Wealth Over Taxes

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.c...

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/ See omnystudio.com/listener for privacy information.

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/ See omnystudio.com/listener for privacy informati...

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...

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 for privac...

Kevin Sullivan and Robin Whitlock discuss essential retirement planning topics including income strategies, Social Security optimization, tax implications, and estate planning. Learn how to navigate inflation, RMDs, and estate documents to secure your financial future. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy in...

Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss essential retirement planning strategies, including Social Security, tax planning, Roth conversions, and risk management, to help listeners navigate the complexities of retirement with confidence.   Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for priv...

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/ Se...

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 Rob...

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 for privacy information.

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 http...

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/ See omnystudio.c...

Explore the importance of prospective tax planning for retirees, including strategies like Roth conversions, required minimum distributions, and tax diversification to optimize retirement income and legacy planning.   Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

This episode explores the role of cash in retirement planning, addressing common misconceptions, risks of holding too much cash, and strategies for integrating cash management into a comprehensive financial plan. Kevin Sullivan and Robin Whitlock share expert insights on balancing safety and growth to secure your retirement future. Reach out to Kevin and Robin at 800-757-6062 or https://www.infini...

In this episode, Kevin Sullivan interviews Jeremy Siegel, a renowned economist and finance expert, discussing the current economic landscape, interest rates, oil prices, AI's impact on the labor market, and investment strategies. Gain insights into how geopolitical events influence markets and what to expect in 2026. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisor...

This episode explores the complexities of global trade disruptions, retirement planning, estate planning, and managing financial risks. Hosted by Gary Nolan with experts Kevin Sullivan and Robin Whitlock, it offers practical insights for retirees and those planning for the future. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener fo...

In this episode of Wealth Over Taxes, Kevin Sullivan and Gary Nolan bust common retirement myths, discuss the impact of recent legislative changes on inherited IRAs, and explore strategies for managing taxes, Social Security, and market risks to secure your retirement. Perfect for those planning their future or seeking clarity on complex financial topics Reach out to Kevin and Robin at 800-757-606...

This episode explores the emotional and psychological aspects of retirement, emphasizing the importance of holistic planning that includes emotional well-being alongside financial security. Experts discuss strategies to prepare for identity shifts, social changes, and emotional adjustments during retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ Se...

In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss the complexities of retirement planning, focusing on the emotional and financial shifts that occur when transitioning into retirement. They explore the importance of having a predictable income, understanding the two-year echo effect on retirement decisions, and the significance of tax planning for 2026. The conversation a...

This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to address the challenges of longer retirements, healthcare costs, and social security changes. The hosts discuss the importance of having a comprehensive financial plan that adapts to individual circumstances, including the impact of family financial requests and the necessity...

in this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of retirement planning, emphasizing the gap between projections and real-life scenarios. They explore the importance of having a structured plan to navigate unexpected expenses, the emotional aspects of retirement, and the necessity of clear communication in financial decisions. The discussion also highlights the role...

In this episode, the hosts delve into the complexities of behavioral finance and its significant impact on retirement planning. They discuss the importance of understanding emotional biases, such as confirmation bias and analysis paralysis, and how these can derail even the best financial strategies. The conversation emphasizes the necessity of a comprehensive financial plan, the role of automatio...

In this episode of "Wealth Over Taxes," hosts Kevin Sullivan and Chip Detty discuss the importance of financial synchronization between partners, especially regarding retirement savings. They highlight the common scenario where one spouse is more financially engaged than the other, leading to potential gaps in retirement preparedness. The conversation emphasizes the need for regular financial chec...

Should you play it safe with a savings account or let your dollars don a cape and fly into the stock market? Whether you're a mattress-stuffer or a market maven, knowing when to save and when to invest can save you from some serious financial facepalms. Let’s find out which money move deserves your applause—and which one should stay in the piggy bank!   Reach out to Kevin and Robi...

 Football season may be wrapping up, but when it comes to retirement, your biggest game is just ahead. In today’s show, we’re pulling championship-worthy strategies from the gridiron—lessons on offense, defense, and the playbook you need to cross the financial goal line and retire like a champion. Stay with us—we’re kicking it off right now. Reach out to Kevin an...