Episodes
356
Latest episode
Oct 2026
Language
EN
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.**
Aaron Kowal discusses year-end tax planning moves to check off your list now and important rules to consider. Later Jeff Kowal addresses what it takes to be high-net-worth in 2026. Then Aaron wraps up the show with seasonal living and things to consider before you change your domicile.
Jeff Kowal discusses the toll of being the caregiver and tapping into resources available to you. Later Anthony Priester joins the show to address retirement angst and the challenges aging citizens face. And Jeff wraps up the show with what some say they wish they knew at 45.
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.
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.
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.
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.
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.
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.
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.
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.
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Statera Asset Management
Tom Haugh
Brian Rose
Nikki Lewallen Gregory
Jordan
Kerry Walsh
