Cover of Wealth Over Taxes

Wealth Over Taxes

Wealth Over Taxes

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)
    18 Oct 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 min
  • Retirement Scams: When a Fake Bank Warning Becomes a Real Loss

    Retirement Scams: When a Fake Bank Warning Becomes a Real Loss
    24 Oct 2026

    A convincing security warning can pressure someone into moving their own money to a scammer. Kevin Sullivan, Robin Whitlock and Dave Perkins discuss why these schemes can fool experienced investors, then consider how downsizing decisions and a trusted advisory relationship fit into retirement planning. Call Infinite Wealth Advisors at 800-757-6062 or text IWA to 600-700 to begin a conversation.

    See omnystudio.com/listener for privacy information.
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    1 hr
  • Plan for RMDs Before the First Withdrawal Is Due

    Plan for RMDs Before the First Withdrawal Is Due
    31 Oct 2026

    Kevin Sullivan and Dave Perkins discuss planning ahead for required minimum distributions rather than waiting for the first required withdrawal. They connect those decisions to Social Security claiming and the tax questions surrounding retirement accounts.

    Call 800-757-6062 or text IWA to 600-700 for a no-cost second-opinion review. Wealth Over Taxes.

    See omnystudio.com/listener for privacy information.
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    1 hr
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