In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the impact of market volatility on retirement planning, emphasizing the importance of having a solid action plan to mitigate risks. They share personal experiences and client stories to illustrate the necessity of preparing for unexpected events, such as long-term care needs. The conversation also highlights the significance of understanding financial risks and making informed decisions to ensure a secure retirement. In this conversation, Gary Nolan and Kevin Sullivan explore the ABCDE's of melanoma and their financial planning equivalents, emphasizing the importance of understanding financial risks, lifestyle spending, and the need for regular financial check-ups. They also address listener questions regarding estate planning, long-term care, and tax strategies, providing insights into how to navigate these critical areas for a secure financial future.

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 current economic climate and its implications for retirees. They emphasize the importance of having a comprehensive retirement plan that goes beyond just managing investments. The conversation highlights the need for holistic planning that integrates financial, health, and lifestyle goals. They also address strategies for navigating market volatility and the importance of having a proactive approach to tax planning and risk management. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss various aspects of retirement planning, focusing on the implications of inflation, bear markets, and strategic investment opportunities. They explore tax loss harvesting, the role of annuities, and the importance of Roth conversions in a down market. The conversation also addresses the impact of rising tariffs on retirement plans, strategies for claiming Social Security, and the necessity of planning for healthcare costs and long-term care insurance. The hosts emphasize the importance of having a comprehensive financial plan to navigate these challenges effectively.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this conversation, Kevin Sullivan and Robin Whitlock discuss the challenges retirees face in a volatile economic climate, emphasizing the importance of having a solid retirement plan. They cover various topics including the need for stress testing existing plans, understanding withdrawal rates, the rising costs of long-term care, and the evolving perception of annuities. The discussion highlights the significance of knowledge in financial planning and addresses common fears retirees have about outliving their savings. Overall, the conversation provides practical advice for navigating retirement successfully. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss the importance of starting your financial journey early, using metaphors from Star Wars to illustrate key financial concepts. They emphasize the need for a solid financial plan, the significance of diversification, and the necessity of having a backup plan. The hosts also address listener questions regarding retirement budgeting, market volatility, and the impact of tariffs on expenses, providing practical advice for navigating these challenges.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.