EPISODE · Feb 2, 2022 · 41 MIN
The Retirement Clinic-1-22-22 – Financial To-do List for 2022
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal and Marie McFarland discuss your 2022 financial to-do list, explain how you can avoid penalties if you didn’t take your 2021 RMD, and examine the best and worst assets to leave to your heirs.
What this episode covers
Jeff Kowal and Marie McFarland discuss your 2022 financial to-do list, explain how you can avoid penalties if you didn’t take your 2021 RMD, and examine the best and worst assets to leave to your heirs.
NOW PLAYING
The Retirement Clinic-1-22-22 – Financial To-do List for 2022
No transcript for this episode yet
Similar Episodes
Feb 4, 2026 ·18m