Checking Your Plan

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss essential financial planning tips for the new year, focusing on tracking expenses, understanding tax implications, and learning from financial mistakes made by celebrities like Al Pacino. They emphasize the importance of having a comprehensive financial plan that includes budgeting, tax planning, and regular reviews of financial health to ensure a secure retirement. In this episode, the hosts discuss various aspects of retirement planning, focusing on J.L. Collins' investment philosophy, risk management strategies, the importance of eliminating debt, and the implications of gifting life insurance. They also explore the benefits and risks of investing in REITs and the considerations when rolling over a 401k to an IRA. The conversation emphasizes the need for a comprehensive financial plan tailored to individual circumstances. 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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Checking Your Plan

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This episode is 54 minutes long.

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This episode was published on January 10, 2025.

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