Is Your Financial Plan Cracked?
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Is Your Financial Plan Cracked?
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About this listen
In this conversation, Kevin Sullivan and Robin Whitlock discuss the financial anxieties faced by many Americans, particularly retirees, as highlighted in the Edelman Financial Engines report. They explore the challenges of home ownership in the current economic climate, the importance of having a comprehensive financial plan, and the need for regular updates to that plan. The discussion emphasizes the role of fiduciary advisors in helping clients navigate these complexities and ensure their financial well-being. In this episode, Kevin Sullivan and Gary Nolan discuss essential strategies for retirement planning, focusing on 401k tax implications, advanced tax strategies, and listener questions. They emphasize the importance of having a comprehensive plan to navigate retirement effectively, including risk analysis and income tax planning. The conversation also highlights the need for proactive planning to avoid tax pitfalls and maximize retirement savings.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.