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April 25, 2025 53 mins

In this episode of Wealth Over Taxes, hosts Kevin Sullivan and Robin Whitlock discuss the implications of tariffs and trade wars on retirement planning. They emphasize the importance of having a solid financial plan, reassessing risk tolerance, and navigating market volatility. The conversation also covers strategies like dollar cost averaging and the significance of personalized retirement planning to ensure a secure financial future. In this episode, Kevin Sullivan and Gary Nolan discuss various aspects of retirement planning, using retail stores as metaphors for different investment strategies. They explore the benefits of index funds and ETFs, the stability of bonds, the role of robo-advisors, and the importance of personalized financial planning. The conversation also addresses common questions about Roth IRAs and healthcare costs in retirement, emphasizing the need for a comprehensive financial strategy.

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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