The conversation covers various aspects of retirement planning, including the importance of a comprehensive plan, addressing needs and wants, time horizon, spending requirements, after-tax return rate, risk tolerance, estate planning, diversification of retirement investments, and establishing guaranteed recurring income. The hosts emphasize the significance of seeking qualified and competent help in retirement planning. The conversation covers various aspects of retirement planning, including 401k management, retirement age, and investment strategies. The hosts provide insights on maximizing retirement savings, managing assets, and making informed financial decisions. They also emphasize the importance of personalized retirement planning and the impact of social security benefits on retirement decisions.

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

See omnystudio.com/listener for privacy information.

The conversation covers various aspects of investing in an election year, addressing fear-mongering, misinformation, and financial planning. It emphasizes the importance of having a solid financial plan and avoiding emotional decision-making. The topics include the impact of election year on financial security, the relationship between interest rates and inflation, the potential impact of election year on stocks, and the means testing of Social Security in the 2030s The hosts emphasize the importance of having a plan, being consistent, and being disciplined in financial decision-making. They also discuss the impact of consumer confidence on the economy and the challenges of transitioning to retirement spending. The conversation concludes with a reminder to listeners to seek personalized retirement planning advice.

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

See omnystudio.com/listener for privacy information.

The conversation covers a review of the financial plan for 2024, month by month, and the importance of staying on track with financial goals. It also delves into the significance of financial awareness, discipline, and the impact of inflation on retirement planning. The hosts emphasize the need for regular assessment and awareness of financial independence. The conversation covers a wide range of financial planning topics, social security strategies, long-term care, open enrollment, and financial advisor selection. The hosts provide valuable advice and insights on retirement planning, investment strategies, and the importance of seeking professional financial advice. The conversation is engaging, informative, and filled with sound advice for listeners.

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

See omnystudio.com/listener for privacy information.