The Retirement Clinic-12-20-25 – Wrapping Up 2025

What this episode covers

Aaron Spitzner and Chaunsy Weisensel discuss the state of the markets as the year comes to a close. Then Aaron shares insights regarding year-end tax planning and tax changes under the One Big Beautiful Bill Act. And Chaunsy wraps up the show with benefits of Health Savings Accounts.

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How long is this episode of Kowal Investment Group - Now Creative Planning?

This episode is 41 minutes long.

When was this Kowal Investment Group - Now Creative Planning episode published?

This episode was published on January 5, 2026.

What is this episode about?

Aaron Spitzner and Chaunsy Weisensel discuss the state of the markets as the year comes to a close. Then Aaron shares insights regarding year-end tax planning and tax changes under the One Big Beautiful Bill Act. And Chaunsy wraps up the show with...

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