EPISODE · Feb 16, 2024 · 44 MIN
The Retirement Clinic-1-27-24 – Retiree’s Biggest Mistakes
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Joe Still and Jeff Kowal share the biggest mistakes retirees say they have made and what they would do different, discuss the savings issues of many Gen Xers and what they can do different, and examine the rules when a trust or estate is named as the IRA beneficiary.
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The Retirement Clinic-1-27-24 – Retiree’s Biggest Mistakes
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This episode was published on February 16, 2024.
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