In this episode, Kevin Sullivan and Gary Nolan discuss the importance of understanding and managing retirement portfolio stress. They emphasize the need for a comprehensive retirement plan that includes identifying all assets, utilizing tax strategies, and understanding the implications of Social Security benefits. The conversation also highlights common mistakes in retirement planning and the significance of behavioral management in financial decision-making. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss the critical aspects of retirement planning, emphasizing the importance of having a comprehensive plan, understanding tax implications, identifying hidden fees, managing investment risks, and maximizing retirement savings. They also address listener questions, providing insights into social security benefits and the advantages of different investment vehicles.

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 financial anxieties faced by many Americans, particularly retirees, as highlighted in the Edelman Financial Engines report. They explore the challenges of home ownership in the current economic climate, the importance of having a comprehensive financial plan, and the need for regular updates to that plan. The discussion emphasizes the role of fiduciary advisors in helping clients navigate these complexities and ensure their financial well-being. In this episode, Kevin Sullivan and Gary Nolan discuss essential strategies for retirement planning, focusing on 401k tax implications, advanced tax strategies, and listener questions. They emphasize the importance of having a comprehensive plan to navigate retirement effectively, including risk analysis and income tax planning. The conversation also highlights the need for proactive planning to avoid tax pitfalls and maximize retirement savings.

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 complexities of long-term care events and their impact on retirement income strategies. They emphasize the importance of proactive planning, including the use of Roth conversions and understanding tax implications. The hosts outline the characteristics of a AAA retirement plan, which includes diversified income sources and comprehensive healthcare planning, while also identifying the pitfalls of a less than stellar retirement plan. Regular reviews and updates to financial plans are highlighted as essential for maintaining financial security in retirement.

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

See omnystudio.com/listener for privacy information.