EPISODE · May 26, 2022 · 42 MIN
The Retirement Clinic-5-14-22 – Do I need to change my financial plan?
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Aaron Spitzner and John White share an update on the current economy and stock market, discuss the importance of planning for Social Security, answer a caller’s question about Roth IRA conversions, share insights into why some retirees are re-joining the workforce, and examine the anticipated passage of the SECURE Act 2.0.
What this episode covers
Aaron Spitzner and John White share an update on the current economy and stock market, discuss the importance of planning for Social Security, answer a caller’s question about Roth IRA conversions, share insights into why some retirees are re-joining the workforce, and examine the anticipated passage of the SECURE Act 2.0.
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The Retirement Clinic-5-14-22 – Do I need to change my financial plan?
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