The Retirement Clinic-1-24-26 – Financial Organization and Life Events

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

Jeff Kowal discusses the dangers of one spouse handling all the finances and the importance of organization and consolidation. Later, Chaunsy joins to share insights on life expectancy and financial planning. Then Jeff touches on early retirement distribution penalties and exceptions and wraps up the show with navigating unexpected health and financial issues.

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This episode is 39 minutes long.

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This episode was published on February 4, 2026.

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