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February 28, 2025 52 mins

In this conversation, Robin Whitlock and Gary Nolan discuss the proposal for a national retirement savings program, its potential benefits, and the challenges it may face. They explore the implications of such a program on existing retirement systems, the importance of individual responsibility in retirement planning, and the need for financial education. The discussion also includes a humorous take on classic money sayings, emphasizing the importance of smart financial decisions and investments. In this conversation, Robin Whitlock and Gary Nolan discuss the critical aspects of financial planning for retirement, emphasizing the importance of sound financial advice, healthcare planning, and understanding inflation's impact on purchasing power. They explore strategies for managing healthcare costs, the significance of long-term planning for future retirees, and address listener questions regarding consolidating retirement accounts, pension options, tax-efficient inheritance, and Roth IRA contributions. The discussion highlights the need for personalized financial strategies to ensure a secure and independent retirement.

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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