The Retirement Clinic-1-31-26 – Building Your Financial Plan

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

Aaron Spitzner opens the show with a review of the Creative Planning process and what you can expect from your initial meeting. Then he dives into how much money parents need to raise children. Later, Jeff Kowal joins to discuss spending in retirement and building a plan around what you have saved. And Aaron wraps up the show with why you shouldn’t rely on AI to plan your retirement and changes to thrift savings plans.

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This episode is 42 minutes long.

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This episode was published on February 11, 2026.

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