Kowal Investment Group - Now Creative Planning

Епизоде

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  The Retirement Clinic-8-22-26 – Lessons for Your Financial Life 12.09.2026 42мин

  Jeff Kowal discusses lessons learned from 9/11 as it relates to your financial plan. Then he touches on American inventions that created the modern world. Later Anthony Priester joins the show to examine a dangerous financial mistake some retirees make and the importance of retirement income planning. And Jeff wraps up the show with thoughts on early retirement and what to consider.
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  The Retirement Clinic-8-29-26 – The Honeymoon Phase of Retirement 05.09.2026 42мин

  Aaron Kowal discusses the phases of retirement and how your mindset shifts over time. Later Jeff Kowal joins the show to shed light on financial challenges that couples with age gaps face. And then Aaron wraps up the show with opportunity zones made permanent by OBBBA.
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  The Retirement Clinic-8-15-26 – Seasonal Living 01.09.2026 41мин

  Chaunsy Weisensel discusses seasonal living and key considerations if you’re splitting time between states. Later Jeff Kowal joins the show to share thoughts on attitudes regarding the economy and wealth. Then Chaunsy wraps up the show with changes in contribution limits and which accounts you may want to consider maxing out.
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  The Retirement Clinic-8-8-26 – Payday in Retirement 22.08.2026 42мин

  Aaron Kowal discusses key strategies for turning your 401k into a plan for a paycheck in retirement. Later Jeff Kowal joins to share thoughts on the tug of war parents are facing when it comes to paying for retirement and college. The Aaron wraps up the show a loophole for high earners.
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  The Retirement Clinic-8-1-26 – Retiring into a Down Market 15.08.2026 41мин

  Aaron Kowal discusses sequence of returns risk and strategies when you retire into a down market. Later Jeff Kowal joins to share thoughts on Americans retiring earlier than planned and the importance of planning for the unexpected. Then Aaron wraps up the show with an asset that could be the most dangerous item in an estate plan.
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  The Retirement Clinic-7-11-26 – Financial Scams 06.08.2026 40мин

  Aaron Kowal highlights common financial scams and tips to help identify financial scam risks. Later Jeff Kowal joins to share thoughts on delaying social security or choosing to take it sooner. And Aaron wraps up the show with key estate planning tools and strategies for high-net-worth families.
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  The Retirement Clinic-7-25-26 – Healthspan vs Lifespan 02.08.2026 42мин

  Jeff Kowal discusses why healthspan matters just as much as lifespan and touches on baby boomers buying bigger homes instead of downsizing. Later Anthony Priester joins to shed light on senior scams and what to look out for. Then Jeff examines America’s most generous 401k plans and wraps up the show with the great wealth transfer.
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  The Retirement Clinic-7-18-26 – Do I Stay or Do I Go? 25.07.2026 41мин

  Jeff Kowal discusses the number one decision for aging retirees and important questions to ask before you decide. Then he touches on why a living will may not be enough. Later Chaunsy Weisensel joins to share thoughts on why longevity literacy is the missing piece in financial planning. And Jeff wraps up the show with record 401k balances and splurging on travel in retirement.
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  The Retirement Clinic-6-27-26 – The Gray Zone of Retirement Planning 13.07.2026 41мин

  Aaron Kowal explains the gray-zone years leading up to retirement and key planning moves you should consider ahead of retirement. Then he touches on how you can create retirement paycheck. Later Jeff Kowal joins to discuss income sources for retirees. And Aaron wraps up the show with asset location vs asset allocation.
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  The Retirement Clinic-6-20-26 – The Overlooked Retirement Tax Break 10.07.2026 40мин

  Jeff Kowal examines the retirement tax break most people overlook and penalty-free withdrawals. Then he touches on aging in place and converting your home for your needs. Later Anthony Priester joins to discuss the social security trust fund report and what it means for current and future beneficiaries. And Jeff wraps up the show with thoughts on retiring early and important estate planning lessons.
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  The Retirement Clinic-6-13-26 – Considerations for Early and Delayed Retirement 02.07.2026 41мин

  Jeff Kowal discusses considerations for those thinking about retiring early and why others are delaying retirement. Then he touches the great wealth transfer and why forced Roth 401k catchup rule could benefit you. And Jeff wraps up the show with the average inheritance people receive and the legal and tax implications.
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  The Retirement Clinic-6-6-26 – Tips to Thrive in Retirement 29.06.2026 42мин

  Chaunsy Weisensel shares tips to help you thrive in retirement and the importance of identifying what retirement looks like for you. Then he discusses the 5 credit card mistakes people make and suggestions to help you avoid them. And Chaunsy wraps up the show by examining passive versus active investing and the benefits and drawbacks of each.
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  The Retirement Clinic-5-2-26 – Inherited Real Estate 26.06.2026 41мин

  Jeff Kowal discusses the boomer dilemma and potential implications of inheriting real estate. Later Chaunsy Weisensel joins the show to talk about spending too much time on social media in retirement. Then Jeff touches on the average net worth of baby boomers. And later wraps up the show with worries about cash flow in retirement and trouble spending savings.
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  The Retirement Clinic-5-16-26 – The Great Wealth Transfer 22.06.2026 40мин

  Aaron Kowal discusses the great wealth transfer happening now and important estate planning essentials for families. Later Jeff joins the show to talk about workers who are opting to retire instead of learning AI. Then Aaron wraps up the show with concentrated stocks and diversification strategies that can help alleviate the tax burden.
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  The Retirement Clinic-5-9-26 – Considerations for Your Tax Refund 20.06.2026 42мин

  Chaunsy Weisensel discusses the implications of 2025 tax law changes and the refunds some are receiving, plus considerations for your refund. Later Jeff joins the show to examine the slow fade to retirement and why you may want to collect social security while you’re still working. Then Chaunsy wraps up the show with the Creative Planning process and what you can expect from your initial meetings.
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  The Retirement Clinic-4-25-26 – The Magic Number You Need to Retire 28.05.2026 42мин

  Jeff Kowal and Chaunsy Weisensel discuss the increase in the “magic number” you need to retire and touch on savings suggestions. Later Jeff and Chaunsy examine financial scams and what you need to watch out for. Then they wrap up the show with tax-efficient strategies for your mandatory IRA withdrawals.
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  The Retirement Clinic-4-18-26 – What You Should Do with Your Old 401K 22.05.2026 40мин

  Aaron Kowal discusses what happens to your 401k when you leave a job and what you should do, then touches on what retirement is for and important considerations. Later Jeff joins the show to examine couples with age gaps and the financial challenges they face. And Aaron wraps up the show with asset location vs asset allocation.
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  The Retirement Clinic-4-4-26 – (Tax) Bracket Management 04.05.2026 41мин

  Aaron Kowal discusses tax bracket management and why many retirees are paying too much in taxes. Later Jeff Kowal joins the show to share thoughts on why you may want to wait to take social security at age 70. Then Aaron wraps up the show by examining the importance of asset protection planning.
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  The Retirement Clinic-3-28-26 – Retirement Planning Strategies 23.04.2026 41мин

  Jeff Kowal discusses why you should start retirement planning in your 20s and the benefits of compound interest. Then Jeff answers how you could handle a timeshare you’ve inherited but don’t want. Later Chaunsy Weisensel joins to share 5 reasons why you should roll over your retirement funds to an IRA. Then Jeff touches on life insurance and wraps up the show with how you can fix your out-of-date trust.
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  The Retirement Clinic-3-21-26 – The ‘Silver Tsunami’ 09.04.2026 41мин

  Jeff Kowal examines the ‘silver tsunami’ and what it could mean for millions of jobs, employees and the small business landscape. Later Aaron Spitzner joins the show to discuss Roth conversions and what factors you should consider. Then Jeff wraps up with thoughts on adult kids getting their inheritance sooner and how parents are doing it.