The Retirement Clinic-12-6-25 – Simplifying Financial Decisions

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

Jeff Kowal discusses what can happen when one spouse makes all the financial decisions. Then he touches on life events that can derail your retirement plans. Later, Aaron Spitzner joins to share insights on transferring wealth and assets such as a home. And Jeff wraps up the show with trust reveals and money conversations.

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This episode is 40 minutes long.

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This episode was published on December 19, 2025.

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