In this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of long-term care events and their impact on retirement income strategies. They emphasize the importance of proactive planning, including the use of Roth conversions and understanding tax implications. The hosts outline the characteristics of a AAA retirement plan, which includes diversified income sources and comprehensive healthcare planning, while also identifying the pitfalls of a less than stellar retirement plan. Regular reviews and updates to financial plans are highlighted as essential for maintaining financial security in retirement.

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, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss the essential aspects of retirement planning, emphasizing the different phases of retirement, the importance of generating sustainable income, and the need for comprehensive planning. They highlight the significance of wellness, risk mitigation, and tax-efficient strategies to ensure a secure and fulfilling retirement. The discussion also touches on the realities of healthcare costs and the necessity of adapting plans as life circumstances change. In this conversation, Kevin Sullivan and Gary Nolan discuss the critical aspects of retirement planning, emphasizing the importance of tax planning, building a comprehensive retirement strategy, and addressing listener questions. They explore the anatomy of a healthy retirement plan, including the significance of having a purpose and legacy, and provide practical advice for managing investments and income distribution. The discussion highlights the need for proactive planning to navigate financial challenges and 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.

In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the impact of market volatility on retirement planning, emphasizing the importance of having a solid action plan to mitigate risks. They share personal experiences and client stories to illustrate the necessity of preparing for unexpected events, such as long-term care needs. The conversation also highlights the significance of understanding financial risks and making informed decisions to ensure a secure retirement. In this conversation, Gary Nolan and Kevin Sullivan explore the ABCDE's of melanoma and their financial planning equivalents, emphasizing the importance of understanding financial risks, lifestyle spending, and the need for regular financial check-ups. They also address listener questions regarding estate planning, long-term care, and tax strategies, providing insights into how to navigate these critical areas for a secure financial future.

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

See omnystudio.com/listener for privacy information.