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What is Financial Health and Why Does it Matter? episode artwork

EPISODE · Jul 19, 2024 · 53 MIN

What is Financial Health and Why Does it Matter?

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of financial health and its connection to physical and mental health. They emphasize the need for both financial and behavioral management in order to achieve financial health. They also discuss the role of annuities in providing income stability and long-term care planning. The hosts highlight the importance of client education and knowledge transfer in helping individuals make informed financial decisions. In this conversation, Kevin and Robin discuss various topics related to retirement planning and financial management. They emphasize the importance of taking action and scheduling an appointment to create a customized lifetime income plan. They also discuss tax planning for retirement and provide tips for maximizing savings and minimizing tax liabilities 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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What is Financial Health and Why Does it Matter?

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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 July 19, 2024.

What is this episode about?

In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of financial health and its connection to physical and mental health. They emphasize the need for both financial and behavioral management in order to achieve financial...

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.
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