Advertise on podcast: Kowal Investment Group - Now Creative Planning

Rating

★★★★★

from

2 reviews

Description

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.**

Unlock Kowal Investment Group - Now Creative Planning podcast Email contact info,
Listeners & Audience details

Email contact information

Direct podcast contact details

Listeners

Audience numbers & engagement insights

Audience details

Podcast Insights

Podcast episodes

Check latest episodes from Kowal Investment Group - Now Creative Planning podcast

The Retirement Clinic-9-26-26 – Year-end Tax Planning

2026/10/25

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.

The Retirement Clinic-9-12-26 – Caregiver Burnout

2026/10/17

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.

The Retirement Clinic-8-22-26 – Lessons for Your Financial Life

2026/09/12

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

2026/09/05

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

2026/09/01

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

2026/08/22

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

2026/08/15

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

2026/08/06

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

2026/08/02

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?

2026/07/25

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

2026/07/13

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

2026/07/10

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.

The Retirement Clinic-6-13-26 – Considerations for Early and Delayed Retirement

2026/07/02

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

2026/06/29

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

2026/06/26

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.