Wealth Over Taxes

Kevin Sullivan and Robin Whitlock
  • ٤٫٥ (٨)
  • الأعمال
  • يتم التحديث أسبوعيًا
Wealth Over Taxes

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/

  1. قبل ٥ أيام

    Saving For Retirement

    In this conversation, Kevin Sullivan and Gary Nolan discuss essential strategies for retirement savings, emphasizing the importance of employer matches, maximizing contributions, and the necessity of having an emergency fund. They also creatively relate various Thanksgiving desserts to financial planning concepts, illustrating how foundational elements, balance, and diversification are crucial for a successful retirement plan. In this episode, Kevin Sullivan and Robin Whitlock discuss the critical aspects of financial planning for retirement, emphasizing the importance of having a structured plan, understanding risk profiles, and managing behavioral challenges associated with transitioning from earning a paycheck to relying on retirement savings. They also address common listener questions regarding Social Security benefits and the importance of diversification in investment strategies. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

    ٥٣ من الدقائق

  2. ٦ جمادى الأولى

    Better Retirement Times

    In this conversation, Kevin Sullivan and Robin Whitlock discuss various strategies for enhancing retirement savings, emphasizing the importance of financial literacy, the use of technology in investing, and the benefits of tax-advantaged accounts. They also explore the gig economy as a means to supplement retirement income and draw parallels between superheroes and effective financial strategies, highlighting the need for foresight and diversification in retirement planning. In this episode, the hosts discuss various aspects of retirement planning, emphasizing the importance of diversification, the responsibilities of financial advisors, and the often misunderstood role of annuities. They explore tax-deferred growth and how it compares to other investment vehicles, as well as the significance of personalized portfolio assessments. The conversation also touches on the potential benefits of index annuities in a retirement portfolio, highlighting the need for tailored financial strategies. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

    ٥٢ من الدقائق

  3. ٢٩ ربيع الآخر

    The Role of AI in Retirement Planning

    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 See omnystudio.com/listener for privacy information.

    ٥٣ من الدقائق

  4. ٢٢ ربيع الآخر

    Scary Movies-Retirement Decisions

    In this episode, the hosts explore the intersection of scary movies and financial planning, using classic horror films as metaphors for common financial mistakes. They discuss the importance of emotional control in investing, effective communication with financial advisors, and the dangers of ignoring warning signs in retirement planning. The conversation also highlights the significance of personalized financial strategies and the red flags to watch for when selecting a financial advisor. In this episode, Kevin Sullivan and Robin Whitlock  discuss the importance of choosing the right financial advisor and the potential pitfalls of bad financial advice. They emphasize the need for clear communication between advisors and clients, particularly in retirement planning. The conversation also covers the significance of managing risks in retirement, understanding social security implications, and the necessity of having a comprehensive financial plan. Listener questions provide real-world scenarios that highlight the importance of tailored financial strategies. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/  See omnystudio.com/listener for privacy information.

    ٥٣ من الدقائق

  5. ١٥ ربيع الآخر

    Six Green Flags of the Perfect Financial Partner

    In this conversation, the hosts explore the concept of soulmates in the context of financial partnerships, discussing the traits that make an ideal financial partner. They delve into the importance of future orientation, conflict resolution skills, emotional intelligence, and effective communication in financial advising. The discussion also covers common mistakes related to IRAs, including timely rollovers, understanding traditional vs. Roth IRAs, and avoiding prohibited transactions. The hosts emphasize the need for a positive attitude and strategic planning in achieving financial goals. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss essential aspects of retirement planning, focusing on common financial mistakes retirees make, the impact of inflation, and the importance of having a comprehensive financial plan. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/   See omnystudio.com/listener for privacy information.

    ٥٣ من الدقائق

  6. ٨ ربيع الآخر

    The Fed Cuts Interest Rates

    In this conversation, Robin Whitlock and Gary Nolan discuss the implications of the Federal Reserve's decision to lower interest rates on various aspects of retirement planning. They explore how this affects bonds, stock market volatility, savings accounts, real estate, and pension funds. The discussion also delves into common retirement myths, the importance of flexibility in withdrawal rates, and strategies for maximizing Social Security benefits. Throughout the conversation, they emphasize the need for regular portfolio evaluations and personalized financial planning to navigate the changing economic landscape. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/   See omnystudio.com/listener for privacy information.

    ٥٣ من الدقائق

  7. ١ ربيع الآخر

    Financial Deep Cleaning

    In this episode of 'Wealth Over Taxes', hosts Kevin Sullivan and Robin Whitlock discuss the importance of maintaining a clean financial house as part of retirement planning. They draw parallels between household chores and financial management, emphasizing the need for decluttering, fine-tuning plans, and managing risks. The conversation also highlights the significance of investing in health and creating a comprehensive game plan for retirement. Listeners are encouraged to seek professional advice and take proactive steps in their financial journey, with real-life scenarios addressed in the Q&A segment. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/   See omnystudio.com/listener for privacy information.

    ٥٣ من الدقائق

  8. ٢٤ ربيع الأول

    FINANCIAL GHOSTBUSTERS

    In this episode, the hosts discuss various financial risks and challenges that can impact retirement planning, using Halloween-themed metaphors to illustrate their points. They cover topics such as the importance of having a solid retirement plan, the dangers of high fees and poor financial advice, the impact of healthcare costs, and the need to reconsider one's lifestyle and risk profile as retirement approaches. The conversation also includes listener questions, providing practical advice on managing retirement assets and making informed financial decisions. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/     See omnystudio.com/listener for privacy information.

    ٥٣ من الدقائق
مشاهدة الكل (١٠٠)

التقييمات والمراجعات

٤٫٥
من ٥
‫٨ من التقييمات‬

حول

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/

المعلومات

  • صناع العمل
    Kevin Sullivan and Robin Whitlock
  • سنوات النشاط
    ١٤٤٤ هـ - ١٤٤٦ هـ
  • الحلقات
    ١٠٠
  • التقييم
    ملائم
  • حقوق النشر
    © 2024 Broadcasting Experts
  • موقع البرنامج على الويب
    Wealth Over Taxes

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