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Wealth Over Taxes

Wealth Over Taxes

By: 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/

2026 Broadcasting Experts Economics
Episodes
  • The Longevity Blind Spot

    The Longevity Blind Spot
    Jul 3 2026

    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.
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    53 mins
  • The Rollover Crossroads

    The Rollover Crossroads
    Jul 10 2026

    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.com/listener for privacy information.
    Show More Show Less
    53 mins
  • Executive Benefit Exit

    Executive Benefit Exit
    Jun 26 2026

    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 information.
    Show More Show Less
    53 mins
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