Kowal Investment Group

Dec 05 2024 287 ep. 43 mins 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/)

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


The Retirement Clinic-11-23-24 – Important Insurance Considerations

Dec 05 2024 43 mins  
Aaron Kowal and guest Brian MacGillis of MacGillis Insurance discuss increases in insurance costs and what is contributing to it, highlight various types of insurance coverage, examine the need for cybersecurity insurance, and share insights regarding property and casualty insurance for high-net-worth individuals.

The Retirement Clinic-11-16-24 – Best and Worst States to Retire In

Nov 30 2024 43 mins  
Chaunsy Weisensel shares the best and worst states to retire in and why, discuss why you are not too young for an estate plan, and Jeff Kowal joins to share insights regarding Roth conversions and required minimum distributions.

The Retirement Clinic-11-9-24 – Long-term Care

Nov 19 2024 42 mins  
John White and guest Mike Smith of CPS Horizon highlight November as Long-term Care Awareness Month and why it is so important, examine costs of Long-term Care with and without coverage, share insights for determining the coverage you need, and touch on inherited IRAs.

The Retirement Clinic-10-26-24 – Medicare Annual Enrollment

Nov 12 2024 43 mins  
Aaron Spitzner and Mark Maynard of Senior Benefit Solutions discuss Medicare annual enrollment, answer common Medicare questions, and share insights regarding income planning for Medicare premiums.

WKLH - 10-18-24 – Alyssa Johnson Interview – The Best Time to Start Planning

Nov 01 2024 12 mins  
WKLH’s Dave and Dorene ask Alyssa Johnson when the best time is to meet with an advisor, discuss the importance of women being involved in the process, share educational opportunities Kowal [Investment Group offers throughout the year, and what the process is to get started with Kowal.

WKLH - 10-18-24 – Aaron Spitzner Interview – Fee-based vs. Commission-based

Nov 01 2024 8 mins  
WKLH's Dave and Dorene ask Aaron Spitzner about what it means to be a Fiduciary, discuss fee-based versus commission-based, the benefits of working with a Financial Advisor, and navigating different scenarios.

WKLH - 10-18-24 – Jeff Kowal Interview – Retirement Planning

Nov 01 2024 12 mins  
WKLH's Dave and Dorene share personal experiences with Jeff Kowal, discuss planning for retirement and ‘what if’ scenarios, and touch on changing your mindset in retirement.

The Retirement Clinic-10-19-24 – The Importance of an Estate Plan

Oct 25 2024 42 mins  
John White and guest Gifford Collins of Collins Law discuss the importance of estate plans and why you need one, shared insights regarding preparing an estate plan, and examine the potential sunsetting of the Tax Cuts and Jobs Act.

The Retirement Clinic-10-5-24 – Election Impact on the Stock Market

Oct 11 2024 43 mins  
Jeff Kowal and Aaron Spitzner discuss the impact the upcoming election may have on the stock market, share thoughts on retirement savings early withdrawals and savings mistakes, and examine how you can help your family wealth last for generations.

The Retirement Clinic-9-28-24 – Considerations Before Retirement

Oct 04 2024 45 mins  
Jeff Kowal and Joe Still discuss things you should consider before retirement, examine the pros and cons of early retirement, and share common reasons why families argue over inheritances and how to avoid them.