//podcastplus.net/feed/kowal-investment-group~986ef2b0 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.** Tue, 21 Apr 2026 02:53:55 +0000 https://feeds.soundcloud.com/stream/1828914768-kowal-investment-group-the-retirement-clinic-5-11-24-retirement-savings-concerns.mp3 Aaron Spitzner and Chaunsy Weisensel discuss the average age Americans are retiring at – it's sooner than planned, examine why some are concerned they cannot achieve financial security in retirement, and share insights on qualified charitable distributions and donor-advised funds. Thu, 23 May 2024 21:56:00 +0000 https://feeds.soundcloud.com/stream/1828914768-kowal-investment-group-the-retirement-clinic-5-11-24-retirement-savings-concerns.mp3 https://feeds.soundcloud.com/stream/1679459109-kowal-investment-group-the-retirement-clinic-11-18-23-year-end-tax-planning.mp3 Jeff Kowal and Marie McFarland discuss year-end tax planning items to consider, share thoughts on how you know when to retire, and navigate potentially risky money moves in retirement. Fri, 01 Dec 2023 17:51:09 +0000 https://feeds.soundcloud.com/stream/1679459109-kowal-investment-group-the-retirement-clinic-11-18-23-year-end-tax-planning.mp3 https://feeds.soundcloud.com/stream/1670204526-kowal-investment-group-the-retirement-clinic-11-11-23-transitioning-to-retirement.mp3 Jeff Kowal and Joe Still discuss the process of transitioning into retirement, share year-end tax saving opportunities, touch on rule changes coming in 2024, and examine considerations regarding passing money onto your heirs before or after you pass away. Mon, 20 Nov 2023 19:15:01 +0000 https://feeds.soundcloud.com/stream/1670204526-kowal-investment-group-the-retirement-clinic-11-11-23-transitioning-to-retirement.mp3 https://feeds.soundcloud.com/stream/1644847533-kowal-investment-group-the-retirement-clinic-10-7-23-will-you-have-enough.mp3 John White and Chaunsy Weisensel apply the Monte Carlo Analysis to investing and rate of returns, discuss common questions clients are asking about retirement, and share estate planning mistakes to avoid. Thu, 19 Oct 2023 21:35:31 +0000 https://feeds.soundcloud.com/stream/1644847533-kowal-investment-group-the-retirement-clinic-10-7-23-will-you-have-enough.mp3 https://feeds.soundcloud.com/stream/1640033508-kowal-investment-group-the-retirement-clinic-9-30-23-financial-security.mp3 Jeff Kowal addresses concerns for retirees amid the looming government shutdown, discusses how Americans are feeling about their financial security, shares insights on after-tax retirement accounts, and reviews tax breaks and benefits of Qualified Charitable Distributions. Fri, 13 Oct 2023 17:44:09 +0000 https://feeds.soundcloud.com/stream/1640033508-kowal-investment-group-the-retirement-clinic-9-30-23-financial-security.mp3 https://feeds.soundcloud.com/stream/1637767752-kowal-investment-group-the-retirement-clinic-9-23-23-investor-behavior.mp3 Aaron Spitzner and Chaunsy Weisensel discuss investor behavior and returns, review strategies for minimizing your taxes in retirement, and share insights for investors who are making interest income on bonds and CDs. Wed, 11 Oct 2023 21:23:52 +0000 https://feeds.soundcloud.com/stream/1637767752-kowal-investment-group-the-retirement-clinic-9-23-23-investor-behavior.mp3 https://feeds.soundcloud.com/stream/1627027599-kowal-investment-group-the-retirement-clinic-9-16-23-insurance-coverage.mp3 Aaron Kowal and guest Brian MacGillis of MacGillis Insurance discuss changes we are seeing in insurance rates, what is causing rate increases, understanding your insurance coverage, reviewing various types of insurance, and touching on insurance needs for high-value homes. Wed, 27 Sep 2023 21:40:59 +0000 https://feeds.soundcloud.com/stream/1627027599-kowal-investment-group-the-retirement-clinic-9-16-23-insurance-coverage.mp3 https://feeds.soundcloud.com/stream/1622125311-kowal-investment-group-the-retirement-clinic-9-9-23-taxes-and-retirement.mp3 Jeff Kowal celebrates 22 years of The Retirement Clinic, discusses how articles on 401k hardship and 401k millionaires can both be true, examines tricky tax questions for IRA owners, and shares insights into taking advantage of Trump’s tax cuts before they expire. Thu, 21 Sep 2023 20:14:29 +0000 https://feeds.soundcloud.com/stream/1622125311-kowal-investment-group-the-retirement-clinic-9-9-23-taxes-and-retirement.mp3 https://feeds.soundcloud.com/stream/1521536929-kowal-investment-group-the-retirement-clinic-5-13-23-fdic-and-spic-coverage.mp3 Aaron Spitzner and Chaunsy Weisensel share insights regarding FDIC coverage and SPIC coverage, examine the confidence level of retirees in retirement, and discuss things to consider as you prepare to pass an inheritance to your children. Wed, 24 May 2023 15:35:55 +0000 https://feeds.soundcloud.com/stream/1521536929-kowal-investment-group-the-retirement-clinic-5-13-23-fdic-and-spic-coverage.mp3 https://feeds.soundcloud.com/stream/1517845924-kowal-investment-group-the-retirement-clinic-5-6-23-insurance-and-your-financial-plan.mp3 John White and Mike Smith of CPS Horizon the crucial role life insurance plays in a financial plan, share insights regarding long-term care insurance, and discuss planning for the end of the Tax Cuts and Jobs Act as it relates to estate planning. Fri, 19 May 2023 16:45:09 +0000 https://feeds.soundcloud.com/stream/1517845924-kowal-investment-group-the-retirement-clinic-5-6-23-insurance-and-your-financial-plan.mp3