Kowal Investment Group Podcast
1) The Retirement Clinic-12-6-25 – Simplifying Financial Decisions
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 insig...Show More
2) The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities
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 you...Show More
3) The Retirement Clinic-11-15-25 – IRA Questions and Distribution Rules
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 savi...Show More
4) The Retirement Clinic-11-1-25 – Time in the Market
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...Show More
5) The Retirement Clinic-10-25-25 – Catch-up Contributions
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 y...Show More
6) The Retirement Clinic-10-18-25 – Key Social Security Considerations
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...Show More
7) The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More!
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 ...Show More
The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More!
44:57 | Oct 29th, 2025
8) The Retirement Clinic-9-27-25 – Retirement Savings – How do you stack up?
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 y...Show More
9) The Retirement Clinic-9-20-25 – Why You Shouldn’t Take Financial Advice From Social Media
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 d...Show More
10) The Retirement Clinic-4-12-25 – Navigating Market Volatility
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.