Kowal Investment Group - Now Creative Planning

Jeff Kowal and guest Mark Maynard of Senior Benefit Solutions discuss the four parts of Medicare, share insights regarding annual enrollment, and answer caller questions regarding Medicare.

Jeff Kowal shares insights into consolidating accounts to simplify retirement, discusses the best year-end tax planning moves, elaborates on how congress is targeting IRAs.

Jeff Kowal and Chaunsy Weisensel discuss important financial matters to consider after the death of a spouse, share insights regarding tax traps in retirement, and review charitable gifting options for your retirement assets.

Joe Still and John White share thoughts on what to do in retirement, discuss rules with Roth IRAs, and share insights into conversion strategies.

Joe Still and guest Karyl Richson share insights into Social Security, answer listener questions, and take a social security quiz – what do you know about social security.

Aaron Spitzner guest Mike Smith of CPS Horizon discuss Life Insurance and Long-term Care Insurance and answer common questions such as how to plan, and do you really need long-term care, and share insights regarding Second to Die Life Insurance plans.

Jeff Kowal discusses retirement law changes and proposed changes to the SECURE Act, shares the history of changes to Roth IRAs, and examines mega backdoor Roths.

Jeff Kowal and Aaron Kowal celebrate the 20th anniversary of The Retirement Clinic on WISN, answer caller questions and share insights regarding charitable remainder trusts.

Aaron Spitzner discusses dos and don’ts for retirement, answers caller questions, and shares options for charitable giving in 2021.

Jeff Kowal shares “get off my lawn” moments, answers caller questions, gives insights for Roth conversions and discusses the possibility of stocks facing higher capital gains taxes.

Jeff Kowal and Chaunsy Weisensel discuss the need to plan for long-term care now, where Americans stand with retirement savings, and keeping family wealth in the family.

Jeff Kowal and John White answer Roth Conversion questions, discuss the two ways to measure your return on investments, share insights regarding when to take social security, and financial horror stories you’ll want to avoid.

Aaron Kowal and guest Michael Sinkbeil of Chortek discuss cybersecurity threats, protecting yourself and your business from cyber-attacks, password recommendations, and share insights for backdoor Roth contributions.

Joe Still and John White explain the Fiduciary Standard, share expectations for your relationship with your financial advisor, and give options for paying college tuition.

Jeff Kowal shares insights for retirement planning, discusses the possibility of cognitive decline and how to prepare for it, and shares thoughts on President Biden’s proposed death tax.

Aaron Spitzner and Marie McFarland discuss the significance of compound interest through the unique story of former baseball legend Bobby Bonilla, explain tax changes between 2020 and 2021, and share insights for rebalancing your portfolio.

Jeff Kowal shares tips for keeping family wealth in the family, explains the details of the unique story of Peter Thiel’s $5 billion Roth IRA, and discusses the lasting financial effects of losing a spouse.

John White and Marie McFarland discuss the concept of behavioral finance, why making rational financial decisions are crucial for a promising future, the mind shift from saving to spending in retirement, and how to overcome the fears and worries of managing money in retirement.

Joe Still discusses an optimistic outlook on retirement, explains plans and tips for preparing/planning for retirement, why saving money at a young age is important, and what you should do as you get very close to retirement.

Aaron Kowal and guest Brian MacGillis of MacGillis Insurance discuss the various insurance coverages available and why it’s crucial to ensure you are covered and your policy is up to date.

Jeff Kowal and Marie McFarland discuss rethinking aging in retirement, social security basics, and when to review wills and trusts.

Jeff Kowal and guest Joe Braier of Lakes Business Group explain the crucial details of buying and selling a business with an emphasis on mergers & acquisitions.

Aaron Spitzner and guest Kevin Truebenbach of Transition Health Benefits discuss health insurance options for those transitioning to retirement and share insights regarding the American Rescue Plan Act.

Jeff Kowal discusses minimizing taxes in retirement, explains important details about IRAs, and shares insights regarding death and taxes.

Marie McFarland and John White highlight KIG Discovery Meeting preparation, discuss questions to ask yourself and your Financial Advisor, share insights for college savings plans and protecting your child’s inheritance.