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Wealth Over Taxes

Wealth Over Taxes

Auteur(s): Kevin Sullivan and Robin Whitlock
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In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations it faces. They delve into various strategies for maximizing retirement contributions, managing debt, and planning for healthcare and long-term care. The discussion also covers the importance of estate planning and social security maximization. Through case studies, they highlight common pitfalls in retirement planning, such as overconfidence in single stock investments and the consequences of inadequate savings. The hosts emphasize the need for professional financial advice and the value of building relationships with advisors, while also touching on the importance of lifelong learning in financial planning. The discussion emphasizes the need for personalized financial planning and the importance of taking action to secure a stable retirement.

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

2025 Broadcasting Experts Économie
Épisodes
  • Plan "B" Working Longer

    Plan "B" Working Longer
    Sep 19 2025

    In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Widlock discuss the importance of early retirement planning, the challenges retirees face, and the significant wealth transfer expected from baby boomers. They emphasize the need for strategic planning to manage taxes, especially with required minimum distributions (RMDs) and the implications of the Secure Act on inheritance. The hosts also address listener questions about blended families, long-term care insurance, and Social Security strategies, highlighting the importance of personalized financial advice.

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

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    53 min
  • Gray Divorce?

    Gray Divorce?
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    In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss various aspects of retirement planning, focusing on the emotional and financial challenges faced by retirees. They delve into the rising trend of gray divorce, the importance of emotional identity in financial planning, and the legal nuances of property division. The conversation also covers the critical mistakes to avoid regarding Required Minimum Distributions (RMDs) and introduces the concept of the funded ratio as a new metric for assessing retirement readiness. Listener questions highlight real concerns about Roth conversions, emotional well-being post-retirement, and long-term care planning, emphasizing the need for comprehensive planning and proactive strategies.

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

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    53 min
  • Next Up :Gen X

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    Sep 5 2025

    In this episode, Kevin Sullivan and Robin Whitlock discuss the unique challenges faced by Generation X as they approach retirement. They explore the importance of having a clear income strategy, effective tax management, and healthcare planning. The hosts debunk common retirement myths and provide insights on navigating retirement timing for couples. They also address listener questions, offering expert advice on various retirement planning topics.

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

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    53 min
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