EPISODE · Dec 1, 2023 · 44 MIN
The Retirement Clinic-11-18-23 – Year-end Tax Planning
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal and Marie McFarland discuss year-end tax planning items to consider, share thoughts on how you know when to retire, and navigate potentially risky money moves in retirement.
What this episode covers
Jeff Kowal and Marie McFarland discuss year-end tax planning items to consider, share thoughts on how you know when to retire, and navigate potentially risky money moves in retirement.
NOW PLAYING
The Retirement Clinic-11-18-23 – Year-end Tax Planning
No transcript for this episode yet
Similar Episodes
Feb 4, 2026 ·18m