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Wealth Over Taxes

Wealth Over Taxes

Von: 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 Ökonomie
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  • Retirement Tips for Business Owners

    Retirement Tips for Business Owners
    Jul 25 2025

    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.
    Mehr anzeigen Weniger anzeigen
    53 Min.
  • Safeguarding Your Wealth

    Safeguarding Your Wealth
    Jul 18 2025

    In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss various strategies for preserving wealth and preparing for retirement. They emphasize the importance of investment options that prioritize security, the benefits of employer-sponsored retirement plans, and the impact of personal relationships on financial decisions. The hosts also address common listener questions regarding retirement readiness, healthcare considerations, and the significance of having a personalized financial plan.

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

    See omnystudio.com/listener for privacy information.
    Mehr anzeigen Weniger anzeigen
    53 Min.
  • Are You Ready?

    Are You Ready?
    Jul 11 2025

    Retirement planning isn't just about numbers; it's about envisioning a future where you can live comfortably and pursue your passions. A recent article from Yahoo Finance outlines six signs that you're ready to enjoy a middle-class retirement. Let's delve into these indicators and see how they align with your retirement goals.

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

    See omnystudio.com/listener for privacy information.
    Mehr anzeigen Weniger anzeigen
    53 Min.
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