The conversation covers the retirement crisis, the future of Social Security, and the concerns and challenges faced by Americans in planning for retirement. The hosts discuss the importance of having a backup plan and being proactive in preparing for retirement. They also address the disconnect between financial advisors and the everyday experiences of average people. The conversation highlights the need for personalized retirement planning and the potential impact of inflation and cuts to Social Security benefits. The hosts offer a comprehensive plan and analysis to help individuals navigate these challenges. They also discuss the emotional and behavioral aspects of retirement, such as determining the ideal retirement age and adjusting to the mindset of not working. The hosts stress the importance of having a comprehensive plan that covers expenses, taxes, Social Security benefits, and investment management. They also address concerns about estate planning and the division of assets

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

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The conversation covers various topics related to retirement planning. The hosts address common questions and concerns, such as the impact of inflation on retirement income, the adequacy of pre-retirement income, the importance of budgeting, the cost of healthcare in retirement, longevity risk, and the optimal time to claim Social Security benefits. They also mention the availability of a personalized retirement plan and the option to ask questions through their website. In this conversation, Kevin Sullivan and Gary Nolan discuss long-term care options for retirees. They emphasize the importance of considering one's risk tolerance, income plan, and individual needs when choosing a long-term care option. Overall, the discussion provides valuable insights for retirees and pre-retirees looking to plan for their long-term care needs.

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

See omnystudio.com/listener for privacy information.

The conversation discusses retirement planning changes, including revised rules for rainy day savings, adjusted 401k limits for older workers, and Roth 401k. The hosts emphasize the importance of checking employer contributions and having emergency funds. They also address the impact of student loan debt on retirement planning. The conversation then transitions to timeless tips, such as delaying Social Security and choosing the right place to retire. The hosts highlight the need to account for inflation and healthcare costs in retirement planning. The segment concludes with a preview of the next segment on important retirement planning questions and answers. In this conversation, Kevin and Robin discuss important factors to consider when planning for retirement. They also address specific questions from listeners regarding asset allocation, program fees, and transferring income from qualified annuities.

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

See omnystudio.com/listener for privacy information.