HeyJaredWealth Over Taxes
In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations it faces.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
First RMD Calendar Trap (opens the original)
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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.
The State-by-State Retirement Gap (opens the original)
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In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy inform
The Senior Deduction Filter (opens the original)
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In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener
The Number Isn’t the Plan (opens the original)
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In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common pitfalls. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.
The Longevity Fear Gap (opens the original)
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In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/ See omnystudio.com/listener for privacy information.
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