Is You're Plan Outdated

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this episode, Kevin Sullivan and Robin Whitlock discuss the critical elements of retirement planning, emphasizing the need for a personalized approach that considers lifestyle, longevity, and legacy. They explore the importance of understanding Social Security, healthcare costs, and required minimum distributions (RMDs). The conversation also highlights common retirement mistakes and offers practical solutions for real-world scenarios, including charitable giving and investment strategies to combat inflation. 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 52 minutes long.

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This episode was published on November 14, 2025.

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