Six Financial Missteps
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Six Financial Missteps
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About this listen
In this episode, Kevin Sullivan and Robin Whitlock discuss common financial mistakes made by baby boomers, emphasizing the importance of diversifying income sources, understanding healthcare costs, and creating a comprehensive retirement income plan. They provide actionable strategies for catching up on retirement savings, downsizing, and addressing tax implications. The episode concludes with a Q&A segment addressing listener questions about charitable giving and Social Security planning.
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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