The Rollover Crossroads

The Rollover Crossroads

In this episode, Kevin Sullivan from Infinite Wealth Advisors discuss essential retirement planning topics, including rollover strategies, fee analysis, tax considerations, and planning for solo aging. Learn how to optimize your financial future with expert insights and practical advice.   Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Longevity Blind Spot

In this episode, Kevin Sullivan and Gary Nolan discuss critical retirement planning topics including longevity, pension options, inherited IRAs, and the importance of comprehensive financial planning to ensure a secure and stress-free retirement.   Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ [https://www.infinitewealthadvisors.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Executive Benefit Exit

In this episode, Kevin Sullivan discusses complex retirement planning topics including executive benefits, stock options, diversification, charitable giving, and tax strategies. Learn how to navigate these areas to optimize your retirement and wealth management. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ [https://www.infinitewealthadvisors.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Forced Retirement Test

This episode covers the evolving landscape of retirement planning, emphasizing early retirement, the importance of comprehensive planning, managing risks, and preparing for unexpected events like caregiving and survivor scenarios. Hosted by Gary Nolan with experts Kevin Sullivan and Robin Whitlock, it offers practical advice for securing a stable and enjoyable retirement.   Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ [https://www.infinitewealthadvisors.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Annuities Are Back

Kevin Sullivan and Robin Whitlock discuss the role of annuities in retirement planning, covering types, benefits, risks, and tax implications. Learn how to incorporate annuities effectively into your retirement strategy for income, risk mitigation, and legacy goals.   Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.