『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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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 経済学
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  • Gray Divorce?

    Gray Divorce?
    2025/09/12

    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.
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    53 分
  • Next Up :Gen X

    Next Up :Gen X
    2025/09/05

    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.
    続きを読む 一部表示
    53 分
  • Too Much Money!

    Too Much Money!
    2025/08/28

    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.
    続きを読む 一部表示
    53 分
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