End of the Year to Do List

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss essential financial strategies for retirees and pre-retirees as the year-end approaches. They cover critical topics such as Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), tax-efficient strategies like Roth conversions, and the importance of creating a sustainable income plan for retirement. The conversation also emphasizes the significance of risk management, especially in the context of market volatility and emotional challenges faced during retirement. Additionally, they provide practical advice for late savers and strategies to manage debt and lifestyle creep. The episode concludes with a Q&A segment addressing real-life retirement scenarios. 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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This episode is 53 minutes long.

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This episode was published on November 28, 2025.

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