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.

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.

In this conversation, Kevin Sullivan and Robin Whitlock discuss various aspects of retirement planning, focusing on the importance of charitable giving, tax efficiency, and income strategies. They explore the joy of giving back, strategies for charitable contributions, and the implications of the 4% rule in today's financial landscape. The hosts emphasize the need for personalized income plans and address listener questions regarding annuities, long-term care, and balancing charitable giving with family legacy goals.

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

See omnystudio.com/listener for privacy information.

In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the multifaceted aspects of retirement planning, including the emotional and financial transitions into retirement, the importance of understanding risk tolerance, advanced tax strategies like Roth conversions, and the implications of starting a business in retirement. They also address listener questions about optimizing withdrawal strategies and charitable distributions, emphasizing the need for a comprehensive financial plan.

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

See omnystudio.com/listener for privacy information.

In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss essential strategies for retirees to manage their tax burdens and make informed financial decisions. They emphasize the importance of having a comprehensive income plan, understanding the implications of Roth conversions, and preparing for market corrections. The conversation also highlights the unique challenges faced by baby boomers as they transition into retirement, including the need for thoughtful planning and proactive management of assets. Listeners are encouraged to seek professional guidance to navigate these complexities effectively.

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

See omnystudio.com/listener for privacy information.

In this episode, Robin Whitlock and Gary Nolan discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional strategies. They explore common myths, such as the mortgage payoff myth, and the sustainability of fixed income in retirement. The conversation also covers the downsizing dilemma, the dangers of raiding retirement savings, and the critical importance of estate planning. Listeners are encouraged to maximize their retirement savings through strategies like 401k contributions and employer matches, while also considering the benefits of qualified charitable distributions. The episode concludes with a Q&A segment addressing listener concerns about property taxes and estate planning.

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

See omnystudio.com/listener for privacy information.

In this conversation, Kevin Sullivan and Gary Nolan discuss the evolving landscape of retirement planning, emphasizing the importance of mental engagement and personalized financial advice. They explore the role of AI tools like ChatGPT in assisting retirees, the significance of budgeting, and the impact of biological aging on financial decisions. The discussion also addresses the challenges of retirement in America, including the potential for Social Security means testing and the necessity of comprehensive estate planning. Through various examples, they highlight common pitfalls in retirement planning and the importance of proactive strategies to ensure financial security.

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

See omnystudio.com/listener for privacy information.

In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the evolving landscape of retirement planning for high net worth individuals. They emphasize the need for customized strategies in light of changing tax laws, rising healthcare costs, and the importance of proactive planning for business owners. The conversation also covers the implications of Secure 2.0, the role of private equity in retirement accounts, and the necessity of budgeting and long-term care planning. Listener questions provide further insights into common concerns regarding retirement strategies and financial preparedness.

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

See omnystudio.com/listener for privacy information.