Kowal Investment Group - Now Creative Planning
The Kowal Investment Group - Now Creative Planning podcast offers guidance on retirement planning. It covers topics such as preparing for retirement, managing and consolidating retirement assets, and transferring business assets into retirement assets. The show provides retirement and investment planning tips and news. Episodes are previously recorded.
Episodes
The Retirement Clinic-8-22-26 – Lessons for Your Financial Life
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.
The Retirement Clinic-8-29-26 – The Honeymoon Phase of Retirement
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.
The Retirement Clinic-8-15-26 – Seasonal Living
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.
The Retirement Clinic-8-8-26 – Payday in Retirement
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.
The Retirement Clinic-8-1-26 – Retiring into a Down Market
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.
The Retirement Clinic-7-11-26 – Financial Scams
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.
The Retirement Clinic-7-25-26 – Healthspan vs Lifespan
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.
The Retirement Clinic-7-18-26 – Do I Stay or Do I Go?
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.
The Retirement Clinic-6-27-26 – The Gray Zone of Retirement Planning
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.
The Retirement Clinic-6-20-26 – The Overlooked Retirement Tax Break
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 lesson
The Retirement Clinic-6-13-26 – Considerations for Early and Delayed Retirement
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.
The Retirement Clinic-6-6-26 – Tips to Thrive in Retirement
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.
The Retirement Clinic-5-2-26 – Inherited Real Estate
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.
The Retirement Clinic-5-16-26 – The Great Wealth Transfer
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.
The Retirement Clinic-5-9-26 – Considerations for Your Tax Refund
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.
The Retirement Clinic-4-25-26 – The Magic Number You Need to Retire
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.
The Retirement Clinic-4-18-26 – What You Should Do with Your Old 401K
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.
The Retirement Clinic-4-4-26 – (Tax) Bracket Management
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.
The Retirement Clinic-3-28-26 – Retirement Planning Strategies
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
The Retirement Clinic-3-21-26 – The ‘Silver Tsunami’
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.
The Retirement Clinic-2-28-26 – AI and Financial Planning
Aaron Kowal discusses what artificial intelligence can and cannot do when it comes to financial planning. Later Jeff Kowal joins to share the best and worst housing markets for retirees and why cities in the mid-west are dominating the housing market. Then Aaron wraps up the show with romance scams and what to watch out for.
The Retirement Clinic-2-21-26 – 10 Things You Need to Know About Social Security
Jeff Kowal opens the show with a discussion on the 10 things you need to know about social security. Later Chaunsy Weisensel joins to share the top places to retire for your health and what factors to consider. Then Jeff touches on how rare it is to retire with a million dollars and wraps up the show with thoughts on the great wealth transfer.
The Retirement Clinic-2-14-26 – Longevity Planning
Aaron Kowal discusses longevity risk and key components for longevity planning. Later Jeff joins to share 5 financial blind spots for grieving spouses and how you can prepare now. Then Aaron touches on required minimum distribution planning and avoiding tax torpedoes. And wraps up the show with benefits of phantom equity.
The Retirement Clinic-2-7-26 – What To Do When Your Spouse Passes Away
Chaunsy Weisensel discusses the importance of having a plan in place and shares a checklist for what you should do if your spouse passes away. Later Jeff joins the show to examine how retiring early is becoming more difficult. Then Chaunsy wraps up the show with tips for teaching your children about money.
The Retirement Clinic-1-31-26 – Building Your Financial Plan
Aaron Spitzner opens the show with a review of the Creative Planning process and what you can expect from your initial meeting. Then he dives into how much money parents need to raise children. Later, Jeff Kowal joins to discuss spending in retirement and building a plan around what you have saved. And Aaron wraps up the show with why you shouldn’t rely on AI to plan your retirement and changes to
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.
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
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.
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.
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.
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.
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.
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.
The Retirement Clinic-11-1-25 – Time in the Market
Chaunsy Weisensel opens the show with a summary of markets in Q3 and the importance of time in the market. Later, he shares insights on behavioral finance and how you can change your mindset. And then Chaunsy closes the show with charitable donation changes in 2026.
The Retirement Clinic-10-25-25 – Catch-up Contributions
Aaron Kowal discusses the SECURE Act 2.0 and what high earners need to know. Then touches on ways you can catch up on retirement savings. Later Jeff Kowal joins to share how ‘401k leakage’ can drain your retirement savings dry. And Aaron wraps up the show with why wealth preservation matters.
The Retirement Clinic-10-18-25 – Key Social Security Considerations
Aaron Kowal discusses key considerations for determining when you should take social security. Jeff Kowal joins the show to share reasons you may want to take social security early. Then Aaron touches on 10 tech tools that can help support your retirement lifestyle and wraps up the show with 401k contribution limits and catch-ups.
The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More!
Aaron Spitzner opens the show with a discussion on interest rates and borrowing costs, then touches on tax strategies for non-qualified annuities. Later Jeff Kowal joins the show to discuss Roth IRAs and their growing popularity among young people. And Aaron Spitzner wraps up the show with catch-up contributions limits and changes.
The Retirement Clinic-9-27-25 – Retirement Savings – How do you stack up?
Aaron Kowal opens the show with a discussion on the average retirement savings by age group and the saving challenges each generation faces. Then shares 6 tips to help preserve and grow the value of your investments. Later Jeff joins the show to discuss how much Americans say they need to comfortably retire and touches on a common regret many women investors have. And Aaron wraps up the show with
The Retirement Clinic-9-20-25 – Why You Shouldn’t Take Financial Advice From Social Media
Aaron Spitzner and Chaunsy Weisensel open the show by touching on Kowal Investment Group’s move to Creative Planning, who Creative Planning is and the benefits to the clients. Aaron and Chaunsy then discuss why you shouldn’t take financial advice from social media and wrap up the show with home title theft, plus the things you should know before locking your home title.
The Retirement Clinic-4-12-25 – Navigating Market Volatility
Jeff Kowal discusses navigating market volatility and downturns in the market, shares insights on tax-loss harvesting, and touches on potential issues executors and beneficiaries face.
The Retirement Clinic-9-13-25 – Retirement Planning Regrets
Jeff Kowal explains how getting older is better than it used to be and touches on retirement planning regrets. Chaunsy joins to discuss navigating healthcare insurance when you retire early and various planning options. Then Jeff wraps up the show with insights regarding the widow tax.
The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren
Jeff Kowal and Aaron Spitzner discuss utilizing 529 plans and UTMA accounts to save money for children and grandchildren. Then dive into senior scams and cyber fraud and examine how you can protect the people you care about. Jeff and Aaron wrap up the show with thoughts on how you can protect your child’s inheritance.
The Retirement Clinic-8-23-25 – Planning to Help Protect Yourself and Your Family
Aaron Kowal shares how you can stress test your financial plan for major life events to help protect yourself and your family. Jeff joins to discuss what you need to know about retirement income and the IRS. Aaron touches on maximizing business liquidity and then wraps up the show with the power of gifting during your lifetime.
The Retirement Clinic-8-9-25 – Retirement Savings and Estate Planning
Jeff Kowal opens the show with a reminder about retirement account portability then discusses waning and waxing sibling bonds and how to safeguard them. Chaunsy Weisensel joins to share insights and tips for those who wish to retire early. Then Jeff touches on scam losses and taxes and wraps up the show with thoughts on estate planning priorities for people without children.
The Retirement Clinic-8-2-25 – Essential Documents
Aaron Kowal discusses the important documents every retiree should have and how each can help you and your estate. Jeff Kowal joins to discuss longevity among women and the great wealth transfer, and touches utilizing your 401k as an emergency fund. Then Aaron wraps up the show with insights on how you can protect your portfolio from heirs who aren’t ready.
The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth
Jeff Kowal discusses how sudden wealth can lead to financial mistakes and what you can do to manage it. Then touches on Americans using their 401k as an emergency fund, required minimum distributions, and social security. And wraps up the show with the dispute over Jimmy Buffett’s estate.
The Retirement Clinic-7-19-25 – Lower Taxes in Retirement
Aaron Kowal discusses how you can lower taxes in retirement without lowering your lifestyle, examines how the One Big Beautiful Bill Act influences succession planning, and wraps things up with how you can transfer wealth without turning your kids into brats.
The Retirement Clinic-7-12-25 – One Big Beautiful Bill Act
Aaron Kowal discusses the One Big Beautiful Bill Act, touches on many of the provisions within the bill, and explains why it is so important to work with a team of professionals to help you navigate through the latest laws.
The Retirement Clinic-6-28-25 – The Importance of Financial Organization
Chaunsy Weisensel examines the importance of financial organization and shares a ten-step checklist to help make sure you are on track with your financial goals. Jeff Kowal joins to discuss America’s biggest companies cutting their workforces and what to do if you are forced to retire early. Then Chaunsy wraps things up with direct indexing and how it can be utilized.
The Retirement Clinic-6-14-25 – Are your saving enough for retirement?
Jeff Kowal and Aaron Spitzner share new reporting updates for 2025 qualified charitable distributions, discuss how much Americans are saving for retirement and determining how much they may need in retirement. Then Jeff and Aaron wrap things up by touching on five common financial mistakes people make when getting divorced.
The Retirement Clinic-6-7-25 – Comprehensive Planning
Aaron Kowal discusses why you should model your retirement plan more like a family office than a 401k to achieve a more comprehensive approach and touches on inherited IRA rules. Jeff joins to share insights regarding taxes on retirement income. Aaron wraps things up with purpose-based asset segmentation.
The Retirement Clinic-5-31-25 – Behavioral Investing Mistakes
Aaron Kowal discusses the behavioral investing mistakes made by many investors and shares tax strategies to consider in succession planning. Later, Jeff joins to discuss IRAs and how they are different and shares a tax fraud scheme from the headlines. Then Aaron wraps things up by examining how tax-loss harvesting can be used in tax planning.
The Retirement Clinic-5-17-25 – Tax Planning for Your Estate, Business, and More
Aaron Kowal discusses what investors should and should not do in the face of increasing prices, shares estate planning updates related to the Tax Cuts and Jobs Act, Jeff Kowal examines common mistakes made amid a divorce, and Aaron touches on charitable giving strategies for Retirees.
The Retirement Clinic-5-10-25 – Chasing Returns
Aaron Kowal discusses why chasing returns can hurt your portfolio, later Jeff Kowal shares thoughts on retirees moving to lower tax states and other expenses they need to consider, and Aaron wraps things up with retirement income optimizations.
The Retirement Clinic-4-26-25 – Tax Considerations
Aaron Spitzner and Tom Krueger discuss the new landscape for retirement, share insights on Roth IRAs, Roth Conversions, and taxes, and examine tax benefits or lack thereof when relocating.
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.
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.
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.
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.
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.
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.
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.
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.
The Retirement Clinic-1-25-25 – Retirement Milestones
Jeff Kowal examines retirement milestones and rules to keep in mind, Aaron Spitzner joins the show to discuss 4 changes to retirement accounts in 2025, and Jeff shares insights for the ultra-high net worth and the affluent.
The Retirement Clinic-1-18-25 – Kowal Investment Group Is Now Creative Planning
Chaunsy Weisensel and Tom Krueger discuss the move to Creative Planning and the services available, share retirement advice for couples, and examine mistakes every investor makes and how to avoid them.
The Retirement Clinic-1-11-25 – 2025 Retirement Changes
Jeff Kowal discusses 2025 changes to contribution limits and more, shares insights for Millennials saving for retirement, and gives thoughts on retirees’ fears about outliving their money and spending rates.
The Retirement Clinic-12-7-24 – How to Not Ruin Your Kids with Money
Jeff Kowal and guest Mark Shiller, attorney with Certus Legal Group, discuss people’s varying relationships with money, how money can change you, and examine common estate planning mistakes people make.
The Retirement Clinic-11-23-24 – Important Insurance Considerations
Aaron Kowal and guest Brian MacGillis of MacGillis Insurance discuss increases in insurance costs and what is contributing to it, highlight various types of insurance coverage, examine the need for cybersecurity insurance, and share insights regarding property and casualty insurance for high-net-worth individuals.
The Retirement Clinic-11-16-24 – Best and Worst States to Retire In
Chaunsy Weisensel shares the best and worst states to retire in and why, discuss why you are not too young for an estate plan, and Jeff Kowal joins to share insights regarding Roth conversions and required minimum distributions.
The Retirement Clinic-11-9-24 – Long-term Care
John White and guest Mike Smith of CPS Horizon highlight November as Long-term Care Awareness Month and why it is so important, examine costs of Long-term Care with and without coverage, share insights for determining the coverage you need, and touch on inherited IRAs.
The Retirement Clinic-10-26-24 – Medicare Annual Enrollment
Aaron Spitzner and Mark Maynard of Senior Benefit Solutions discuss Medicare annual enrollment, answer common Medicare questions, and share insights regarding income planning for Medicare premiums.
WKLH - 10-18-24 – Alyssa Johnson Interview – The Best Time to Start Planning
WKLH’s Dave and Dorene ask Alyssa Johnson when the best time is to meet with an advisor, discuss the importance of women being involved in the process, share educational opportunities Kowal [Investment Group offers throughout the year, and what the process is to get started with Kowal.
WKLH - 10-18-24 – Aaron Spitzner Interview – Fee-based vs. Commission-based
WKLH's Dave and Dorene ask Aaron Spitzner about what it means to be a Fiduciary, discuss fee-based versus commission-based, the benefits of working with a Financial Advisor, and navigating different scenarios.
WKLH - 10-18-24 – Jeff Kowal Interview – Retirement Planning
WKLH's Dave and Dorene share personal experiences with Jeff Kowal, discuss planning for retirement and ‘what if’ scenarios, and touch on changing your mindset in retirement.
The Retirement Clinic-10-19-24 – The Importance of an Estate Plan
John White and guest Gifford Collins of Collins Law discuss the importance of estate plans and why you need one, shared insights regarding preparing an estate plan, and examine the potential sunsetting of the Tax Cuts and Jobs Act.
The Retirement Clinic-10-5-24 – Election Impact on the Stock Market
Jeff Kowal and Aaron Spitzner discuss the impact the upcoming election may have on the stock market, share thoughts on retirement savings early withdrawals and savings mistakes, and examine how you can help your family wealth last for generations.
The Retirement Clinic-9-28-24 – Considerations Before Retirement
Jeff Kowal and Joe Still discuss things you should consider before retirement, examine the pros and cons of early retirement, and share common reasons why families argue over inheritances and how to avoid them.
The Retirement Clinic-9-14-24 – Selling A Business
Aaron Kowal and guest Tim Nettesheim of N2 Advantage Law discuss negotiations when selling a business, share insights on when it is a good time to sell your business, and examine how the current economy and upcoming election play a role in selling conditions.
The Retirement Clinic-9-7-24 – Buyer Beware
Aaron Spitzner shares “buyer beware” situations with annuities and fraud, Jeff joins to examine what you should do with your 401k when you retire, and Aaron discusses strategies to avoid a big tax bill when you inherit an IRA.
The Retirement Clinic-8-24-24 – Behavioral Finance and Investing
John White discusses behavioral finance and the emotional side of investing, Jeff Kowal joins to share milestone dates and rules to keep in mind in retirement, and warp things up by touching on the upcoming presidential election and the stock market.
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