PodParley PodParley
PodParley
The Retirement Clinic-9/7/19-Is it Time to Fire Your Financial Advisor? episode artwork

EPISODE · Sep 17, 2019 · 43 MIN

The Retirement Clinic-9/7/19-Is it Time to Fire Your Financial Advisor?

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

Financial Advisors Aaron Spitzner and Joe Still join the show to share insights into when it might be time to fire your financial advisor, and IRA planning opportunities to reduce tax implications in retirement. The team discusses current market performance, as well as the importance of business succession planning.

What this episode covers

Financial Advisors Aaron Spitzner and Joe Still join the show to share insights into when it might be time to fire your financial advisor, and IRA planning opportunities to reduce tax implications in retirement. The team discusses current market performance, as well as the importance of business succession planning.

NOW PLAYING

The Retirement Clinic-9/7/19-Is it Time to Fire Your Financial Advisor?

0:00 43:54

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Why Live and Evergreen Models Both Fall Short

Feb 4, 2026 ·18m

Similar Podcasts

PodQuesting Dwight J Randolph- WolfShield Media PodQuesting: -By WolfShield Media and Dwight J RandolphJoin us on an exciting journey to master the world of fiction podcasting! At PodQuesting, we document our quest to improve and innovate, sharing valuable insights, strategies, and behind-the-scenes tips along the way. Whether you're an experienced podcaster or just starting your first show, our podcast is your go-to resource for everything podcasting.Discover practical advice, creative techniques, and lessons from our own experiences as we explore the ever-evolving podcasting landscape. Ready to level up your skills and embark on this adventure with us? Tune in and join the quest!Have questions or feedback? Reach out to us at [email protected] and visit our website:WolfShield.Media LIGHTS, CAMERA, SMILE! Creatives Club Media Lights, Camera, Smile, is a podcast for anyone with a dream to share something with the world, out of the overflow of themselves - be it their mind, their heart, their personalities, and much more. Each of us are alive in this moment in time, with an innate ability to have ideas and create various things to benefit both ourselves and the people around us for a reason, and here, you will find the encouragement, the inspiration, and the motivation to do just that. Hosted by Cicily, founder of Creatives Club, she dives into various topics surrounding creativity and business. Exploring entrepreneurship for creatives in a corporate reality, sharing tips and tricks in a media centered company, answering questions regarding what a creative actually is are just a few of the things discussed on this podcast. Be encouraged to create for yourself as Cicily gets vulnerable by pivoting the camera to herself for the first time.To submit questions for Cicily to answer, or have her address certain t Chewing the Fat with WorkForge WorkForge Bite-Sized Conversations for Building a Stronger Workforce Welcome to Chewing the Fat, a podcast delving deep into the world of food manufacturing. Dive into real conversations around critical topics like staffing, retention, onboarding, and career development in this essential industry. Subscribe now to gain insights from your peers, subject matter experts and more on the biggest issues facing food manufacturers today: -Hiring and retaining employees -Addressing the challenges of the Silver Tsunami -Improving time to productivity of new employees -Engaging employees from hire to retire And more... Tune in to Chewing the Fat, a WorkForge podcast, and join the conversation on how to build and sustain a resilient, high-performing workforce in food manufacturing. The Course Mentors Podcast The Course Mentors Hey there, future course creator!Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon!Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks.No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself.Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

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

This episode is 43 minutes long.

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

This episode was published on September 17, 2019.

What is this episode about?

Financial Advisors Aaron Spitzner and Joe Still join the show to share insights into when it might be time to fire your financial advisor, and IRA planning opportunities to reduce tax implications in retirement. The team discusses current market...

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

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!