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

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

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.

Episode metadata supplied by the publisher feed · Published Jan 5, 2026

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

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