In this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of long-term care events and their impact on retirement income strategies. They emphasize the importance of proactive planning, including the use of Roth conversions and understanding tax implications. The hosts outline the characteristics of a AAA retirement plan, which includes diversified income sources and comprehensive healthcare planning, while also identifying the pitfalls of a less than stellar retirement plan. Regular reviews and updates to financial plans are highlighted as essential for maintaining 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.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com