Wealth Over Taxes

Podcast de Kevin Sullivan and Robin Whitlock

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In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations it faces. They delve into various strategies for maximizing retirement contributions, managing debt, and planning for healthcare and long-term care. The discussion also covers the importance of estate planning and social security maximization. Through case studies, they highlight common pitfalls in retirement planning, such as overconfidence in single stock investments and the consequences of inadequate savings. The hosts emphasize the need for professional financial advice and the value of building relationships with advisors, while also touching on the importance of lifelong learning in financial planning. The discussion emphasizes the need for personalized financial planning and the importance of taking action to secure a stable retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

Todos los episodios

100 episodios

The Presure to Look Wealthy

This episode explores the impact of social media on perceptions of wealth and success, the FIRE movement, early retirement, and how to navigate financial advice online. Kevin Sullivan and Robin Whitlock share insights on building lasting wealth, avoiding common pitfalls, and planning for a secure 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.

22 de may de 2026 - 53 min

Having a Plan

In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss how retirees can navigate market volatility, the importance of a comprehensive retirement plan, and strategies to avoid emotional decision-making. They emphasize the value of structured planning, behavioral finance awareness, and proactive risk management to ensure a secure 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.

15 de may de 2026 - 53 min

Will My Money Last

Kevin Sullivan and Robin Whitlock discuss the critical aspects of retirement planning, including income strategies, tax efficiency, risk management, and the importance of a comprehensive plan to ensure a secure and adaptable retirement. 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.

8 de may de 2026 - 53 min

Risk In Retirement

This episode explores the often overlooked risks in retirement planning beyond market losses, including long-term care, medical expenses, and the importance of comprehensive planning. Kevin Sullivan and Robin Whitlock share expert insights on managing risks, creating adaptable plans, and making informed decisions to secure your financial future. 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.

1 de may de 2026 - 53 min

Saving Into income

Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss the complexities of turning savings into sustainable retirement income, the importance of layered income strategies, withdrawal sequencing, tax efficiency, and proactive planning to ensure financial stability in 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.

24 de abr de 2026 - 53 min

Muy buenos Podcasts , entretenido y con historias educativas y divertidas depende de lo que cada uno busque. Yo lo suelo usar en el trabajo ya que estoy muchas horas y necesito cancelar el ruido de al rededor , Auriculares y a disfrutar ..!!

Fantástica aplicación. Yo solo uso los podcast. Por un precio módico los tienes variados y cada vez más.

Me encanta la app, concentra los mejores podcast y bueno ya era ora de pagarles a todos estos creadores de contenido

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