You Need a Plan!

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

The conversation covers various aspects of retirement planning, including the importance of a comprehensive plan, addressing needs and wants, time horizon, spending requirements, after-tax return rate, risk tolerance, estate planning, diversification of retirement investments, and establishing guaranteed recurring income. The hosts emphasize the significance of seeking qualified and competent help in retirement planning. The conversation covers various aspects of retirement planning, including 401k management, retirement age, and investment strategies. The hosts provide insights on maximizing retirement savings, managing assets, and making informed financial decisions. They also emphasize the importance of personalized retirement planning and the impact of social security benefits on retirement decisions. 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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You Need a Plan!

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This episode is 51 minutes long.

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This episode was published on June 21, 2024.

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