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Wealth Over Taxes

Wealth Over Taxes

Written by: Kevin Sullivan and Robin Whitlock
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Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 757-6062

2026 Broadcasting Experts Economics
Episodes
  • Exiting the 401(k)

    Exiting the 401(k)
    Oct 18 2026

    Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.

    800-757-6062

    or text IWA to 600-700

    Infinite Wealth Advisors

    See omnystudio.com/listener for privacy information.
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    53 mins
  • Build Confidence in Retirement

    Build Confidence in Retirement
    Oct 9 2026

    Kevin and Robin from Infinite Wealth Advisors discuss essential retirement planning strategies, including managing risk, tax considerations, beneficiary updates, and psychological aspects of retirement. Learn how to create a seamless, personalized plan to enjoy a confident retirement.

    800-757-6062

    or text IWA to 600-700

    Wealth Over Taxes

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    54 mins
  • Retirement Has a Calendar

    Retirement Has a Calendar
    Sep 25 2026

    Retirement timing is a major theme of this week's podcast. Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year. The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.

    800-757-6062

    or text IWA to 600-700

    Infinite Wealth Advisors

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    54 mins
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