Najlepsze podcasty z kategorii: Creative Planning (2026)

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The Retirement Clinic-12-6-25 – Simplifying Financial Decisions 40:49

15d ago40:49

40:49

Jeff Kowal discusses what can happen when one spouse makes all the financial decisions. Then he touches on life events that can derail your retirement plans. Later, Aaron Spitzner joins to share insights on transferring wealth and assets such as a home. And Jeff wraps up the show with trust reveals and money conversations.…

1
The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities 39:48

23d ago39:48

39:48

Jeff Kowal and Aaron Spitzner discuss tax items in the big beautiful bill act including senior deductions and social security. Then Aaron touches on Trump accounts and how you can utilize them for your child. Later Jeff shares mistakes people make when transferring their 401ks to IRAs. Then Aaron and Jeff wrap up the show with estate planning mista…

1
The Retirement Clinic-11-15-25 – IRA Questions and Distribution Rules 40:39

1M ago40:39

40:39

Jeff Kowal opens the show by answering common IRA questions clients are asking financial advisors. Later Chaunsy Weisensel joins to discuss the lack of progress workers are making with retirement savings. Then Jeff touches on considerations for aging in place and wraps up the show why you need to look at total planning, not just what you have in st…

1
The Retirement Clinic-11-1-25 – Time in the Market 41:36

1M ago41:36

41:36

Chaunsy Weisensel opens the show with a summary of markets in Q3 and the importance of time in the market. Later, he shares insights on behavioral finance and how you can change your mindset. And then Chaunsy closes the show with charitable donation changes in 2026.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-10-25-25 – Catch-up Contributions 40:07

2M ago40:07

40:07

Aaron Kowal discusses the SECURE Act 2.0 and what high earners need to know. Then touches on ways you can catch up on retirement savings. Later Jeff Kowal joins to share how ‘401k leakage’ can drain your retirement savings dry. And Aaron wraps up the show with why wealth preservation matters.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-10-18-25 – Key Social Security Considerations 39:51

2M ago39:51

39:51

Aaron Kowal discusses key considerations for determining when you should take social security. Jeff Kowal joins the show to share reasons you may want to take social security early. Then Aaron touches on 10 tech tools that can help support your retirement lifestyle and wraps up the show with 401k contribution limits and catch-ups.…

1
The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More! 44:57

2M ago44:57

44:57

Aaron Spitzner opens the show with a discussion on interest rates and borrowing costs, then touches on tax strategies for non-qualified annuities. Later Jeff Kowal joins the show to discuss Roth IRAs and their growing popularity among young people. And Aaron Spitzner wraps up the show with catch-up contributions limits and changes.…

1
The Retirement Clinic-9-27-25 – Retirement Savings – How do you stack up? 45:01

3M ago45:01

45:01

Aaron Kowal opens the show with a discussion on the average retirement savings by age group and the saving challenges each generation faces. Then shares 6 tips to help preserve and grow the value of your investments. Later Jeff joins the show to discuss how much Americans say they need to comfortably retire and touches on a common regret many women…

1
The Retirement Clinic-9-20-25 – Why You Shouldn’t Take Financial Advice From Social Media 45:01

3M ago45:01

45:01

Aaron Spitzner and Chaunsy Weisensel open the show by touching on Kowal Investment Group’s move to Creative Planning, who Creative Planning is and the benefits to the clients. Aaron and Chaunsy then discuss why you shouldn’t take financial advice from social media and wrap up the show with home title theft, plus the things you should know before lo…

1
The Retirement Clinic-4-12-25 – Navigating Market Volatility 43:57

3M ago43:57

43:57

Jeff Kowal discusses navigating market volatility and downturns in the market, shares insights on tax-loss harvesting, and touches on potential issues executors and beneficiaries face.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-9-13-25 – Retirement Planning Regrets 43:49

3M ago43:49

43:49

Jeff Kowal explains how getting older is better than it used to be and touches on retirement planning regrets. Chaunsy joins to discuss navigating healthcare insurance when you retire early and various planning options. Then Jeff wraps up the show with insights regarding the widow tax.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren 44:05

4M ago44:05

44:05

Jeff Kowal and Aaron Spitzner discuss utilizing 529 plans and UTMA accounts to save money for children and grandchildren. Then dive into senior scams and cyber fraud and examine how you can protect the people you care about. Jeff and Aaron wrap up the show with thoughts on how you can protect your child’s inheritance.…

1
The Retirement Clinic-8-23-25 – Planning to Help Protect Yourself and Your Family 41:31

4M ago41:31

41:31

Aaron Kowal shares how you can stress test your financial plan for major life events to help protect yourself and your family. Jeff joins to discuss what you need to know about retirement income and the IRS. Aaron touches on maximizing business liquidity and then wraps up the show with the power of gifting during your lifetime.…

1
The Retirement Clinic-8-9-25 – Retirement Savings and Estate Planning 43:33

4M ago43:33

43:33

Jeff Kowal opens the show with a reminder about retirement account portability then discusses waning and waxing sibling bonds and how to safeguard them. Chaunsy Weisensel joins to share insights and tips for those who wish to retire early. Then Jeff touches on scam losses and taxes and wraps up the show with thoughts on estate planning priorities f…

1
The Retirement Clinic-8-2-25 – Essential Documents 43:18

5M ago43:18

43:18

Aaron Kowal discusses the important documents every retiree should have and how each can help you and your estate. Jeff Kowal joins to discuss longevity among women and the great wealth transfer, and touches utilizing your 401k as an emergency fund. Then Aaron wraps up the show with insights on how you can protect your portfolio from heirs who aren…

1
The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth 45:39

5M ago45:39

45:39

Jeff Kowal discusses how sudden wealth can lead to financial mistakes and what you can do to manage it. Then touches on Americans using their 401k as an emergency fund, required minimum distributions, and social security. And wraps up the show with the dispute over Jimmy Buffett’s estate.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-7-19-25 – Lower Taxes in Retirement 44:05

5M ago44:05

44:05

Aaron Kowal discusses how you can lower taxes in retirement without lowering your lifestyle, examines how the One Big Beautiful Bill Act influences succession planning, and wraps things up with how you can transfer wealth without turning your kids into brats.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-7-12-25 – One Big Beautiful Bill Act 43:57

5M ago43:57

43:57

Aaron Kowal discusses the One Big Beautiful Bill Act, touches on many of the provisions within the bill, and explains why it is so important to work with a team of professionals to help you navigate through the latest laws.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-6-28-25 – The Importance of Financial Organization 43:15

5M ago43:15

43:15

Chaunsy Weisensel examines the importance of financial organization and shares a ten-step checklist to help make sure you are on track with your financial goals. Jeff Kowal joins to discuss America’s biggest companies cutting their workforces and what to do if you are forced to retire early. Then Chaunsy wraps things up with direct indexing and how…

1
The Retirement Clinic-6-14-25 – Are your saving enough for retirement? 44:56

6M ago44:56

44:56

Jeff Kowal and Aaron Spitzner share new reporting updates for 2025 qualified charitable distributions, discuss how much Americans are saving for retirement and determining how much they may need in retirement. Then Jeff and Aaron wrap things up by touching on five common financial mistakes people make when getting divorced.…

1
The Retirement Clinic-6-7-25 – Comprehensive Planning 44:01

6M ago44:01

44:01

Aaron Kowal discusses why you should model your retirement plan more like a family office than a 401k to achieve a more comprehensive approach and touches on inherited IRA rules. Jeff joins to share insights regarding taxes on retirement income. Aaron wraps things up with purpose-based asset segmentation.…

1
The Retirement Clinic-5-31-25 – Behavioral Investing Mistakes 45:00

7M ago45:00

45:00

Aaron Kowal discusses the behavioral investing mistakes made by many investors and shares tax strategies to consider in succession planning. Later, Jeff joins to discuss IRAs and how they are different and shares a tax fraud scheme from the headlines. Then Aaron wraps things up by examining how tax-loss harvesting can be used in tax planning.…

1
The Retirement Clinic-5-17-25 – Tax Planning for Your Estate, Business, and More 42:54

7M ago42:54

42:54

Aaron Kowal discusses what investors should and should not do in the face of increasing prices, shares estate planning updates related to the Tax Cuts and Jobs Act, Jeff Kowal examines common mistakes made amid a divorce, and Aaron touches on charitable giving strategies for Retirees.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-5-10-25 – Chasing Returns 44:24

8M ago44:24

44:24

Aaron Kowal discusses why chasing returns can hurt your portfolio, later Jeff Kowal shares thoughts on retirees moving to lower tax states and other expenses they need to consider, and Aaron wraps things up with retirement income optimizations.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-4-26-25 – Tax Considerations 44:13

8M ago44:13

44:13

Aaron Spitzner and Tom Krueger discuss the new landscape for retirement, share insights on Roth IRAs, Roth Conversions, and taxes, and examine tax benefits or lack thereof when relocating.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-4-5-25 – Retirement Myths 44:25

9M ago44:25

44:25

Chaunsy Weisensel and John White share myths about retirement savings, spending, and more, examine market volatility and history of the markets, and discuss how you can help your children understand money and finances.Autor: Kowal Investment Group - Now Creative Planning

1
The Retirement Clinic-3-29-25 – Social Security 43:57

9M ago43:57

43:57

Jeff Kowal and guest Karyl Richson discuss how social security was first issued and the confusion around the deceased, examine social security overpayments and the annual earnings limit, and share a story around unintentional fraud and lessons to be learned.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-22-25 – Enjoying Retirement 43:11

9M ago43:11

43:11

Joe Still and Tom Krueger discuss things to do in volatile markets and things to avoid, share the top 10 ways to enjoy your retirement, and highlight the top active adult communities in 2025.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams 42:47

9M ago42:47

42:47

Aaron Kowal shares common overlooked tax deductions, touches on the benefits of succession planning, discusses the dirty dozen tax scams to avoid, and wraps up with Direct Indexing.Autor: Kowal Investment Group - Now Creative Planning

1
The Retirement Clinic-3-8-25 – Financial Health 51:50

10M ago51:50

51:50

Aaron Spitzner examines risk for those with Dementia and the potential impacts on their financial health, Jeff Kowal joins to share the best things about retirement, Aaron touches on gift tax reminders, and wraps up the show with frequently asked questions on Umbrella Insurance.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-1-25 – Estate Plan Basics 44:52

10M ago44:52

44:52

Joe Still and John White share withdrawal strategies and your retirement plan, discuss estate plan basics, and examine the key components of an estate plan.Autor: Kowal Investment Group - Now Creative Planning

1
The Retirement Clinic-2-22-25 – Common IRA Questions 45:30

10M ago45:30

45:30

Jeff Kowal and Chaunsy Weisensel examine the additional services and resources offered through Creative Planning and the events that push people to meet with a financial advisor, Jeff discusses some common IRA questions, and shares things you can do now to make your estate simpler for your heirs.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-2-8-25 – The Scarcity Mindset 42:06

10M ago42:06

42:06

Jeff Kowal discusses the scarcity mindset, working to change your mindset and behaviors in retirement, Chaunsy Weisensel joins to share updates for 2025 catch-up contributions and other options to consider, Jeff touches on tech support scams, and examines estate planning nightmares.Autor: Kowal Investment Group - Now Creative Planning

1
The Retirement Clinic-1-25-25 – Retirement Milestones 42:57

11M ago42:57

42:57

Jeff Kowal examines retirement milestones and rules to keep in mind, Aaron Spitzner joins the show to discuss 4 changes to retirement accounts in 2025, and Jeff shares insights for the ultra-high net worth and the affluent.Autor: Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-1-18-25 – Kowal Investment Group Is Now Creative Planning 43:06

11M ago43:06

43:06

Chaunsy Weisensel and Tom Krueger discuss the move to Creative Planning and the services available, share retirement advice for couples, and examine mistakes every investor makes and how to avoid them.Autor: Kowal Investment Group - Now Creative Planning

1
The Retirement Clinic-1-11-25 – 2025 Retirement Changes 45:14

11M ago45:14

45:14

Jeff Kowal discusses 2025 changes to contribution limits and more, shares insights for Millennials saving for retirement, and gives thoughts on retirees’ fears about outliving their money and spending rates.Autor: Kowal Investment Group - Now Creative Planning

1
The Retirement Clinic-12-7-24 – How to Not Ruin Your Kids with Money 43:21

1y ago43:21

43:21

Jeff Kowal and guest Mark Shiller, attorney with Certus Legal Group, discuss people’s varying relationships with money, how money can change you, and examine common estate planning mistakes people make.Autor: Kowal Investment Group - Now Creative Planning

1
The Retirement Clinic-11-23-24 – Important Insurance Considerations 43:46

1y ago43:46

43:46

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.…

1
The Retirement Clinic-11-16-24 – Best and Worst States to Retire In 43:10

1y ago43:10

43:10

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.Autor: Kowal Investment Group - Now Creative Planning

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

1y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1+ y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1+ y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1+ y 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.Autor: Kowal Investment Group - Now Creative Planning

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

1+ y 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.Autor: Kowal Investment Group - Now Creative Planning

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