All Episodes
Kowal Investment Group - Now Creative Planning — 337 episodes
The Retirement Clinic-4-4-26 – (Tax) Bracket Management
The Retirement Clinic-3-28-26 – Retirement Planning Strategies
The Retirement Clinic-3-21-26 – The ‘Silver Tsunami’
The Retirement Clinic-2-28-26 – AI and Financial Planning
The Retirement Clinic-2-21-26 – 10 Things You Need to Know About Social Security
The Retirement Clinic-2-14-26 – Longevity Planning
The Retirement Clinic-2-7-26 – What To Do When Your Spouse Passes Away
The Retirement Clinic-1-31-26 – Building Your Financial Plan
The Retirement Clinic-1-24-26 – Financial Organization and Life Events
The Retirement Clinic-1-10-26 – 2025 in Summary and Planning Strategies for 2026
The Retirement Clinic-1-3-26 – Don’t Outlive Your Money
The Retirement Clinic-12-27-25 – Should You Give Money to Your Adult Kids?
The Retirement Clinic-12-20-25 – Wrapping Up 2025
The Retirement Clinic-12-6-25 – Simplifying Financial Decisions
The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities
The Retirement Clinic-11-15-25 – IRA Questions and Distribution Rules
The Retirement Clinic-11-1-25 – Time in the Market
The Retirement Clinic-10-25-25 – Catch-up Contributions
The Retirement Clinic-10-18-25 – Key Social Security Considerations
The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More!
The Retirement Clinic-9-27-25 – Retirement Savings – How do you stack up?
The Retirement Clinic-9-20-25 – Why You Shouldn’t Take Financial Advice From Social Media
The Retirement Clinic-4-12-25 – Navigating Market Volatility
The Retirement Clinic-9-13-25 – Retirement Planning Regrets
The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren
The Retirement Clinic-8-23-25 – Planning to Help Protect Yourself and Your Family
The Retirement Clinic-8-9-25 – Retirement Savings and Estate Planning
The Retirement Clinic-8-2-25 – Essential Documents
The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth
The Retirement Clinic-7-19-25 – Lower Taxes in Retirement
The Retirement Clinic-7-12-25 – One Big Beautiful Bill Act
The Retirement Clinic-6-28-25 – The Importance of Financial Organization
The Retirement Clinic-6-14-25 – Are your saving enough for retirement?
The Retirement Clinic-6-7-25 – Comprehensive Planning
The Retirement Clinic-5-31-25 – Behavioral Investing Mistakes
The Retirement Clinic-5-17-25 – Tax Planning for Your Estate, Business, and More
The Retirement Clinic-5-10-25 – Chasing Returns
The Retirement Clinic-4-26-25 – Tax Considerations
The Retirement Clinic-4-5-25 – Retirement Myths
The Retirement Clinic-3-29-25 – Social Security
The Retirement Clinic-3-22-25 – Enjoying Retirement
The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams
The Retirement Clinic-3-8-25 – Financial Health
The Retirement Clinic-3-1-25 – Estate Plan Basics
The Retirement Clinic-2-22-25 – Common IRA Questions
The Retirement Clinic-2-8-25 – The Scarcity Mindset
The Retirement Clinic-1-25-25 – Retirement Milestones
The Retirement Clinic-1-18-25 – Kowal Investment Group Is Now Creative Planning
The Retirement Clinic-1-11-25 – 2025 Retirement Changes
The Retirement Clinic-12-7-24 – How to Not Ruin Your Kids with Money
The Retirement Clinic-11-23-24 – Important Insurance Considerations
The Retirement Clinic-11-16-24 – Best and Worst States to Retire In
The Retirement Clinic-11-9-24 – Long-term Care
The Retirement Clinic-10-26-24 – Medicare Annual Enrollment
WKLH - 10-18-24 – Alyssa Johnson Interview – The Best Time to Start Planning
WKLH - 10-18-24 – Aaron Spitzner Interview – Fee-based vs. Commission-based
WKLH - 10-18-24 – Jeff Kowal Interview – Retirement Planning
The Retirement Clinic-10-19-24 – The Importance of an Estate Plan
The Retirement Clinic-10-5-24 – Election Impact on the Stock Market
The Retirement Clinic-9-28-24 – Considerations Before Retirement
The Retirement Clinic-9-14-24 – Selling A Business
The Retirement Clinic-9-7-24 – Buyer Beware
The Retirement Clinic-8-24-24 – Behavioral Finance and Investing
The Retirement Clinic-8-17-24 – What is a Fiduciary
The Retirement Clinic-8-10-24 – Generational Wealth
The Retirement Clinic-8-3-24 – Determining Your Insurance Needs
The Retirement Clinic-7-27-24 – Proper Planning for Your Retirement
The Retirement Clinic-7-20-24 – Expenses You May Spend Less on in Retirement
The Retirement Clinic-7-13-24 – When You Need an Estate Plan
The Retirement Clinic-7-6-24 – Where to After Retirement?
The Retirement Clinic-6-29-24 – Retirement Finances
The Retirement Clinic-6-22-24 – Creating a Plan for Social Security Benefits
The Retirement Clinic-6-15-24 – Selling Your Business
The Retirement Clinic-6-8-24 – Retirement Planning Considerations
The Retirement Clinic-6-1-24 – Why You May Need a Corporate Trustee
The Retirement Clinic-5-18-24 – AI & Cybersecurity
The Retirement Clinic-5-11-24 – Retirement Savings Concerns
The Retirement Clinic-5-4-24 – Medicare Planning for Retirement
The Retirement Clinic-4-27-24 – Special Needs Trusts
The Retirement Clinic-4-20-24 – The Retirement Magic Number
The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans
The Retirement Clinic-4-6-24 – Are Americans Prepared for Retirement?
The Retirement Clinic-3-30-24 – Navigating Social Security
The Retirement Clinic-3-23-24 – Early Withdrawals and Common Mistakes
The Retirement Clinic-3-16-24 – Understanding Long-term Care
The Retirement Clinic-3-2-24 – Little Known Rules about IRA Contributions
The Retirement Clinic-2-24-24 – End of Life Planning
The Retirement Clinic-2-17-24 – Added Value of Working with a Financial Advisor
The Retirement Clinic-2-10-24 – The Great Wealth Transfer
The Retirement Clinic-2-3-24 – Tax Return Red Flags
The Retirement Clinic-1-27-24 – Retiree’s Biggest Mistakes
The Retirement Clinic-1-20-24 – What’s ahead in 2024
The Retirement Clinic-1-13-24 – The Estate Planning Process
The Retirement Clinic-1-6-24 – Making Financial Decisions Together
The Retirement Clinic-12-23-23 – Retirement Decisions
The Retirement Clinic-12-16-23 – Wealth and Taxes
The Retirement Clinic-12-9-23 – Reducing Taxes
The Retirement Clinic-12-2-23 – HSAs and FSAs
The Retirement Clinic-11-18-23 – Year-end Tax Planning
The Retirement Clinic-11-11-23 – Transitioning to Retirement
The Retirement Clinic-10-28-23 – Keep Family Wealth in the Family
The Retirement Clinic-11-4-23 – Investing 101
The Retirement Clinic-10-21-23 – Medicare Plans and Coverage
The Retirement Clinic-10-14-23 – Pre-retirement Checklist
The Retirement Clinic-10-7-23 – Will you have enough?
The Retirement Clinic-9-30-23 – Financial Security
The Retirement Clinic-9-23-23 – Investor Behavior
The Retirement Clinic-9-16-23 – Insurance Coverage
The Retirement Clinic-9-9-23 – Taxes and Retirement
The Retirement Clinic-8-26-23 – Everyone Should Have an Estate Plan
The Retirement Clinic-8-19-23 – Barriers to Breakdown for a Successful Retirement
The Retirement Clinic-8-12-23 – Understanding Expenses in Retirement
The Retirement Clinic-8-5-23 – When to Fire Your Financial Advisor
The Retirement Clinic-7-29-23 – Cybersecurity Threats
The Retirement Clinic-7-22-23 – Creating a Happy Retirement
The Retirement Clinic-7-15-23 – Distribution Strategies
The Retirement Clinic-7-1-23 – Avoiding IRA Mistakes
The Retirement Clinic-7-8-23 – Converting Wealth into a Lifestyle
The Retirement Clinic-6-24-23 – Fulfillment in Retirement
The Retirement Clinic-6-17-23 – Planning How to Crack Your Nest Egg
The Retirement Clinic-6-10-23 – Having the Right Estate Plan
The Retirement Clinic-6-3-23 – Blueprint for Retirement Planning
The Retirement Clinic-5-20-23 – Selling Your Business
The Retirement Clinic-5-13-23 – FDIC and SPIC Coverage
The Retirement Clinic-5-6-23 – Insurance and Your Financial Plan
The Retirement Clinic-4-29-23 – Financial Fraud Red Flags
The Retirement Clinic-4-22-23 – Retirement Income Planning
The Retirement Clinic-4-15-23 – The Banking Industry
The Retirement Clinic-4-1-23 – Insights into Social Security
The Retirement Clinic-3-25-23 – The Banking Environment
The Retirement Clinic-3-18-23 – Estate Planning & Trust Administration
The Retirement Clinic-3-11-23 – The 4% Rule and Your Portfolio
The Retirement Clinic-3-4-23 – Women and Finance
The Retirement Clinic-2-25-23 – Tax Planning
The Retirement Clinic-2-18-23 – Do’s and Don’ts For Retiring Amid Uncertainty
The Retirement Clinic-2-4-23 – Finding Your Forgotten 401(k)
The Retirement Clinic-1-28-23 – Retirement Savings Accounts
The Retirement Clinic-1-21-23 – Cybersecurity
The Retirement Clinic-1-14-23 – SECURE Act 2.0
The Retirement Clinic-1-7-23 – Everything Costs More
The Retirement Clinic-12-31-22 – New Year’s Resolutions
The Retirement Clinic-12-17-22 – End-of-Year Tasks
The Retirement Clinic-12-10-22 – Early Retirement and Health Insurance
The Retirement Clinic-12-3-22 – The Importance of Asset Protection
The Retirement Clinic-11-26-22 – Money Moves That Will Make You Thankful
The Retirement Clinic-11-12-22 – Emotion in Financial Decisions
The Retirement Clinic-11-5-22 – Factors in Estate Planning
The Retirement Clinic-10-29-22 – Planning for Medicare
The Retirement Clinic-10-22-22 – Rule Updates for Retirement Accounts
The Retirement Clinic-10-15-22 – Dos and Don’ts in a Bear Market
The Retirement Clinic-10-8-22 – Risk Mitigation in Your Financial Life
The Retirement Clinic-10-1-22 – People and Business
The Retirement Clinic-9-24-22 – Your Plan and the Current Economy
The Retirement Clinic-9-17-22 – Do I Have Enough to Retire?
The Retirement Clinic-9-10-22 – Lump Sum vs. Annuity Pension Payout
The Retirement Clinic-8-27-22 – Time to Consider a Roth Conversion
The Retirement Clinic-8-20-22 – The Most Common Question Clients are Asking
The Retirement Clinic-8-13-22 – Avoiding Withdrawal Penalties
The Retirement Clinic-8-6-22 – Insurance Insights
The Retirement Clinic-7-23-22 – Lump Sum Pensions
The Retirement Clinic-7-16-22 – Taxes in Retirement
The Retirement Clinic-7-9-22 – Should I change my financial plan?
The Retirement Clinic-7-2-22 – Life Insurance in Wealth Planning
The Retirement Clinic-6-25-22 – Social Security Insights
Jeff Kowal *Guest Appearance* Jay Weber Show WISN 6-21-22
The Retirement Clinic-6-11-22 – Living in Retirement
The Retirement Clinic-6-4-22 – Retirement for Business Owners
The Retirement Clinic-5-21-22 – Inflation and Interest Rates
The Retirement Clinic-5-14-22 – Do I need to change my financial plan?
The Retirement Clinic-5-7-22 – Surprising Facts about Retirement
The Retirement Clinic-4-30-22 – Tax-free Growth Accounts
The Retirement Clinic-4-23-22 – Create a Successful Retirement
The Retirement Clinic-4-9-22 – Potential Retirement Changes
The Retirement Clinic-4-2-22 – Let’s talk about Bitcoin
The Retirement Clinic-3-26-22 – Choosing the right Financial Advisor
The Retirement Clinic-3-19-22 – Mistakes People Make
The Retirement Clinic-3-12-22 – Reacting to a Down Market
The Retirement Clinic-3-5-22 – Tips for a Down Market
The Retirement Clinic-2-26-22 – Stay Calm and Be Patient
The Retirement Clinic-2-19-22 – Put it in Writing
The Retirement Clinic-2-5-22 – Understanding Estate Planning
The Retirement Clinic-1-29-22 – Retirement Accounts and Income
The Retirement Clinic-1-22-22 – Financial To-do List for 2022
The Retirement Clinic-1-15-22 – Preparing for Retirement
The Retirement Clinic-1-8-22 – What’s Important in Cybersecurity
The Retirement Clinic-1-1-22 – Setting up for a Successful 2022
The Retirement Clinic-12-18-21- Estate Beneficiaries
The Retirement Clinic-12-11-21- Inheriting Assets
The Retirement Clinic-12-4-21- Corporate Trustees & Power of Attorney
The Retirement Clinic-11-20-21- IRA Rollover Mistakes
The Retirement Clinic-11-13-21- Year-end Planning
The Retirement Clinic-11-6-21- Managing Assets and Funds
The Retirement Clinic-10-30-21- Medicare Annual Enrollment
The Retirement Clinic-10-23-21- Year-end Tax Moves
The Retirement Clinic-10-16-21- Tax Traps in Retirement
The Retirement Clinic-10-9-21- Conversion Strategies
The Retirement Clinic-9-25-21- What to Know About Social Security
The Retirement Clinic-9-18-21- Life Insurance and Long-term Care
The Retirement Clinic-9-11-21- Roth IRA Changes Over the Years
The Retirement Clinic -9-4-21- 20th Anniversary
The Retirement Clinic-8-28-21 – Dos & Don’ts for Retirement
The Retirement Clinic-8-21-21 Retirement Accounts and Questions
The Retirement Clinic-8-14-21 – Plan for Long-term Care
The Retirement Clinic-8-7-21 Measuring Rate of Return
The Retirement Clinic-7-31-21 Cybersecurity
The Retirement Clinic-7-24-21 – Transparency from your Financial Advisor
The Retirement Clinic-7-10-21 – Planning for Cognitive Decline
The Retirement Clinic-7-3-21 – Managing Your Taxes & Portfolio
The Retirement Clinic-6-26-21 – Keeping Family Wealth in the Family
The Retirement Clinic-6-19-21 – Behavioral Finance
The Retirement Clinic-6-12-21 – Getting Ready to Retire!
The Retirement Clinic-6-5-21 – Exploring Insurance Coverage
The Retirement Clinic-5-22-21 – Life Expectancy and Social Security Basics
The Retirement Clinic - 5-15-21 Selling Your Company (Mergers & Acquisitions)
The Retirement Clinic-5-8-21 – Transition Health Benefits
The Retirement Clinic-5-1-21 – Taxes in Retirement
The Retirement Clinic-4-24-21 – Important Retirement Planning Questions
The Retirement Clinic-4-17-21 – Tips to Build and Rebuild Wealth
The Retirement Clinic-4-3-21 – Understanding Retirement Acronyms
The Retirement Clinic-3-27-21 – Social Security Benefits
The Retirement Clinic-3-20-21 – Insights from Retirement Planning
The Retirement Clinic-3-6-21 – Retirement Benefit Changes
The Retirement Clinic-2-27-21 – Buying and Selling Businesses
The Retirement Clinic-2-20-21 – Interest Rates, Inflation, and Beneficiaries
The Retirement Clinic-2-13-21 – Continuously Planning for Retirement
The Retirement Clinic-2-6-21 – The Future of Social Security
The Retirement Clinic-1-23-21 President Biden’s Tax Plan
The Retirement Clinic-1-9-21- RMDs, QCDs, and Pensions
The Retirement Clinic-1-2-21- Retirement Plan Contributions and Preparation
The Retirement Clinic-12-19-20- 8 Things to Consider if You Plan to Retire in 2021
The Retirement Clinic-12-5-20- 10 Things You Must Know About Roth Accounts
The Retirement Clinic-11-28-20 Year-End Retirement Planning
The Retirement Clinic-11-21-20 Social Security Benefits
The Retirement Clinic-11-14-20 – Protecting Your Assets Through Estate Planning
The Retirement Clinic-11-7-20 Retirement Year-end Deadlines
The Retirement Clinic-10-24-20 – Emergency Funds
The Retirement Clinic-10-17-20 – Saving for Retirement
The Retirement Clinic-10-10-20 – Medicare
The Retirement Clinic-10-3-20 – Selling Your Business
The Retirement Clinic-9-26-20 – 5 Retirement Investment Strategies for This Crazy Election Year
The Retirement Clinic-9-5-20 – Let’s talk about Long-term Care
The Retirement Clinic-8-29-20 – Problems Today’s Retirees are Having
The Retirement Clinic-8-22-20 – Investing During an Election Year
Retirement Clinic-8-15-20 – Common Questions During an Election Year
The Retirement Clinic-8-1-20 Exploring the Elements of Estates
The Retirement Clinic-7-25-20 – Estate Planning for Everyone
The Retirement Clinic-7-11-20 – Considering Taking Social Security Early
The Retirement Clinic-6-27-20 – Getting Your Retirement Plan Back On Track
The Retirement Clinic-6-20-20 – Retirement Planning During a Pandemic
The Retirement Clinic-6-13-20 – Challenges for Businesses as they Reopen
The Retirement Clinic-6-6-20 – Required Minimum Distributions
The Retirement Clinic-5-30-20 – Dos and Don’ts in a Bear Market
The Retirement Clinic-5-16-20 – Your Investment Philosophy
The Retirement Clinic-5-9-20 – Where is the money coming from?
The WTKM Radio Show-5/5/20 – The Markets: Where we are now and where we are going
The Retirement Clinic-5-2-20 – Exploring the CARES Act
The Retirement Clinic-4-25-20 – Ensuring Your Funds are Secure
The Retirement Clinic-4-18-20 – The Importance of Proper Estate Planning
The Retirement Clinic-4-11-20 – Social Security Benefits and The CARES Act
The Retirement Clinic-4-4-20 – Reviewing Your Life Insurance Policies
The Retirement Clinic-3-28-20 – The Emotional Aspect of Investing
The Retirement Clinic-3-21-20 – The Coronavirus and The Stock Market
The Retirement Clinic-3-14-20 – Exploring Tax Law Changes and Deductions
The Retirement Clinic- 2-22-20 Financial Surprises in Retirement
The Retirement Clinic- 2-15-20 - Trusts, Wills and Estate Planning
WTKM Radio Show-2/4/20 – Planning with the new SECURE Act changes
The Retirement Clinic-2-8-20 – Helping Business Owners
Kowal 2-1-20 - Don't Buy into What Might Bring Down the Economy
The Retirement Clinic- 1-25-20 – Retirement in 2020
The Retirement Clinic- 1-11-20 – Impacts of the SECURE Act
The WTKM Radio Show-12-3-19- Looking ahead at Retirement Planning
The Retirement Clinic - 1-4-20- Our Healthy Economy
The Retirement Clinic- 12-21-19 - The SECURE Act Becomes Law
The Retirement Clinic- 11-30-19 – Social Security
The Retirement Clinic- 11-23-19 – Understanding HSAs
The Retirement Clinic- 11-16-19 Planning for a Financially Secure Retirement
The Jay Weber Show podcast- 10-15-19 – The self-employed still have time to save for retirement
The Retirement Clinic- 11-09-19 Retirement Planning
The Retirement Clinic- 11-02-19 Requirements for Qualified Charitable Distributions
The Retirement Clinic- 10-19-19 – Medicare Coverage and Planning
The Retirement Clinic- 10-12-19 – Corporate Pensions May be a Thing of the Past
The Retirement Clinic-10/5/19-Paying Attention to Required Minimum Distributions
The Retirement Clinic-9/14/19-Leaving a Successful Family Legacy
The WTKM Radio Show-9/10/19-Signs That It’s Time to Change Financial Advisors
The Retirement Clinic-9/7/19-Is it Time to Fire Your Financial Advisor?
The Retirement Clinic-8/10/19-Questions to Ask in a Volatile Market
The Retirement Clinic-8/24/19-Is a Recession Only in the Mind of Investors?
The Retirement Clinic-8/3/19-Managing Your Business Banking Needs
The Retirement Clinic-7/27/19-One Million Dollars Might Not Make You Rich
The Retirement Clinic-7/13/19-Should I Take a Lump Sum Payout for My Pension?
The Retirement Clinic-7/6/19-Are Your Children Wrecking Your Retirement?
The Retirement Clinic-6/22/19-The ABCD’s of Medicare
The WTKM Radio Show-6/4/19- Understanding the SECURE Act
The Retirement Clinic-6/15/19-Don’t Forget About Healthcare in Retirement
The Retirement Clinic-6/8/19-Will the SECURE Act Impact My Retirement?
The Retirement Clinic-5/18/19-What is a Power of Attorney and Why Do I Need One?
The Retirement Clinic-5/11/19-What Athletes Can Teach Us About Retirement
The Retirement Clinic-5/4/19-The Rules of Required Minimum Distributions
The Retirement Clinic-4/13/19-Are We Saving Too Much?
The Retirement Clinic-4/6/19-Retirement Planning Mistakes to Avoid
The Retirement Clinic-3/30/19-Planning Doesn’t Stop in Retirement
The Retirement Clinic-3/16/19-What’s New with Social Security
The Retirement Clinic-3/23/19-Retirement Savings Milestones
The WTKM Radio Show-3/5/19- The Importance of a Regular Retirement Review
The Retirement Clinic-3/9/19-The Benefits of Consolidation
The Retirement Clinic-2/23/19 - What You Need to Know About Estate Planning
The Retirement Clinic-1/26/19-Are You Ready to Sell Your Business?
The Retirement Clinic-2/9/19-Understanding the Impact of New Tax Laws
The Retirement Clinic-2/2/19-Insurance and Retirement
The Retirement Clinic-1/5/19-Managing Your Retirement Plan through Volatility
The Retirement Clinic-1/12/19-Should I Accept Early Retirement?
The Retirement Clinic-12/29/18-Managing Market Volatility
The WTKM Radio Show-12/4/18-Planning for Retirement in 2019
The Retirement Clinic-12/15/18-Establishing Your Estate Plan
The Retirement Clinic-12/1/18-Tips for Year-End Retirement Planning
The Retirement Clinic-11/24/18-Happy Birthday, 401(k)!
The Retirement Clinic-11/17/18-Should I Delay My Social Security Benefits?
The WTKM Radio Show-11/16/18-Markets & Midterm Elections
The Retirement Clinic-11/10/18-Everybody Needs Estate Planning
The Retirement Clinic-11/3/18-Avoiding Year-End Mistakes in Your 401(k)
The Retirement Clinic-10/27/18-Is It Time to Roll Over Your 401(k)?
The WTKM Radio Show-10/9/18-Three Costly Retirement Mistakes to Avoid
The Retirement Clinic-10/6/18-Social Security and Your Retirement Plan
The Retirement Clinic-9/29/18-Don't Let Money Worries Triumph
The Retirement Clinic-9/22/18-Countdown to Retirement
The Retirement Clinic-9/15/18-Aging of America
The WTKM Radio Show-9/11/18-Living a Golden Girls Retirement
The Retirement Clinic-8/25/18-Benefit from Your Birthdays
The Retirement Clinic-8/18/18-Why Would I Refuse an Inheritance?
The WTKM Radio Show-8/14/18-How Divorce May Impact Your Retirement Savings
The Retirement Clinic-8/4/18-An Empty Nest Could Mean a Fuller Wallet
The WTKM Radio Show-7/10/18-The Importance of Planning for the High Cost of Healthcare in Retirement
The Retirement Clinic-7/21/18-What You Need to Know About Self-Directed IRAs
The Retirement Clinic-7/14/18- 3 Reasons Why IRAs Beat Out 401(k)s Among Older Americans
The Retirement Clinic-6/30/18- Could an Early Retirement Help You Live Longer?
The Retirement Clinic-6/23/18- The ‘Rule of 55’ and Retirement Planning
The Retirement Clinic-5/19/18- Dividing Up IRAs in a Divorce