Wealth Over Taxes cover art

Wealth Over Taxes

Wealth Over Taxes

By: Kevin Sullivan and Robin Whitlock
Listen for free

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
  • 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
  • The Forced Retirement Test

    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.
    Show More Show Less
    53 mins
  • Annuities Are Back

    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.
    Show More Show Less
    53 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet