In this conversation, the hosts explore the concept of soulmates in the context of financial partnerships, discussing the traits that make an ideal financial partner. They delve into the importance of future orientation, conflict resolution skills, emotional intelligence, and effective communication in financial advising. The discussion also covers common mistakes related to IRAs, including timely rollovers, understanding traditional vs. Roth IRAs, and avoiding prohibited transactions. The hosts emphasize the need for a positive attitude and strategic planning in achieving financial goals. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss essential aspects of retirement planning, focusing on common financial mistakes retirees make, the impact of inflation, and the importance of having a comprehensive financial plan.

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

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In this conversation, Robin Whitlock and Gary Nolan discuss the implications of the Federal Reserve's decision to lower interest rates on various aspects of retirement planning. They explore how this affects bonds, stock market volatility, savings accounts, real estate, and pension funds. The discussion also delves into common retirement myths, the importance of flexibility in withdrawal rates, and strategies for maximizing Social Security benefits. Throughout the conversation, they emphasize the need for regular portfolio evaluations and personalized financial planning to navigate the changing economic landscape.

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In this episode of 'Wealth Over Taxes', hosts Kevin Sullivan and Robin Whitlock discuss the importance of maintaining a clean financial house as part of retirement planning. They draw parallels between household chores and financial management, emphasizing the need for decluttering, fine-tuning plans, and managing risks. The conversation also highlights the significance of investing in health and creating a comprehensive game plan for retirement. Listeners are encouraged to seek professional advice and take proactive steps in their financial journey, with real-life scenarios addressed in the Q&A segment.

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

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In this episode, the hosts discuss various financial risks and challenges that can impact retirement planning, using Halloween-themed metaphors to illustrate their points. They cover topics such as the importance of having a solid retirement plan, the dangers of high fees and poor financial advice, the impact of healthcare costs, and the need to reconsider one's lifestyle and risk profile as retirement approaches. The conversation also includes listener questions, providing practical advice on managing retirement assets and making informed financial decisions.

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Listen up, because we are now under A FINANCIAL WEATHER WARNING!EIGHT SEVERE WEATHER EVENTS that forecast a ROUGH RETIREMENT. Plus,we cover the financial wisdom from a few classic movies and how
each can be translated into a practical financial lesson.

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prepared, making informed decisions, and sustaining wealth. The hosts emphasize the need for a comprehensive retirement plan that includes flexibility to accommodate unexpected changes. They also highlight the role of education and knowledge transfer in making accurate decisions. The conversation touches on the challenges of transitioning from a working life to retirement and the importance of staying socially connected. The hosts offer a no-cost, no-obligation consultation to help listeners create a customized retirement plan. In this conversation, Kevin Sullivan and Robin Whitlock discuss various topics related to personal finance and retirement planning. They cover the importance of financial literacy in high schools, the concept of compound interest, the benefits of consistent savings, and the role of taxes in retirement planning. They also address specific questions from listeners, including whether to leave a 401k with a previous employer or roll it over into an IRA, and how to teach children about money and investing. Overall, the conversation provides valuable insights and advice for individuals looking to improve their financial well-being.

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

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In this conversation, Kevin Sullivan and Robin Whitlock discuss retirement planning and the psychological shift from working to retirement. They use a football analogy to explain different aspects of retirement planning, such as saving early (the kickoff), making adjustments along the way (halftime adjustments), and fine-tuning your plan as retirement approaches (the two-minute drill). They also address common concerns, such as the fear of not having a steady paycheck and the fear of spending too much in retirement. The hosts emphasize the importance of having a comprehensive plan and managing behavioral impulses. In this conversation, Kevin and Robin discuss the importance of having a comprehensive retirement plan and offer advice on various retirement topics. They emphasize the need for a plan that addresses individual goals, risk management, and long-term care. They also discuss the impact of inflation on retirement savings and the importance of being adaptable. The conversation concludes with a Q&A session where they address specific listener questions and encourage listeners to schedule a consultation to create a personalized retirement plan.

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

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In this conversation, Gary Nolan and Robin Whitlock discuss the impact of the current economic landscape on the average investor and provide tips for navigating through market fluctuations. They emphasize the importance of staying calm, being proactive, and having a plan in place. They also discuss the need for budgeting, understanding your financial goals, and working with a financial advisor to create a comprehensive retirement plan. The conversation concludes with a discussion on the habits of highly effective people in retirement planning. In this episode of Wealth Over Taxes, Gary Nolan and Robin Whitlock discuss the lessons that can be learned from the worst market crash in American history, the Wall Street crash of 1929. They highlight seven key takeaways for retirement planning, including the dangers of speculation, the importance of investment education, the need for diversification, the importance of liquidity, understanding risk, psychological preparedness, and the impact of Social Security breaches.

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

See omnystudio.com/listener for privacy information.