Kowal Investment Group - Now Creative Planning

Kowal Investment Group - Now Creative Planning
  • 5.0 (2)
  • BUSINESS
  • UPDATED WEEKLY

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. 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 - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

  1. The Retirement Clinic-1-24-26 – Financial Organization and Life Events

    3D AGO

    The Retirement Clinic-1-24-26 – Financial Organization and Life Events

    Jeff Kowal discusses the dangers of one spouse handling all the finances and the importance of organization and consolidation. Later, Chaunsy joins to share insights on life expectancy and financial planning. Then Jeff touches on early retirement distribution penalties and exceptions and wraps up the show with navigating unexpected health and financial issues.

    40 min
  2. The Retirement Clinic-1-10-26 – 2025 in Summary and Planning Strategies for 2026

    JAN 28

    The Retirement Clinic-1-10-26 – 2025 in Summary and Planning Strategies for 2026

    Aaron Kowal reviews the 2025 market summary, highlighting key components in the year and how estimates compared to outcomes. Then Aaron shares a New Year checklist for retirees. Later, Jeff Kowal joins the show to discuss the five times when you should not name your spouse as your beneficiary and touches retirement regrets. And Aaron wraps up the show with 2026 tax planning tips for small business owners.

    41 min
  3. The Retirement Clinic-1-3-26 – Don’t Outlive Your Money

    JAN 27

    The Retirement Clinic-1-3-26 – Don’t Outlive Your Money

    Jeff Kowal discusses how living to age 100 is becoming more common and the importance of planning so you don’t outlive your money. Then Jeff touches on IRA rulings in 2025. Later, Aaron Spitzner joins the show to help answer the popular question, how to know when you are financially ready to retire? Jeff touches on cost of living and wraps up the show with estate planning must haves.

    39 min
  4. The Retirement Clinic-12-27-25 – Should You Give Money to Your Adult Kids?

    JAN 13

    The Retirement Clinic-12-27-25 – Should You Give Money to Your Adult Kids?

    Jeff Kowal opens the show with thoughts on growing brands, social security, long-term care and new contribution limits for 2026. Later Chaunsy joins to discuss why you may want to start giving your money to your adult kids now. Then Jeff touches on why all your retirement savings shouldn’t be in a 401k and wraps up the show with his thoughts about giving money to your adult children.

    42 min
  5. The Retirement Clinic-12-20-25 – Wrapping Up 2025

    JAN 5

    The Retirement Clinic-12-20-25 – Wrapping Up 2025

    Aaron Spitzner and Chaunsy Weisensel discuss the state of the markets as the year comes to a close. Then Aaron shares insights regarding year-end tax planning and tax changes under the One Big Beautiful Bill Act. And Chaunsy wraps up the show with benefits of Health Savings Accounts.

    41 min
  6. The Retirement Clinic-12-6-25 – Simplifying Financial Decisions

    12/19/2025

    The Retirement Clinic-12-6-25 – Simplifying Financial Decisions

    Jeff Kowal discusses what can happen when one spouse makes all the financial decisions. Then he touches on life events that can derail your retirement plans. Later, Aaron Spitzner joins to share insights on transferring wealth and assets such as a home. And Jeff wraps up the show with trust reveals and money conversations.

    41 min
  7. The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities

    12/12/2025

    The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities

    Jeff Kowal and Aaron Spitzner discuss tax items in the big beautiful bill act including senior deductions and social security. Then Aaron touches on Trump accounts and how you can utilize them for your child. Later Jeff shares mistakes people make when transferring their 401ks to IRAs. Then Aaron and Jeff wrap up the show with estate planning mistakes to avoid.

    40 min
  8. The Retirement Clinic-11-15-25 – IRA Questions and Distribution Rules

    11/25/2025

    The Retirement Clinic-11-15-25 – IRA Questions and Distribution Rules

    Jeff Kowal opens the show by answering common IRA questions clients are asking financial advisors. Later Chaunsy Weisensel joins to discuss the lack of progress workers are making with retirement savings. Then Jeff touches on considerations for aging in place and wraps up the show why you need to look at total planning, not just what you have in stocks.

    41 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. 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 - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

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