Kowal Investment Group - Now Creative Planning

Jeff Kowal discusses the effects of the coronavirus on the economy, answers caller questions relating to pensions and investing, and shares his thoughts on inheritance.

Jeff Kowal shares his insights on preparing for retirement in 2020, planning and saving for retirement, and discusses planning for inflation.

Financial Advisor Christine Hayward joins Jeff Kowal to discuss the current state of the economy and the SECURE act, and answer caller questions.

Joe Still and John White discuss HSAs, retirement planning and what we can learn from those who have been retired for a while.

Jeff Kowal answers caller questions, discusses the current state of the economy, Retirement Law changes and special guest Frank Sterbin shares his thoughts on interest rates.

Jeff Kowal discusses the SECURE Act becoming Law and changes we need to be aware of. Jeff responds to caller questions relating to IRAs and planning for retirement.

Karyl Richson, retired Public Affairs Specialist with the Social Security Administration, joins Jeff Kowal to share the latest social security updates and answers caller questions relating to social security and Medicare.

Kowal Investment Group Advisor, John White, joins Jeff Kowal to discuss Health Savings Accounts, give insights to Roth IRA Conversions and answer caller questions relating to HSAs.

Jeff Kowal shares insights for retirement planning and discusses effects of the current generational make-up of the workforce.

Aaron Kowal joins Jay Weber to discuss retirement planning for the self-employed. Aaron also touches on the General Electric pension freeze.

Kowal Investment Group Advisors Aaron Spitzner and Joe Still talk about transitioning into retirement, taking your Required Minimum Distribution and discuss what the Presidential Election Year means for the stock market.

Kowal Investment Group Advisor, Marie McFarland joins Jeff Kowal to discuss Qualified Charitable Distributions, retirement planning and the current state of the economy. Jeff and Marie answer caller questions regarding life insurance, wills vs. POD and possible options when considering moving money from one plan to another.

Mark Maynard of Senior Benefit Solutions joins Jeff to discuss Medicare plans, coverage, and benefits. Mark and Jeff also address caller questions relating to employer coverage, qualifying for Medicare, planning and next steps.

Jeff Kowal discusses corporate pension plans, retirement planning and aging advisors moving into retirement. Jeff also explores how Medicare for All would impact high net worth individuals.

Jeff Kowal discusses the current state of the U.S. economy and potential impacts on the financial market with the upcoming election year. Callers get insights into the importance of paying attention to your Required Minimum Distributions, 401(k) Conversions and knowing when to take Social Security.

Jeff Kowal shares insights for managing multiple IRAs, touches on life insurance needs in retirement and discusses qualified charitable distributions. Furthermore, Jeff explains how to lay the foundation to help build a successful family legacy and develop a rising generation.

Paul Schafer and Joe Still discuss the future of the SECURE Act and potential issues. The team sheds light on the six signs that say it may be time to change your Financial Advisor. And lastly, provide thoughts on the economy’s current state and key factors that are impacting market performance.

Financial Advisors Aaron Spitzner and Joe Still join the show to share insights into when it might be time to fire your financial advisor, and IRA planning opportunities to reduce tax implications in retirement. The team discusses current market performance, as well as the importance of business succession planning.

Financial advisor Joe Still joins Jeff Kowal to share insights into potential benefits of a Roth 401(k) over traditional options, as well as strategies for managing your investments in volatile markets and the importance of discussing wealth with your family. Callers get information on 401(k) beneficiaries, stock choices and revocable living trusts.

Financial Advisor Aaron Spitzner joins the show to discuss the current status of the markets and the economy, as well as strategies for managing your health insurance premiums in retirement. Jeff shares steps you should take in the event of sudden wealth, and callers get information about Roth 401(k)s.

Kelly Brown of The American Deposit Management Company joins Aaron Kowal to provide insights to listeners about business banking and how business owners can potentially achieve better rates, better liquidity and decreased risk. Callers get information on Social Security, 403(b) accounts and pensions.

Jeff Kowal gives listeners insights into why having one million dollars in investable assets might not make you feel wealthy, as well as how business owners and individuals must reset their perspectives to drive better value. Callers get information about the SECURE Act, inherited retirement accounts, Social Security and investing.

Jeff Kowal provides listeners with insights into financial moves to make when you’ve been laid off, how big your retirement nest egg should be, and understanding the benefits and consequences of lump sum payouts for pensions. Callers get information on stock allocation, as well as if it’s ever too late to start retirement planning.

Jeff Kowal explores potential challenges in retirement planning for married couples that have an age gap, as well as understanding the current performance of the economy. Listeners get information about Social Security and Medicare, as well as how to avoid letting adult children impact your readiness for retirement.

Medicare expert Kevin Trubenbach joins Joe Still to discuss Medicare and its critical role in retirement planning. Callers get information on insurance premiums, coverage in retirement before becoming Medicare-eligible at age 65, and the importance of stress testing your retirement plan.