Retirement: More Than the Numbers

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this episode of Wealth Over Taxes, Gary Nolan, Kevin Sullivan, and Robin Whitlock discuss the essential elements of retirement planning. They emphasize the importance of defining personal retirement goals, creating a comprehensive plan, and understanding the financial landscape, including taxes and social security. The conversation also touches on behavioral finance, the significance of having a timeline, and learning from historical financial wisdom to enhance retirement strategies. In this episode of Wealth Over Taxes, Gary, Kevin, and Robin discuss the importance of financial planning in the face of market changes expected in 2025. They emphasize the need for a comprehensive plan that adapts to shifting market conditions, the significance of knowledge in making informed decisions, and the importance of having a fiduciary advisor. The episode also features a Q&A segment addressing listener questions about retirement planning, investment strategies, and healthcare costs. 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 January 31, 2025.

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