Wealth Over Taxes

著者: Kevin Sullivan and Robin Whitlock
  • サマリー

  • 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/

    2025 Broadcasting Experts
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あらすじ・解説

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/

2025 Broadcasting Experts
エピソード
  • Tariffs!
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    In this episode, Kevin Sullivan and Gary Nolan discuss the complexities of tariffs and trade tensions, explaining how they affect consumers and the economy. They delve into the mechanics of tariffs, their purpose as negotiation tools, and the long-term implications for the U.S. economy. The conversation also highlights the importance of consumer confidence and the need for individuals to reassess their financial plans in light of these economic changes. In this episode, Kevin Sullivan discusses the importance of having a comprehensive retirement plan, addressing key risks such as longevity, inflation, and unexpected expenses. He emphasizes the need for proactive tax planning and investment strategies tailored to individual needs. The conversation also includes listener questions about annuities and investment options, highlighting the complexities of retirement planning and the value of professional guidance.

    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 分
  • State of the Financial Union
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    This conversation delves into the current landscape of retirement planning, focusing on inflation, Social Security reform, generational differences in retirement strategies, healthcare costs, and the importance of estate planning. The hosts emphasize the need for proactive financial planning to navigate these challenges effectively. In this conversation, Gary Nolan and Kevin Sullivan delve into various aspects of estate planning, focusing on trusts, charitable giving, and tax implications for high net worth retirees. They discuss the differences between revocable and irrevocable trusts, the benefits of charitable remainder trusts, and the importance of understanding estate tax thresholds. The conversation also covers family foundations, comprehensive planning, refinancing mortgages, Roth conversions, and single premium immediate annuities, providing valuable insights for retirees looking to secure their financial future.

    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 分
  • Making Your Money Last
    2025/03/14

    In this episode, Kevin Sullivan discusses the unique challenges and opportunities for those retiring in 2025. He emphasizes the importance of having a solid retirement plan, especially for those in their 50s and 60s. The conversation covers strategies for managing risk, maximizing social security benefits, and the significance of smart debt management and estate planning. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial stability and freedom. In this episode of Wealth Over Taxes, Gary Nolan and Kevin Sullivan discuss the importance of building a solid foundation for retirement planning, focusing on tax strategies, investment management, and risk management. They emphasize the need for prospective tax planning and the significance of having a comprehensive financial plan. The conversation also includes a Q&A segment addressing listener concerns about retirement strategies, Roth conversions, and asset protection.

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

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    53 分

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