This conversation delves into the realities of retirement, focusing on how to navigate unexpected challenges and maintain financial stability. It emphasizes the importance of adapting to life's curveballs and making necessary adjustments to ensure a fulfilling retirement experience.

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

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In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss essential financial strategies for retirees and pre-retirees as the year-end approaches. They cover critical topics such as Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), tax-efficient strategies like Roth conversions, and the importance of creating a sustainable income plan for retirement. The conversation also emphasizes the significance of risk management, especially in the context of market volatility and emotional challenges faced during retirement. Additionally, they provide practical advice for late savers and strategies to manage debt and lifestyle creep. The episode concludes with a Q&A segment addressing real-life retirement scenarios.

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

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In this episode of Wealth Over Taxes, Kevin Sullivan and Gary Nolan discuss the complexities of retirement planning, emphasizing the importance of understanding healthcare costs, inflation, and required minimum distributions. They highlight the need for a comprehensive plan that prioritizes the individual's financial security, especially for those starting late in their retirement journey. The conversation also touches on the emotional aspects of financial decisions, the significance of estate planning, and the impact of market volatility. Listeners are encouraged to seek professional advice and develop a proactive strategy for their retirement.

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

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In this episode, Kevin Sullivan and Robin Whitlock discuss the critical elements of retirement planning, emphasizing the need for a personalized approach that considers lifestyle, longevity, and legacy. They explore the importance of understanding Social Security, healthcare costs, and required minimum distributions (RMDs). The conversation also highlights common retirement mistakes and offers practical solutions for real-world scenarios, including charitable giving and investment strategies to combat inflation.

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

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In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of comprehensive retirement planning, emphasizing the need for a long-term perspective that extends to age 95 or beyond. They cover various aspects of retirement, including income sources, long-term care, healthcare expenses, and the impact of personal challenges such as divorce and cognitive decline. The discussion highlights the necessity of having a well-structured financial plan that addresses real-life scenarios and promotes resilience in retirement.

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

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In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the critical phase of decumulation in retirement planning. They emphasize the importance of having a structured withdrawal strategy, addressing major risks such as sequence of returns, longevity, inflation, and health care costs. The hosts also highlight the need for a customized decumulation plan that aligns with individual lifestyles and values, while answering listener questions about long-term care and inheritance planning.

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

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In this conversation, Robin Whitlock emphasizes the importance of guiding clients towards a secure and independent retirement. He discusses the transformative nature of taking the first step in financial planning and encourages listeners to reach out for assistance. The dialogue highlights the passion for client support and the opportunities available for those seeking a fresh start in their financial journey.

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

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The conversation explores the significant transition individuals face when moving from a long career to retirement. It highlights the challenges of managing time and finding fulfillment after decades of structured work life. The speakers emphasize that the primary struggle for many is not financial but rather how to fill their time meaningfully after leaving the workforce.

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

See omnystudio.com/listener for privacy information.