EPISODE · Aug 13, 2025 · 45 MIN
The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal discusses how sudden wealth can lead to financial mistakes and what you can do to manage it. Then touches on Americans using their 401k as an emergency fund, required minimum distributions, and social security. And wraps up the show with the dispute over Jimmy Buffett’s estate.
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The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth
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