最佳Kowal Investment Group播客 (2024)

1
The Retirement Clinic-11-9-24 – Long-term Care 42:00

11d ago42:00

42:00

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.由Kowal Investment Group

1
The Retirement Clinic-10-26-24 – Medicare Annual Enrollment 43:11

18d ago43:11

43:11

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.由Kowal Investment Group

1
WKLH - 10-18-24 – Alyssa Johnson Interview – The Best Time to Start Planning 12:22

30d ago12:22

12:22

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.由Kowal Investment Group

1
WKLH - 10-18-24 – Aaron Spitzner Interview – Fee-based vs. Commission-based 8:51

30d ago8:51

8:51

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.由Kowal Investment Group

1
WKLH - 10-18-24 – Jeff Kowal Interview – Retirement Planning 12:33

30d ago12:33

12:33

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.由Kowal Investment Group

1
The Retirement Clinic-10-19-24 – The Importance of an Estate Plan 42:29

1M ago42:29

42:29

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.由Kowal Investment Group

1
The Retirement Clinic-10-5-24 – Election Impact on the Stock Market 43:58

2M ago43:58

43:58

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.由Kowal Investment Group

1
The Retirement Clinic-9-28-24 – Considerations Before Retirement 45:33

2M ago45:33

45:33

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.由Kowal Investment Group

1
The Retirement Clinic-9-14-24 – Selling A Business 43:37

2M ago43:37

43:37

Aaron Kowal and guest Tim Nettesheim of N2 Advantage Law discuss negotiations when selling a business, share insights on when it is a good time to sell your business, and examine how the current economy and upcoming election play a role in selling conditions.由Kowal Investment Group

1
The Retirement Clinic-9-7-24 – Buyer Beware 44:00

3M ago44:00

44:00

Aaron Spitzner shares “buyer beware” situations with annuities and fraud, Jeff joins to examine what you should do with your 401k when you retire, and Aaron discusses strategies to avoid a big tax bill when you inherit an IRA.由Kowal Investment Group

1
The Retirement Clinic-8-24-24 – Behavioral Finance and Investing 44:07

3M ago44:07

44:07

John White discusses behavioral finance and the emotional side of investing, Jeff Kowal joins to share milestone dates and rules to keep in mind in retirement, and warp things up by touching on the upcoming presidential election and the stock market.由Kowal Investment Group

1
The Retirement Clinic-8-17-24 – What is a Fiduciary 45:00

3M ago45:00

45:00

Aaron Spitzner and Chaunsy Weisensel discuss the consumer slowdown as Americans begin to scale back, examine what a fiduciary is and the legal responsibility that is upheld, and share insights regarding beneficiary reviews.由Kowal Investment Group

1
The Retirement Clinic-8-10-24 – Generational Wealth 46:25

3M ago46:25

46:25

Jeff Kowal and guest, Al Spiegel with The McLario Firm, discuss generational wealth and tax laws, share insights for keeping family wealth in the family, and touch on how you can keep your heirs from blowing their inheritance.由Kowal Investment Group

1
The Retirement Clinic-8-3-24 – Determining Your Insurance Needs 45:10

4M ago45:10

45:10

Aaron Kowal and guest Mike Smith of CPS Horizon discuss how to determine how much insurance you need, examine a Supreme Court ruling on buy-sell agreements, and share an alternative for paying taxes on inherited IRAs under the SECURE Act.由Kowal Investment Group

1
The Retirement Clinic-7-27-24 – Proper Planning for Your Retirement 44:09

4M ago44:09

44:09

Jeff Kowal and Anthony Priester examine what you need to know about Roth 401ks, discuss phasing in the retirement dream, and share insights regarding whether you should or should not start gifting money to your heirs now.由Kowal Investment Group

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

4M 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.由Kowal Investment Group

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

4M 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.由Kowal Investment Group

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

4M 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.由Kowal Investment Group

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

5M 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.由Kowal Investment Group

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

5M 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).由Kowal Investment Group

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

5M 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.由Kowal Investment Group

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

6M 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.由Kowal Investment Group

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

6M 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.由Kowal Investment Group

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

6M 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.由Kowal Investment Group

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

6M 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.由Kowal Investment Group

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

7M 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.由Kowal Investment Group

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

7M 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.由Kowal Investment Group

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

7M 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.由Kowal Investment Group

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

7M 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.由Kowal Investment Group

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

8M 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.由Kowal Investment Group

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

8M 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.由Kowal Investment Group

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

8M 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.由Kowal Investment Group

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

8M 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.由Kowal Investment Group

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

9M 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.由Kowal Investment Group

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

9M 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.由Kowal Investment Group

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

9M 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.由Kowal Investment Group

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

9M 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.由Kowal Investment Group

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

9M 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.由Kowal Investment Group

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

10M 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.由Kowal Investment Group

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

10M 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.由Kowal Investment Group

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

10M 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.由Kowal Investment Group

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

10M 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.由Kowal Investment Group

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

11M 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.由Kowal Investment Group

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

11M 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.由Kowal Investment Group

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

12M 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.由Kowal Investment Group

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

12M 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.由Kowal Investment Group

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

1y 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.由Kowal Investment Group

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

1y 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.由Kowal Investment Group

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

1y 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.由Kowal Investment Group

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

1y 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.由Kowal Investment Group

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