In this episode, the hosts discuss various financial risks and challenges that can impact retirement planning, using Halloween-themed metaphors to illustrate their points. They cover topics such as the importance of having a solid retirement plan, the dangers of high fees and poor financial advice, the impact of healthcare costs, and the need to reconsider one's lifestyle and risk profile as retirement approaches. The conversation also includes listener questions, providing practical advice on managing retirement assets and making informed financial decisions.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

Listen up, because we are now under A FINANCIAL WEATHER WARNING!EIGHT SEVERE WEATHER EVENTS that forecast a ROUGH RETIREMENT. Plus,we cover the financial wisdom from a few classic movies and how
each can be translated into a practical financial lesson.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

prepared, making informed decisions, and sustaining wealth. The hosts emphasize the need for a comprehensive retirement plan that includes flexibility to accommodate unexpected changes. They also highlight the role of education and knowledge transfer in making accurate decisions. The conversation touches on the challenges of transitioning from a working life to retirement and the importance of staying socially connected. The hosts offer a no-cost, no-obligation consultation to help listeners create a customized retirement plan. In this conversation, Kevin Sullivan and Robin Whitlock discuss various topics related to personal finance and retirement planning. They cover the importance of financial literacy in high schools, the concept of compound interest, the benefits of consistent savings, and the role of taxes in retirement planning. They also address specific questions from listeners, including whether to leave a 401k with a previous employer or roll it over into an IRA, and how to teach children about money and investing. Overall, the conversation provides valuable insights and advice for individuals looking to improve their financial well-being.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.