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.

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.

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.

Kevin Sullivan and Dave Perkins discuss planning ahead for required minimum distributions rather than waiting for the first required withdrawal. They connect those decisions to Social Security claiming and the tax questions surrounding retirement accounts.

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.

Kevin and Robin from Infinite Wealth Advisors discuss essential retirement planning strategies, including managing risk, tax considerations, beneficiary updates, and psychological aspects of retirement. Learn how to create a seamless, personalized plan to enjoy a confident retirement.

800-757-6062

or text IWA to 600-700

Wealth Over Taxes

See omnystudio.com/listener for privacy information.

Retirement timing is a major theme of this week's podcast. Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year. The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

See omnystudio.com/listener for privacy information.

Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution. They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving. They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure 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.