Kowal Investment Group Podcast
1) 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
2) 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
3) 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.
4) The Retirement Clinic-9-13-25 – Retirement Planning Regrets
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 variou...Show More
5) The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren
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 th...Show More
6) The Retirement Clinic-8-23-25 – Planning to Help Protect Yourself and Your Family
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 t...Show More
7) The Retirement Clinic-8-9-25 – Retirement Savings and Estate Planning
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 t...Show More
8) The Retirement Clinic-8-2-25 – Essential Documents
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 ...Show More
9) The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth
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,...Show More
10) The Retirement Clinic-7-19-25 – Lower Taxes in Retirement
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 yo...Show More