Wealth Over Taxes

On today’s show Kevin and Robin discus

Some of the more common questions about retirement planning start with what, when and how–and in an effort to bring some clarity to the transition into retirement, we have a few pointers that you can incorporate into your plan a decade before the big day. Also the troubling number of retirees being forced to return to the workforce.

 

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

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On today’s show Kevin and Robin discus

A new poll conducted by Quinnipiac University has highlighted the top financial concerns facing Americans today.  Also, a study by Capital One has revealed that the topic of retirement planning is emotionally- charged and overwhelming for many. That does not need to be the case. Especially when you’re working with someone who’s in the business of offering solutions rather than selling a product.

 

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

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On today’s show Kevin and Robin discuss the best way to benefit  from charitable deductions and how to deal with the banking crisis 

 

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

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On a new episode of Wealth Over Taxes  with Kevin and Robin the advisor takes the hot seat for a Family Feud inspired challenge titled Financial Feud using the results of the 2023 EBRI Retirement Confidence Survey.and explores the importance of living comfortably and worry-free in retirement while offering tips that you can apply to your plan today.

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

See omnystudio.com/listener for privacy information.

On the latest episode of Wealth Over Taxes with Kevin and Robin  they explain the true key to enjoying a successful financial security in retirement and offers strategies for helping to provide lifetime income in retirement & explores behavioral finance as emotions play a significant role in determining your financial future. 

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

See omnystudio.com/listener for privacy information.

On today’s show Kevin and Robin

Have a question for you, Remember the game “Two Truths and a Lie”? Well we have created our own version of it called Two Retirement Truths and a Lie. We’ll find out how much you know or don’t know about planning for retirement. In addition, we’ll explore a number of retirement related questions that begin with the word, WHEN.

 

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

 

 

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On today’s show Kevin and Robin  covers some of the most iconic examples of financial planning do's and don'ts from Hollywood and separates fact from fiction in another edition of Financial Planning Mythbusters and explains why it is so imperative to have a plan for your retirement

 

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

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On today’s show Kevin and Robin discuss

There are millions of searches online associated with financial planning. We decided to take matters into our own hands and create a list of the top questions being searched online regarding financial advisors. We consulted Google and Duck Duck Go.Also, accumulation versus decumulation. Saving versus spending.

 

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 Kevin and Robin discuss the single biggest question folks have about retirement planning and how to decide when you're truly ready for retirement and breaks down the impact of the perfect economic storm on the horizon 

 

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 Kevin and Robin   discusses 

Silicon Valley banking failure that sent many depositors into a tailspin, as folks began panicking and withdrawing their money to protect their portfolios. This created a bank run–in conjunction with lack of diversification, and the bank had to sell more assets at further losses, creating even more issues internally.  Also, the biggest retirement regrets

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

See omnystudio.com/listener for privacy information.