The Retirement Clinic-5-31-25 – Behavioral Investing Mistakes

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

Aaron Kowal discusses the behavioral investing mistakes made by many investors and shares tax strategies to consider in succession planning. Later, Jeff joins to discuss IRAs and how they are different and shares a tax fraud scheme from the headlines. Then Aaron wraps things up by examining how tax-loss harvesting can be used in tax planning.

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This episode is 45 minutes long.

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This episode was published on June 6, 2025.

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