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.
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