Episodes

  • 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
    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.

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    53 mins
  • 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.

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    53 mins
  • The Forced Retirement Test
    Jun 19 2026

    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 and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

    See omnystudio.com/listener for privacy information.

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    53 mins
  • Annuities Are Back
    Jun 12 2026

    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 privacy information.

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    53 mins
  • Inflation Meets Retirement Income
    Jun 5 2026

    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 information.

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    53 mins
  • Confidence Needs a Plan
    May 29 2026

    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 privacy information.

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    53 mins
  • The Presure to Look Wealthy
    May 22 2026

    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/

    See omnystudio.com/listener for privacy information.

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    53 mins