Kowal Investment Group

Apr 26 2024 3

Kowal Investment Group Podcast artwork

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.** Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

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The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans

Apr 26 2024 41 mins

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.

The Retirement Clinic-4-6-24 – Are Americans Prepared for Retirement?

Apr 19 2024 44 mins

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.

The Retirement Clinic-3-30-24 – Navigating Social Security

Apr 12 2024 42 mins

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.

The Retirement Clinic-3-23-24 – Early Withdrawals and Common Mistakes

Apr 01 2024 43 mins

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.

The Retirement Clinic-3-16-24 – Understanding Long-term Care

Mar 22 2024 42 mins

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.

The Retirement Clinic-3-2-24 – Little Known Rules about IRA Contributions

Mar 14 2024 44 mins

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.

The Retirement Clinic-2-24-24 – End of Life Planning

Mar 06 2024 42 mins

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.

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

Feb 28 2024 45 mins

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.

The Retirement Clinic-2-10-24 – The Great Wealth Transfer

Feb 23 2024 43 mins

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.

The Retirement Clinic-2-3-24 – Tax Return Red Flags

Feb 20 2024 45 mins

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.