265 episodi
Kowal Investment Group Kowal Investment Group
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- Economia
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-6-15-24 – Selling Your Business
Aaron Kowal and guest Joe Braier, President of Lake Country Advisors, discuss the psychological aspect of selling your business, share items to focus on to help drive the value of your business, and review the first steps you should take when you decide to sell your business.
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The Retirement Clinic-6-8-24 – Retirement Planning Considerations
John White and Anthony Priester discuss the steps you need to consider when planning for retirement, share estate planning mistakes, and examine estate taxes and the Tax Cuts and Jobs Act.
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The Retirement Clinic-6-1-24 – Why You May Need a Corporate Trustee
Jeff Kowal and Chris Berens of Horicon Bank discuss what a Corporate Trustee is and who would use one, examine the benefits of having a Corporate Trustee, and share real-life examples of how things can go wrong and when things go right.
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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.