『Wealth Over Taxes』のカバーアート

Wealth Over Taxes

Wealth Over Taxes

著者： Kevin Sullivan and Robin Whitlock
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概要

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 757-6062

2026 Broadcasting Experts 経済学
エピソード
  • The Retirement Red Zone: Taxes, Timing and Your Home

    The Retirement Red Zone: Taxes, Timing and Your Home
    2026/11/07

    The years before retirement offer a chance to look closely at how the pieces fit. Robin Whitlock joins Dave Perkins to discuss tax planning and the difference between owning a valuable home and having the flexibility to fund retirement.

    Call 800-757-6062 or text IWA to 600-700 for a no-cost second-opinion review. Wealth Over Taxes.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    1 時間
  • Exiting the 401(k)

    Exiting the 401(k)
    2026/10/18

    Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.

    800-757-6062

    or text IWA to 600-700

    Infinite Wealth Advisors

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    54 分
  • Retirement Scams: When a Fake Bank Warning Becomes a Real Loss

    Retirement Scams: When a Fake Bank Warning Becomes a Real Loss
    2026/10/24

    A convincing security warning can pressure someone into moving their own money to a scammer. Kevin Sullivan, Robin Whitlock and Dave Perkins discuss why these schemes can fool experienced investors, then consider how downsizing decisions and a trusted advisory relationship fit into retirement planning. Call Infinite Wealth Advisors at 800-757-6062 or text IWA to 600-700 to begin a conversation.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    1 時間
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