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.

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or text IWA to 600-700

Wealth Over Taxes

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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

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Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution. They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving. They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

See omnystudio.com/listener for privacy information.