You're 2024 Financial Plan

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

The conversation covers a review of the financial plan for 2024, month by month, and the importance of staying on track with financial goals. It also delves into the significance of financial awareness, discipline, and the impact of inflation on retirement planning. The hosts emphasize the need for regular assessment and awareness of financial independence. The conversation covers a wide range of financial planning topics, social security strategies, long-term care, open enrollment, and financial advisor selection. The hosts provide valuable advice and insights on retirement planning, investment strategies, and the importance of seeking professional financial advice. The conversation is engaging, informative, and filled with sound advice for listeners. 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 June 7, 2024.

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