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The Retirement Clinic-5-16-26 – The Great Wealth Transfer episode artwork

EPISODE · Jun 22, 2026 · 40 MIN

The Retirement Clinic-5-16-26 – The Great Wealth Transfer

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

Aaron Kowal discusses the great wealth transfer happening now and important estate planning essentials for families. Later Jeff joins the show to talk about workers who are opting to retire instead of learning AI. Then Aaron wraps up the show with concentrated stocks and diversification strategies that can help alleviate the tax burden.

What this episode covers

Aaron Kowal discusses the great wealth transfer happening now and important estate planning essentials for families. Later Jeff joins the show to talk about workers who are opting to retire instead of learning AI. Then Aaron wraps up the show with concentrated stocks and diversification strategies that can help alleviate the tax burden.

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The Retirement Clinic-5-16-26 – The Great Wealth Transfer

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Frequently Asked Questions

How long is this episode of Kowal Investment Group - Now Creative Planning?

This episode is 40 minutes long.

When was this Kowal Investment Group - Now Creative Planning episode published?

This episode was published on June 22, 2026.

What is this episode about?

Aaron Kowal discusses the great wealth transfer happening now and important estate planning essentials for families. Later Jeff joins the show to talk about workers who are opting to retire instead of learning AI. Then Aaron wraps up the show with...

Can I download this Kowal Investment Group - Now Creative Planning episode?

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