Kowal Investment Group - Now Creative Planning

Kowal Investment Group - Now Creative Planning
Kowal Investment Group - Now Creative Planning

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-4-5-25 – Retirement Myths

    APR 18

    The Retirement Clinic-4-5-25 – Retirement Myths

    Chaunsy Weisensel and John White share myths about retirement savings, spending, and more, examine market volatility and history of the markets, and discuss how you can help your children understand money and finances.

    44 min
  2. The Retirement Clinic-3-29-25 – Social Security

    APR 11

    The Retirement Clinic-3-29-25 – Social Security

    Jeff Kowal and guest Karyl Richson discuss how social security was first issued and the confusion around the deceased, examine social security overpayments and the annual earnings limit, and share a story around unintentional fraud and lessons to be learned.

    44 min
  3. The Retirement Clinic-3-22-25 – Enjoying Retirement

    APR 3

    The Retirement Clinic-3-22-25 – Enjoying Retirement

    Joe Still and Tom Krueger discuss things to do in volatile markets and things to avoid, share the top 10 ways to enjoy your retirement, and highlight the top active adult communities in 2025.

    43 min
  4. The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams

    MAR 26

    The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams

    Aaron Kowal shares common overlooked tax deductions, touches on the benefits of succession planning, discusses the dirty dozen tax scams to avoid, and wraps up with Direct Indexing.

    43 min
  5. The Retirement Clinic-3-8-25 – Financial Health

    MAR 19

    The Retirement Clinic-3-8-25 – Financial Health

    Aaron Spitzner examines risk for those with Dementia and the potential impacts on their financial health, Jeff Kowal joins to share the best things about retirement, Aaron touches on gift tax reminders, and wraps up the show with frequently asked questions on Umbrella Insurance.

    52 min
  6. The Retirement Clinic-3-1-25 – Estate Plan Basics

    MAR 13

    The Retirement Clinic-3-1-25 – Estate Plan Basics

    Joe Still and John White share withdrawal strategies and your retirement plan, discuss estate plan basics, and examine the key components of an estate plan.

    45 min
  7. The Retirement Clinic-2-22-25 – Common IRA Questions

    MAR 7

    The Retirement Clinic-2-22-25 – Common IRA Questions

    Jeff Kowal and Chaunsy Weisensel examine the additional services and resources offered through Creative Planning and the events that push people to meet with a financial advisor, Jeff discusses some common IRA questions, and shares things you can do now to make your estate simpler for your heirs.

    46 min
  8. The Retirement Clinic-2-8-25 – The Scarcity Mindset

    FEB 28

    The Retirement Clinic-2-8-25 – The Scarcity Mindset

    Jeff Kowal discusses the scarcity mindset, working to change your mindset and behaviors in retirement, Chaunsy Weisensel joins to share updates for 2025 catch-up contributions and other options to consider, Jeff touches on tech support scams, and examines estate planning nightmares.

    42 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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