The Retirement Clinic-5-9-26 – Considerations for Your Tax Refund

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

Chaunsy Weisensel discusses the implications of 2025 tax law changes and the refunds some are receiving, plus considerations for your refund. Later Jeff joins the show to examine the slow fade to retirement and why you may want to collect social security while you’re still working. Then Chaunsy wraps up the show with the Creative Planning process and what you can expect from your initial meetings.

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This episode is 42 minutes long.

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This episode was published on June 20, 2026.

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