Best Kowal Investment Group Podcasts (2024)

1
The Retirement Clinic-7-20-24 – Expenses You May Spend Less on in Retirement 45:43

5h ago45:43

45:43

Chaunsy Weisensel and John White discuss saving for retirement early and how Gen Z is doing so far, share 9 things you will likely spend less money on in retirement, and examine the Generation-Skipping Transfer Tax.By Kowal Investment Group

1
The Retirement Clinic-7-13-24 – When You Need an Estate Plan 43:34

7h ago43:34

43:34

Aaron Kowal and guest Mark Andringa, Partner with Cramer Multhauf, discuss what a Healthcare Power of Attorney is and when you need one, examine buy/sell agreements for business owners, and share insights for incorporating gifting strategies in your estate plan.By Kowal Investment Group

1
The Retirement Clinic-7-6-24 – Where to After Retirement? 45:45

17d ago45:45

45:45

Jeff Kowal and Joe Still discuss things to consider when selecting a new place to live in retirement and 8 great places to look at, examine retirement account balances and how much you need, and share insights regarding tax faux pas when planning who inherits what from your estate.By Kowal Investment Group

1
The Retirement Clinic-6-29-24 – Retirement Finances 43:26

25d ago43:26

43:26

Aaron Spitzner and Jeff Kowal discuss what to do with your 401k when you retire, share insights regarding discussing retirement finances with your spouse, and examine naming an executor to your estate.By Kowal Investment Group

1
The Retirement Clinic-6-22-24 – Creating a Plan for Social Security Benefits 44:38

1M ago44:38

44:38

Jeff Kowal and Chaunsy Weisensel discuss reasons a persona may want to claim social security early, share legal problems your family can encounter when you don’t update your beneficiaries or estate plan, and examine Spousal Lifetime Asset Trusts (SLAT).By Kowal Investment Group

1
The Retirement Clinic-6-15-24 – Selling Your Business 43:05

2M ago43:05

43:05

Aaron Kowal and guest Joe Braier, President of Lake Country Advisors, discuss the psychological aspect of selling your business, share items to focus on to help drive the value of your business, and review the first steps you should take when you decide to sell your business.By Kowal Investment Group

1
The Retirement Clinic-6-8-24 – Retirement Planning Considerations 44:06

2M ago44:06

44:06

John White and Anthony Priester discuss the steps you need to consider when planning for retirement, share estate planning mistakes, and examine estate taxes and the Tax Cuts and Jobs Act.By Kowal Investment Group

1
The Retirement Clinic-6-1-24 – Why You May Need a Corporate Trustee 42:24

2M ago42:24

42:24

Jeff Kowal and Chris Berens of Horicon Bank discuss what a Corporate Trustee is and who would use one, examine the benefits of having a Corporate Trustee, and share real-life examples of how things can go wrong and when things go right.By Kowal Investment Group

1
The Retirement Clinic-5-18-24 – AI & Cybersecurity 43:09

2M ago43:09

43:09

Aaron Kowal and guest Mike Senkbeil of Chortek discuss how AI is being used in cybersecurity attacks, examine the cybersecurity curve to determine where your business falls, and share thoughts on why AI is like the Manhattan Project.By Kowal Investment Group

1
The Retirement Clinic-5-11-24 – Retirement Savings Concerns 44:32

2M ago44:32

44:32

Aaron Spitzner and Chaunsy Weisensel discuss the average age Americans are retiring at – it's sooner than planned, examine why some are concerned they cannot achieve financial security in retirement, and share insights on qualified charitable distributions and donor-advised funds.By Kowal Investment Group

1
The Retirement Clinic-5-4-24 – Medicare Planning for Retirement 44:14

3M ago44:14

44:14

Joe Still and guest Mark Maynard of Senior Benefit Solutions discuss applying for Medicare, examine the various types of Medicare plans, and share why it is important to work with trusted professionals as you plan for Medicare and retirement.By Kowal Investment Group

1
The Retirement Clinic-4-27-24 – Special Needs Trusts 42:56

3M ago42:56

42:56

Jeff Kowal and guest Al Spiegel of The McLario Firm discuss what a special needs trust is and who needs it, examine First Party Trusts vs Third Party Trusts, and share insights to amending your estate plan.By Kowal Investment Group

1
The Retirement Clinic-4-20-24 – The Retirement Magic Number 45:27

3M ago45:27

45:27

Jeff Kowal and John White examine what a Monte Carlo Analysis actually means, discuss the retirement magic number – how much is enough, and share insights regarding estate planning, inheritances, and blended families.By Kowal Investment Group

1
The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans 41:55

3M ago41:55

41:55

Aaron Kowal and guest John Koenig, of Elder Advisors Law, discuss the important legal documents you need to have in place, examine traditional estate planning vs. modern estate planning, and share insights regarding shared trusts.By Kowal Investment Group

1
The Retirement Clinic-4-6-24 – Are Americans Prepared for Retirement? 44:40

4M ago44:40

44:40

Joe Still and Anthony Priester discuss if the average American is prepared for retirement, share insights for how Americans can start answering their planning and savings questions, and examine rules around rolling over a 529 plan to a Roth IRA.By Kowal Investment Group

1
The Retirement Clinic-3-30-24 – Navigating Social Security 42:30

4M ago42:30

42:30

Jeff Kowal and Karyl Richson discuss social security benefits and when to take your benefits, examine if social security will run out, share insights for stopping benefits if you go back to work, and touch on overpayments.By Kowal Investment Group

1
The Retirement Clinic-3-23-24 – Early Withdrawals and Common Mistakes 43:14

4M ago43:14

43:14

Jeff Kowal examines rules around 72Ts and in-service withdrawals, Aaron Spitzner joins the show to discuss how Americans are treating their 401ks like an ATM, and Jeff wraps things up with common IRA mistakes and shares insights for the surviving spouse.By Kowal Investment Group

1
The Retirement Clinic-3-16-24 – Understanding Long-term Care 42:50

5M ago42:50

42:50

Aaron Kowal and Mike Smith of CPS Horizon discuss strategies for withdrawing from inherited IRAs, examine long-term care planning, costs, and plan options, and share insights regarding Trump’s potentially expiring tax cuts.By Kowal Investment Group

1
The Retirement Clinic-3-2-24 – Little Known Rules about IRA Contributions 44:12

5M ago44:12

44:12

Aaron Spitzner and Joe Still discuss little known rules about IRA contributions, share the worst retirement mistakes to avoid, and touch on FDIC coverage limits and work arounds.By Kowal Investment Group

1
The Retirement Clinic-2-24-24 – End of Life Planning 42:56

5M ago42:56

42:56

John White, Pam Foti of Vesta Senior Network, and Christie Toson of The Tribute Companies discuss the aspects of end of life planning, highlight the importance of proactive planning, and share myths about elder care.By Kowal Investment Group

1
The Retirement Clinic-2-17-24 – Added Value of Working with a Financial Advisor 45:06

5M ago45:06

45:06

Jeff Kowal and Chaunsy Weisensel examine the added value of working with a Financial Advisor, discuss how 65-year-olds are redefining a milestone, and share important things you should know about estate planning.By Kowal Investment Group

1
The Retirement Clinic-2-10-24 – The Great Wealth Transfer 43:48

5M ago43:48

43:48

Jeff Kowal shares signs for when it may be time to let someone else manage your money, examines the great wealth transfer and who is receiving most of the money, and discusses Federal tax breaks for charitable giving.By Kowal Investment Group

1
The Retirement Clinic-2-3-24 – Tax Return Red Flags 45:23

6M ago45:23

45:23

Aaron Spitzner and Chaunsy Weisensel examine your chances of being audited and what are tax return red flags, share insights for leaving assets to your heirs, and weigh the tax implications when you are considering selling a home.By Kowal Investment Group

1
The Retirement Clinic-1-27-24 – Retiree’s Biggest Mistakes 44:29

6M ago44:29

44:29

Joe Still and Jeff Kowal share the biggest mistakes retirees say they have made and what they would do different, discuss the savings issues of many Gen Xers and what they can do different, and examine the rules when a trust or estate is named as the IRA beneficiary.By Kowal Investment Group

1
The Retirement Clinic-1-20-24 – What’s ahead in 2024 45:15

6M ago45:15

45:15

John White and Jeff Kowal share thoughts on what is ahead for us in 2024, examine rule changes and updates in contribution limits for this year, and discuss Bitcoin ETFs.By Kowal Investment Group

1
The Retirement Clinic-1-13-24 – The Estate Planning Process 43:21

6M ago43:21

43:21

Aaron Kowal and guest Rhett Holland of Holland Law discuss the estate planning process, share insights for family business owners with children in the business and not in the business, and touch on protecting your assets from unwanted recipients.By Kowal Investment Group

1
The Retirement Clinic-1-6-24 – Making Financial Decisions Together 44:30

7M ago44:30

44:30

Jeff Kowal and Aaron Kowal discuss making wealth management decisions as a couple, examine asset protection planning mistakes, and share problems inheritors face after a wealth transfer.By Kowal Investment Group

1
The Retirement Clinic-12-23-23 – Retirement Decisions 45:59

7M ago45:59

45:59

Jeff Kowal discusses myths about money in retirement, Aaron Spitzner shares financial scams to be aware of, Jeff touches on problems with do it yourself planning, examines utilizing net unrealized appreciation, and discusses who would decline an inheritance and why.By Kowal Investment Group

1
The Retirement Clinic-12-16-23 – Wealth and Taxes 44:06

7M ago44:06

44:06

Jeff Kowal discusses the wealth tax and what the Biden administration is wanting to implement, touches on how you can determine whether you can spend more or not, shares insights regarding blended families and blended finances, and examines penalties around violations of IRA rollover rules.By Kowal Investment Group

1
The Retirement Clinic-12-9-23 – Reducing Taxes 46:02

8M ago46:02

46:02

Aaron Kowal shares year-end tax planning ideas to help reduce taxes, discusses effective year-end tax planning ideas for business owners, examines in-retirement money mistakes and how you can avoid them, and touches on donor-advised funds.By Kowal Investment Group

1
The Retirement Clinic-12-2-23 – HSAs and FSAs 46:23

8M ago46:23

46:23

Aaron Spitzner and Joe Still discuss ways you can help your grandchildren in retirement, share insights regarding Health Savings Accounts and Flexible Savings Accounts, and examine the need for disability insurance.By Kowal Investment Group

1
The Retirement Clinic-11-18-23 – Year-end Tax Planning 44:11

8M ago44:11

44:11

Jeff Kowal and Marie McFarland discuss year-end tax planning items to consider, share thoughts on how you know when to retire, and navigate potentially risky money moves in retirement.By Kowal Investment Group

1
The Retirement Clinic-11-11-23 – Transitioning to Retirement 47:07

9M ago47:07

47:07

Jeff Kowal and Joe Still discuss the process of transitioning into retirement, share year-end tax saving opportunities, touch on rule changes coming in 2024, and examine considerations regarding passing money onto your heirs before or after you pass away.By Kowal Investment Group

1
The Retirement Clinic-10-28-23 – Keep Family Wealth in the Family 43:55

9M ago43:55

43:55

Aaron Kowal and guest Chris Berens of Horicon Bank discuss how you can keep family wealth in the family, examine working with a third-party trustee to ensure your wishes are carried out, and share insights for why a family business owner should work with a corporate trustee.By Kowal Investment Group

1
The Retirement Clinic-11-4-23 – Investing 101 44:18

9M ago44:18

44:18

Aaron Spitzner and John White discuss the three enemies of investing and one friend, share thoughts on choosing to live on a cruise ship in retirement, and examine stock dumping for year-end tax planning.By Kowal Investment Group

1
The Retirement Clinic-10-21-23 – Medicare Plans and Coverage 44:44

9M ago44:44

44:44

Jeff Kowal and guest Mark Maynard of Senior Benefit Solutions discuss what Medicare is and who it is for, examine the different Medicare plans and coverage, highlight the importance of proper planning, and share insights for reducing your Medicare premiums.By Kowal Investment Group

1
The Retirement Clinic-10-14-23 – Pre-retirement Checklist 45:35

9M ago45:35

45:35

Jeff Kowal and Marie McFarland share a pre-retirement checklist for all ages, discuss rules around inherited IRAs and options for beneficiaries, and review estate planning ideas if the Tax Cuts and Jobs Act ends.By Kowal Investment Group

1
The Retirement Clinic-10-7-23 – Will you have enough? 45:13

10M ago45:13

45:13

John White and Chaunsy Weisensel apply the Monte Carlo Analysis to investing and rate of returns, discuss common questions clients are asking about retirement, and share estate planning mistakes to avoid.By Kowal Investment Group

1
The Retirement Clinic-9-30-23 – Financial Security 44:50

10M ago44:50

44:50

Jeff Kowal addresses concerns for retirees amid the looming government shutdown, discusses how Americans are feeling about their financial security, shares insights on after-tax retirement accounts, and reviews tax breaks and benefits of Qualified Charitable Distributions.By Kowal Investment Group

1
The Retirement Clinic-9-23-23 – Investor Behavior 44:51

10M ago44:51

44:51

Aaron Spitzner and Chaunsy Weisensel discuss investor behavior and returns, review strategies for minimizing your taxes in retirement, and share insights for investors who are making interest income on bonds and CDs.By Kowal Investment Group

1
The Retirement Clinic-9-16-23 – Insurance Coverage 46:18

10M ago46:18

46:18

Aaron Kowal and guest Brian MacGillis of MacGillis Insurance discuss changes we are seeing in insurance rates, what is causing rate increases, understanding your insurance coverage, reviewing various types of insurance, and touching on insurance needs for high-value homes.By Kowal Investment Group

1
The Retirement Clinic-9-9-23 – Taxes and Retirement 43:12

11M ago43:12

43:12

Jeff Kowal celebrates 22 years of The Retirement Clinic, discusses how articles on 401k hardship and 401k millionaires can both be true, examines tricky tax questions for IRA owners, and shares insights into taking advantage of Trump’s tax cuts before they expire.By Kowal Investment Group

1
The Retirement Clinic-8-26-23 – Everyone Should Have an Estate Plan 41:59

11M ago41:59

41:59

Aaron Kowal and guest Mark Andringa of Cramer Multhauf Attorneys discuss why everyone should have an estate plan, examine the various components of an estate plan, share insights regarding succession planning for a family business, and touch on how an estate plan can protect your minor and/or adult children.…

1
The Retirement Clinic-8-19-23 – Barriers to Breakdown for a Successful Retirement 42:54

12M ago42:54

42:54

Chaunsy Weisensel and Marie McFarland share the 4 barriers to breakdown for a successful retirement, discuss the averages of how we stack up when it comes to retirement, touch on how retirees spend their day, and answer the question of if you can afford to never work again.By Kowal Investment Group

1
The Retirement Clinic-8-12-23 – Understanding Expenses in Retirement 43:42

12M ago43:42

43:42

Jeff Kowal and Aaron Spitzner discuss expenses in retirement, explain the go-go, slow-go, and no-go years of retirement, touch on Required Minimum Distribution rules, and share insights to a key tax deduction Congress has ended.By Kowal Investment Group

1
The Retirement Clinic-8-5-23 – When to Fire Your Financial Advisor 44:47

12M ago44:47

44:47

Joe Still and Chaunsy Weisensel examine if $1 million is enough to retire, discuss how to know when it’s time to fire your financial advisor, and share things you should consider before passing an inheritance to your children or grandchildren.By Kowal Investment Group

1
The Retirement Clinic-7-29-23 – Cybersecurity Threats 43:05

12M ago43:05

43:05

Aaron Kowal and Mike Senkbeil of Chortek discuss cybersecurity threats to individuals and businesses, examine how to use technology safely, and share insights for how to protect yourself, your money, and your business from cybercriminals.By Kowal Investment Group

1
The Retirement Clinic-7-22-23 – Creating a Happy Retirement 45:35

1y ago45:35

45:35

Joe Still and John White discuss the 3 Ps of creating a happy retirement, share insights on when to take social security and the questions you need to answer, and examine a high-earner tax break that Congress may be ending.By Kowal Investment Group

1
The Retirement Clinic-7-15-23 – Distribution Strategies 44:29

1y ago44:29

44:29

Marie McFarland and John White discuss strategies for withdrawing from your retirement accounts, share insights regarding diversifying your portfolio with both US and international stocks, and examine family wealth dynamics and legacy planning.By Kowal Investment Group

1
The Retirement Clinic-7-1-23 – Avoiding IRA Mistakes 45:50

1y ago45:50

45:50

Jeff Kowal discusses navigating the ins and outs of retirement planning, examines IRA mistakes to avoid, gives insights on Roth conversions, and shares thoughts on leaving and inheritance or giving to your kids now.By Kowal Investment Group

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