New Year, New You

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this conversation, financial advisors Kevin Sullivan and Robin Whitlock discuss essential financial planning tips for the upcoming year, focusing on budgeting, maximizing retirement contributions, and optimizing social security benefits. They emphasize the importance of having a structured financial plan and the impact of inflation on budgeting. The conversation also highlights the significance of tax planning and the need for strategic decision-making regarding retirement accounts and social security. In this conversation, Kevin Sullivan and Gary Nolan discuss the complexities of retirement planning, emphasizing the importance of customized strategies that cater to individual needs. They explore the balance between financial and behavioral management, the significance of estate planning, and the necessity of understanding tax implications in retirement. The discussion also addresses common listener questions, providing insights into mortgage decisions and social security strategies, all while highlighting the need for a personalized approach to financial planning. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.

NOW PLAYING

New Year, New You

0:00 53:02

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

333. The Fiat Trap with Nicolas Cary

Jul 7, 2026 ·54m

332. Principles of Economics Lecture 17: Defense

Jun 30, 2026 ·98m

331. Palestine, Israel & Property Rights - Interview with Mario Nawfal

Jun 23, 2026 ·35m

330. Rothbard At 100 - A Tribute And Assessment

Jun 16, 2026 ·100m

329. Principles of Economics Lecture 16: Violence

Jun 9, 2026 ·83m

328. Property Rights: The Root Cause of the Palestinian-Israeli Conflict

Jun 2, 2026 ·50m

Similar Podcasts

The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! Kaizen Blueprint Aldo Chandra "Kaizen" is a Japanese term for continuous improvement. This podcast provides a blueprint to learn about health, wealth, relationships and everything else in between. Through our podcast, we strive to inspire, educate, and motivate our audience to cultivate a mindset of lifelong learning, productivity, and personal development. By sharing insights, strategies, and practical tips, we aim to guide listeners on their journey towards realizing their fullest potential, fostering success, and creating lasting positive change. The Course Mentors Podcast The Course Mentors Hey there, future course creator!Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon!Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks.No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself.Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom.

Frequently Asked Questions

How long is this episode of Wealth Over Taxes?

This episode is 53 minutes long.

When was this Wealth Over Taxes episode published?

This episode was published on December 20, 2024.

What is this episode about?

Can I download this Wealth Over Taxes episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!