Wealth Over Taxes
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
Episodes
A convincing security warning can pressure someone into moving their own money to a scammer. Kevin Sullivan, Robin Whitlock and Dave Perkins discuss why these schemes can fool experienced investors, then consider how downsizing decisions and a trusted advisory relationship fit into retirement planning. Call Infinite Wealth Advisors at 800-757-6062 or text IWA to 600-700 to begin a conversation.
See omnystudio.com/listener for privac...
Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.
800-757-6062
or text IWA to 600-700
See omnystudio.com/listener for privacy information.
Kevin and Robin from Infinite Wealth Advisors discuss essential retirement planning strategies, including managing risk, tax considerations, beneficiary updates, and psychological aspects of retirement. Learn how to create a seamless, personalized plan to enjoy a confident retirement.
800-757-6062
or text IWA to 600-700
See omnystudio.com/listener for privacy information.
Retirement timing is a major theme of this week's podcast. Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year. The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.
800-757-6062
or text IWA to 600-700
Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution. They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving. They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.
800-757-6062
or text IWA to 600-700
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.infinite...
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 h...
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...
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.
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.
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.
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.
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 om...
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.
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.
In this episode, Kevin Sullivan discusses complex retirement planning topics including executive benefits, stock options, diversification, charitable giving, and tax strategies. Learn how to navigate these areas to optimize your retirement and wealth management.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
This episode covers the evolving landscape of retirement planning, emphasizing early retirement, the importance of comprehensive planning, managing risks, and preparing for unexpected events like caregiving and survivor scenarios. Hosted by Gary Nolan with experts Kevin Sullivan and Robin Whitlock, it offers practical advice for securing a stable and enjoyable retirement.
Reach out to Kevin and Robin at 800-757-6062 or https://www...
Kevin Sullivan and Robin Whitlock discuss the role of annuities in retirement planning, covering types, benefits, risks, and tax implications. Learn how to incorporate annuities effectively into your retirement strategy for income, risk mitigation, and legacy goals.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
Kevin Sullivan and Robin Whitlock discuss essential retirement planning topics including income strategies, Social Security optimization, tax implications, and estate planning. Learn how to navigate inflation, RMDs, and estate documents to secure your financial future.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss essential retirement planning strategies, including Social Security, tax planning, Roth conversions, and risk management, to help listeners navigate the complexities of retirement with confidence.
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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