EPISODE · May 16, 2025 · 44 MIN
The Retirement Clinic-5-10-25 – Chasing Returns
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Aaron Kowal discusses why chasing returns can hurt your portfolio, later Jeff Kowal shares thoughts on retirees moving to lower tax states and other expenses they need to consider, and Aaron wraps things up with retirement income optimizations.
What this episode covers
Aaron Kowal discusses why chasing returns can hurt your portfolio, later Jeff Kowal shares thoughts on retirees moving to lower tax states and other expenses they need to consider, and Aaron wraps things up with retirement income optimizations.
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The Retirement Clinic-5-10-25 – Chasing Returns
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