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In this episode, Gary Nolan, Robin Whitlock, and Kevin Sullivan discuss the multifaceted aspects of retirement planning, emphasizing the importance of emotional readiness, financial organization, and the need for a comprehensive plan. They explore how to prepare for the transition from working life to retirement, the significance of aligning goals with a partner, and the impact of legacy planning. The conversation also highlights the necessity of planning for travel and leisure in retirement while maintaining financial security.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
By Kevin Sullivan and Robin Whitlock4.5
88 ratings
In this episode, Gary Nolan, Robin Whitlock, and Kevin Sullivan discuss the multifaceted aspects of retirement planning, emphasizing the importance of emotional readiness, financial organization, and the need for a comprehensive plan. They explore how to prepare for the transition from working life to retirement, the significance of aligning goals with a partner, and the impact of legacy planning. The conversation also highlights the necessity of planning for travel and leisure in retirement while maintaining financial security.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.

39,209 Listeners