Episodes
351
Latest episode
Aug 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 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.
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.
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 lessons.
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.
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.
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.
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