『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/

2026 Broadcasting Experts 経済学
エピソード
  • Crisis Proof Your Retirement

    Crisis Proof Your Retirement
    2026/01/09

    In this episode, Kevin Sullivan and Gary Nolan discuss how to crisis-proof your retirement plan amidst economic uncertainties. They emphasize the importance of thorough planning, understanding behavioral finance, and preparing for inflation and market volatility. The conversation also covers strategies like Roth conversions, the role of life insurance in retirement planning, and the complexities of estate planning, particularly in family dynamics. Listeners are encouraged to take proactive steps in their financial planning to ensure a secure retirement.

    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
  • Ready, Set, Retire

    Ready, Set, Retire
    2026/01/02

    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.
    続きを読む 一部表示
    53 分
  • Your Retirement Mix-tape

    Your Retirement Mix-tape
    2025/12/26

    In this episode, the hosts explore the themes of retirement planning through the lens of music, discussing how songs can reflect the emotional and practical aspects of transitioning into retirement. They emphasize the importance of mindset shifts, gratitude, time management, and the need for a comprehensive financial plan. The conversation also addresses common pitfalls retirees face, the significance of automating savings, and the emotional challenges of supporting family members. Listener questions provide real-world scenarios that highlight the necessity of strategic planning for a fulfilling retirement.

    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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