Kowal Investment Group - Now Creative Planning

Jeff Kowal and Joe Still discuss work-life balance, tips for building or rebuilding wealth, and the increasingly common decision of grey divorce.

Jeff Kowal answers caller questions, explains several retirement acronyms, gives thoughts on Biden’s Infrastructure plan, and shares insights for retiring early.

Jeff Kowal and Karyl Richson discuss social security benefits, the potential changes to the program, and answer caller questions.

Jeff Kowal and Aaron Spitzner discuss saving for retirement, insights people have gained from creating a retirement plan, and taxing the wealthy.

John White and Marie McFarland discuss important tips for when your employer changes your retirement benefits, Required Minimum Distributions, playing the long game, and taxes in retirement.

Aaron Kowal and guest Tim Nettesheim of N2 Advantage focus on business owners and discuss the elements of buying and selling, preparing to sell, and the great reset.

Jeff Kowal and John White discuss the impact of interest rates on pension plans, understanding and planning for inflation, and why you should always designate a beneficiary.

Jeff Kowal and Ray Arndt discuss companies changing their employee benefits and retirement plans, the importance of continuously updating your retirement plan, and long-term care health issues and care.

Joe Still and Aaron Spitzner discuss the future of social security, the 4% rule, and how to know if your assets are protected if something happens to your investment firm or custodian.

Jeff Kowal and Marie McFarland discuss President Biden’s tax plan, questions you need to answer before you retire, and answer caller questions.

Jeff Kowal and Ray Arndt discuss the different rules for RMDs and QCDs over the next three years and share insights regarding pension plans.

Jeff Kowal kicks off 2021 with a recap of the stock market in 2020, shares insights regarding increases to your retirement plan contribution, and discusses retirement account breakups as it pertains to divorce.

Aaron Spitzner and Joe Still reflect on 2020, share important things to consider if you plan to retire in 2021 and answer questions from a retirement income quiz.

Jeff Kowal and John White discuss end-of-year planning and share important things you must know about Roth IRA accounts.

Jeff Kowal and Ray Arndt discuss the importance of year-end retirement planning and share smart estate planning moves to consider.

Jeff Kowal and Karyl Richson discuss social security benefits and answer several caller questions regarding social security and income tax.

Aaron Kowal and Estate Planning Attorney Rhett Holland of Husch Blackwell discuss estate planning and protecting your assets.

Aaron Spitzner and Joe Still discuss retirement year-end deadlines and answer caller questions regarding health savings accounts, 401(k)s, moving money into a Roth.

Aaron Spitzner and Joe Still give a brief update on the economy and discuss the importance of proper saving for retirement and emergency funds.

Jeff Kowal addresses caller questions and discusses saving for retirement, the next big retirement threat, and pension payout traps to avoid.

Jeff Kowal is joined by Mark Maynard of Senior Benefit Solutions to discuss Medicare open enrollment, what Medicare is, and who needs it.

Jeff Kowal is joined by Tim Bullard of Lakes Business Group to discuss the ins and outs of selling your business, why you should involve a financial consultant early on, and why you shouldn’t lie to your broker.

Jeff Kowal recaps the election year, discusses the common question investors are asking during this election year, and shares his insights for how to handle the volatile markets.

Aaron Spitzner, John White, and guest Mike Smith of CPS Horizon discuss long-term care – what it is, who needs it, who can get it, and the different types of long-term care insurance available.

Jeff Kowal and Marie McFarland discuss the interest rate impact on pension lump sums, problems today’s retirees are facing, and why stocks are on the rise amid the recession.