Wealth Over Taxes
Claim This Podcastby Kevin Sullivan and Robin Whitlock
Podcast Authority
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Podcast Overview
<p dir="ltr">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.</p> <p>Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a></p>
Language
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Publishing Since
9/1/2022
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Recent Episodes
June 26, 2026
Executive Benefit Exit
<p>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.</p> <p>Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
June 19, 2026
The Forced Retirement Test
<p>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.</p> <p> </p> <p>Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
June 12, 2026
Annuities Are Back
<p>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.</p> <p> </p> <p>Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
187 total episodes available
Recent guests on Wealth Over Taxes
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Gary Nolan
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Frequently asked questions
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- What is Wealth Over Taxes?
<p dir="ltr">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.</p> <p>Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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