth Over Taxes with Kevin and Robin they explore some of Hollywood Celebrities financial disasters and details lessons learned.  In addition they dive into different areas of planning and how these tips can benefit you and your financial planning journey.

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

    See omnystudio.com/listener for privacy information.

    54 min
  • Strategies To Help You Score In Retirement

    The newest edition of Wealth Over Taxes  kicks off with tips to help you improve your position on the financial football field, whether you are in the financial red zone or starting your journey, these strategies will help you get into the retirement endzone with your nest egg intact.

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

    See omnystudio.com/listener for privacy information.

    54 min

About Wealth Over Taxes

From the publisher's feed

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

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