The Retirement Clinic-1-10-26 – 2025 in Summary and Planning Strategies for 2026

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

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 owners.

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This episode is 40 minutes long.

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This episode was published on January 28, 2026.

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