The Retirement Clinic-8-2-25 – Essential Documents

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

Aaron Kowal discusses the important documents every retiree should have and how each can help you and your estate. Jeff Kowal joins to discuss longevity among women and the great wealth transfer, and touches utilizing your 401k as an emergency fund. Then Aaron wraps up the show with insights on how you can protect your portfolio from heirs who aren’t ready.

Episode metadata supplied by the publisher feed · Published Aug 18, 2025

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The Retirement Clinic-8-2-25 – Essential Documents

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