262 episodios
Kowal Investment Group Kowal Investment Group
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- Economía y empresa
With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.
You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**
Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com
For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)
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The Retirement Clinic-5-18-24 – AI & Cybersecurity
Aaron Kowal and guest Mike Senkbeil of Chortek discuss how AI is being used in cybersecurity attacks, examine the cybersecurity curve to determine where your business falls, and share thoughts on why AI is like the Manhattan Project.
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The Retirement Clinic-5-11-24 – Retirement Savings Concerns
Aaron Spitzner and Chaunsy Weisensel discuss the average age Americans are retiring at – it's sooner than planned, examine why some are concerned they cannot achieve financial security in retirement, and share insights on qualified charitable distributions and donor-advised funds.
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The Retirement Clinic-5-4-24 – Medicare Planning for Retirement
Joe Still and guest Mark Maynard of Senior Benefit Solutions discuss applying for Medicare, examine the various types of Medicare plans, and share why it is important to work with trusted professionals as you plan for Medicare and retirement.
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The Retirement Clinic-4-27-24 – Special Needs Trusts
Jeff Kowal and guest Al Spiegel of The McLario Firm discuss what a special needs trust is and who needs it, examine First Party Trusts vs Third Party Trusts, and share insights to amending your estate plan.
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The Retirement Clinic-4-20-24 – The Retirement Magic Number
Jeff Kowal and John White examine what a Monte Carlo Analysis actually means, discuss the retirement magic number – how much is enough, and share insights regarding estate planning, inheritances, and blended families.
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The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans
Aaron Kowal and guest John Koenig, of Elder Advisors Law, discuss the important legal documents you need to have in place, examine traditional estate planning vs. modern estate planning, and share insights regarding shared trusts.