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.
Sep 4
53 min
In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.
Aug 28
53 min
In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common pitfalls. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.
Aug 21
53 min
In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan 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.
Aug 14
53 min
In this episode, Kevin and Robin discuss crucial retirement planning strategies, including tax-efficient withdrawals, inherited IRAs, and the importance of proactive planning to minimize taxes and maximize wealth transfer. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.
Aug 7
53 min
In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.
Jul 31
53 min
In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of annual reviews for Medicare and retirement planning, including how to navigate plan changes, the impact of moving, and strategies for maximizing benefits and minimizing risks. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.
Jul 24
53 min
In this episode, Kevin Sullivan and Robin Whitlock discuss recent changes in retirement planning, including Roth catch-up rules, target date funds, and strategies for managing taxes and risk as you approach retirement. They also answer listener questions about maximizing retirement contributions and planning 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.
Jul 17
53 min
In this episode, Kevin Sullivan from Infinite Wealth Advisors discuss essential retirement planning topics, including rollover strategies, fee analysis, tax considerations, and planning for solo aging. Learn how to optimize your financial future with expert insights and practical advice. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.
Jul 10
52 min
In this episode, Kevin Sullivan and Gary Nolan discuss critical retirement planning topics including longevity, pension options, inherited IRAs, and the importance of comprehensive financial planning to ensure a secure and stress-free retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.
Jul 3
53 min
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