In this conversation, Kevin Sullivan and Robin Whitlock discuss retirement planning and the psychological shift from working to retirement. They use a football analogy to explain different aspects of retirement planning, such as saving early (the kickoff), making adjustments along the way (halftime adjustments), and fine-tuning your plan as retirement approaches (the two-minute drill). They also address common concerns, such as the fear of not having a steady paycheck and the fear of spending too much in retirement. The hosts emphasize the importance of having a comprehensive plan and managing behavioral impulses. In this conversation, Kevin and Robin discuss the importance of having a comprehensive retirement plan and offer advice on various retirement topics. They emphasize the need for a plan that addresses individual goals, risk management, and long-term care. They also discuss the impact of inflation on retirement savings and the importance of being adaptable. The conversation concludes with a Q&A session where they address specific listener questions and encourage listeners to schedule a consultation to create a personalized retirement plan.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this conversation, Gary Nolan and Robin Whitlock discuss the impact of the current economic landscape on the average investor and provide tips for navigating through market fluctuations. They emphasize the importance of staying calm, being proactive, and having a plan in place. They also discuss the need for budgeting, understanding your financial goals, and working with a financial advisor to create a comprehensive retirement plan. The conversation concludes with a discussion on the habits of highly effective people in retirement planning. In this episode of Wealth Over Taxes, Gary Nolan and Robin Whitlock discuss the lessons that can be learned from the worst market crash in American history, the Wall Street crash of 1929. They highlight seven key takeaways for retirement planning, including the dangers of speculation, the importance of investment education, the need for diversification, the importance of liquidity, understanding risk, psychological preparedness, and the impact of Social Security breaches.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

Navigating market volatility can be challenging for individuals nearing retirement. Here are some key strategies to help manage risk and protect retirement savings in tumultuous times. In this conversation, Kevin and Robin discuss the importance of having a financial plan and offer their services to create a customized lifetime income plan at no cost or obligation. They emphasize the need to control behavioral tendencies and make informed decisions based on a solid plan. They also touch on topics such as market volatility, healthcare costs, tax planning, and longevity risk. The conversation concludes with a Q&A session where they address questions about required minimum distributions, rolling over a 403B plan, and the difference between index funds and ETFs.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.