Portfolio Stress

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this episode, Kevin Sullivan and Gary Nolan discuss the importance of understanding and managing retirement portfolio stress. They emphasize the need for a comprehensive retirement plan that includes identifying all assets, utilizing tax strategies, and understanding the implications of Social Security benefits. The conversation also highlights common mistakes in retirement planning and the significance of behavioral management in financial decision-making. In this episode, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss the critical aspects of retirement planning, emphasizing the importance of having a comprehensive plan, understanding tax implications, identifying hidden fees, managing investment risks, and maximizing retirement savings. They also address listener questions, providing insights into social security benefits and the advantages of different investment vehicles. 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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Portfolio Stress

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This episode is 53 minutes long.

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This episode was published on June 20, 2025.

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