Wealth Over Taxes

By: Kevin Sullivan and Robin Whitlock
  • Summary

  • Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

    For more information or to get your own questions answered, call (800) 757-6062

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Episodes
  • A FINANCIAL WEATHER WARNING!
    Sep 20 2024

    Listen up, because we are now under A FINANCIAL WEATHER WARNING!EIGHT SEVERE WEATHER EVENTS that forecast a ROUGH RETIREMENT. Plus,we cover the financial wisdom from a few classic movies and how
    each can be translated into a practical financial lesson.

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

    See omnystudio.com/listener for privacy information.

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    53 mins
  • The Four Phases of Retirement
    Sep 13 2024

    prepared, making informed decisions, and sustaining wealth. The hosts emphasize the need for a comprehensive retirement plan that includes flexibility to accommodate unexpected changes. They also highlight the role of education and knowledge transfer in making accurate decisions. The conversation touches on the challenges of transitioning from a working life to retirement and the importance of staying socially connected. The hosts offer a no-cost, no-obligation consultation to help listeners create a customized retirement plan. In this conversation, Kevin Sullivan and Robin Whitlock discuss various topics related to personal finance and retirement planning. They cover the importance of financial literacy in high schools, the concept of compound interest, the benefits of consistent savings, and the role of taxes in retirement planning. They also address specific questions from listeners, including whether to leave a 401k with a previous employer or roll it over into an IRA, and how to teach children about money and investing. Overall, the conversation provides valuable insights and advice for individuals looking to improve their financial well-being.

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

    See omnystudio.com/listener for privacy information.

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    53 mins
  • Retire Like a Champion
    Sep 6 2024

    In this conversation, Kevin Sullivan and Robin Whitlock discuss retirement planning and the psychological shift from working to retirement. They use a football analogy to explain different aspects of retirement planning, such as saving early (the kickoff), making adjustments along the way (halftime adjustments), and fine-tuning your plan as retirement approaches (the two-minute drill). They also address common concerns, such as the fear of not having a steady paycheck and the fear of spending too much in retirement. The hosts emphasize the importance of having a comprehensive plan and managing behavioral impulses. In this conversation, Kevin and Robin discuss the importance of having a comprehensive retirement plan and offer advice on various retirement topics. They emphasize the need for a plan that addresses individual goals, risk management, and long-term care. They also discuss the impact of inflation on retirement savings and the importance of being adaptable. The conversation concludes with a Q&A session where they address specific listener questions and encourage listeners to schedule a consultation to create a personalized retirement plan.

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

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    53 mins

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