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/

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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/

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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/

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In this episode, Kevin Sullivan and Robin Whitlock discuss the current economic climate and its implications for retirees. They emphasize the importance of having a comprehensive retirement plan that goes beyond just managing investments. The conversation highlights the need for holistic planning that integrates financial, health, and lifestyle goals. They also address strategies for navigating market volatility and the importance of having a proactive approach to tax planning and risk management. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss various aspects of retirement planning, focusing on the implications of inflation, bear markets, and strategic investment opportunities. They explore tax loss harvesting, the role of annuities, and the importance of Roth conversions in a down market. The conversation also addresses the impact of rising tariffs on retirement plans, strategies for claiming Social Security, and the necessity of planning for healthcare costs and long-term care insurance. The hosts emphasize the importance of having a comprehensive financial plan to navigate these challenges effectively.

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

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In this conversation, Kevin Sullivan and Robin Whitlock discuss the challenges retirees face in a volatile economic climate, emphasizing the importance of having a solid retirement plan. They cover various topics including the need for stress testing existing plans, understanding withdrawal rates, the rising costs of long-term care, and the evolving perception of annuities. The discussion highlights the significance of knowledge in financial planning and addresses common fears retirees have about outliving their savings. Overall, the conversation provides practical advice for navigating retirement successfully. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss the importance of starting your financial journey early, using metaphors from Star Wars to illustrate key financial concepts. They emphasize the need for a solid financial plan, the significance of diversification, and the necessity of having a backup plan. The hosts also address listener questions regarding retirement budgeting, market volatility, and the impact of tariffs on expenses, providing practical advice for navigating these challenges.

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, Kevin Sullivan and Robin Whitlock discuss the pressing financial concerns facing pre-retirees, particularly in light of current market volatility and geopolitical tensions. They emphasize the importance of having a solid retirement plan, understanding the risks associated with market fluctuations, and the necessity of seeking competent financial advice. The conversation covers various strategies for retirement preparedness, including income planning, investment diversification, and maximizing contributions to retirement accounts. The hosts also highlight the significance of education in making informed financial decisions and the need for trust in financial advisors. In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss critical aspects of financial advising, focusing on identifying red flags, the importance of transparency, and the necessity of having a solid financial plan. They emphasize the need for spousal involvement in financial decisions, navigating market volatility, and the complexities of special needs trusts. The conversation also touches on the considerations of mortgage debt versus renting costs, providing listeners with valuable insights into effective retirement planning.

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

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In this episode of Wealth Over Taxes, hosts Kevin Sullivan and Robin Whitlock discuss the implications of tariffs and trade wars on retirement planning. They emphasize the importance of having a solid financial plan, reassessing risk tolerance, and navigating market volatility. The conversation also covers strategies like dollar cost averaging and the significance of personalized retirement planning to ensure a secure financial future. In this episode, Kevin Sullivan and Gary Nolan discuss various aspects of retirement planning, using retail stores as metaphors for different investment strategies. They explore the benefits of index funds and ETFs, the stability of bonds, the role of robo-advisors, and the importance of personalized financial planning. The conversation also addresses common questions about Roth IRAs and healthcare costs in retirement, emphasizing the need for a comprehensive financial strategy.

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, Kevin Sullivan and Gary Nolan discuss the implications of tariffs on retirement planning, emphasizing the importance of having a solid financial plan. They explore market volatility, behavioral management, and the potential for recession, urging listeners to remain calm and seek professional advice. The discussion highlights the need for strategic withdrawal plans and awareness of global markets, reinforcing that a comprehensive plan is essential for financial security in retirement. In this episode, Kevin Sullivan and Gary Nolan discuss essential financial concepts related to retirement planning, emphasizing the importance of simplifying complex topics like compound interest and the necessity of having a comprehensive financial plan. They explore strategies for creating a sustainable retirement income, the role of social security, and tax planning considerations. The conversation also addresses specific scenarios such as inherited annuities and the pros and cons of different investment options, including bonds and trading platforms. Throughout, they stress the importance of personalized financial advice and 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.