EPISODE · Apr 9, 2026 · 41 MIN
The Retirement Clinic-3-21-26 – The ‘Silver Tsunami’
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal examines the ‘silver tsunami’ and what it could mean for millions of jobs, employees and the small business landscape. Later Aaron Spitzner joins the show to discuss Roth conversions and what factors you should consider. Then Jeff wraps up with thoughts on adult kids getting their inheritance sooner and how parents are doing it.
What this episode covers
Jeff Kowal examines the ‘silver tsunami’ and what it could mean for millions of jobs, employees and the small business landscape. Later Aaron Spitzner joins the show to discuss Roth conversions and what factors you should consider. Then Jeff wraps up with thoughts on adult kids getting their inheritance sooner and how parents are doing it.
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The Retirement Clinic-3-21-26 – The ‘Silver Tsunami’
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