Wealth Over Taxes

Hosted by Kevin Sullivan and Robin Whitlock

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Episodes

100

Latest episode

Aug 2026

Language

EN-US

About the show

In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations it faces. They delve into various strategies for maximizing retirement contributions, managing debt, and planning for healthcare and long-term care. The discussion also covers the importance of estate planning and social security maximization. Through case studies, they highlight common pitfalls in retirement planning, such as overconfidence in single stock investments and the consequences of inadequate savings. The hosts emphasize the need for professional financial advice and the value of building relationships with advisors, while also touching on the importance of lifelong learning in financial planning. The discussion emphasizes the need for personalized financial planning and the importance of taking action to secure a stable retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

Listen to episodes

60 recent

September 4, 202653 min

The State-by-State Retirement Gap

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

August 28, 202653 min

The Senior Deduction Filter

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

August 21, 202653 min

The Number Isn’t the Plan

In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common pitfalls. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

August 14, 202653 min

The Longevity Fear Gap

In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

August 7, 202653 min

The Quiet Tax Window

In this episode, Kevin and Robin discuss crucial retirement planning strategies, including tax-efficient withdrawals, inherited IRAs, and the importance of proactive planning to minimize taxes and maximize wealth transfer. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

July 31, 202653 min

The Claiming Age Reality Check

In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

July 24, 202653 min

Medicare Planning

In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of annual reviews for Medicare and retirement planning, including how to navigate plan changes, the impact of moving, and strategies for maximizing benefits and minimizing risks. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

July 17, 202653 min

The Catch-Up Rule Shift

In this episode, Kevin Sullivan and Robin Whitlock discuss recent changes in retirement planning, including Roth catch-up rules, target date funds, and strategies for managing taxes and risk as you approach retirement. They also answer listener questions about maximizing retirement contributions and planning for a secure financial future. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

July 10, 202652 min

The Rollover Crossroads

In this episode, Kevin Sullivan from Infinite Wealth Advisors discuss essential retirement planning topics, including rollover strategies, fee analysis, tax considerations, and planning for solo aging. Learn how to optimize your financial future with expert insights and practical advice. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.

July 3, 202653 min

The Longevity Blind Spot

In this episode, Kevin Sullivan and Gary Nolan discuss critical retirement planning topics including longevity, pension options, inherited IRAs, and the importance of comprehensive financial planning to ensure a secure and stress-free retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.