최고 Kowal Investment Group 팟캐스트 (2022)

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Kowal Investment Group

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The Retirement Clinic-6-11-22 – Living in Retirement 42:46

1d ago42:46

42:46

Marie McFarland and Chaunsy Weisensel give a quiz on retirement accounts and Social Security, answer caller questions on agency bonds and Roth accounts, discuss living in retirement, and touch on tax planning.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-6-4-22 – Retirement for Business Owners 44:47

7d ago44:47

44:47

Aaron Kowal and Joe Braier, President of Lake Country Advisors, discuss the market for buying and selling businesses, explain the process of selling a business, touch on charitable planning, and share insights on aspects of a business that can impact its value.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-5-21-22 – Inflation and Interest Rates 45:00

15d ago45:00

45:00

Aaron Kowal and Kelly Brown, CEO of American Deposit Management, explain inflation’s impact on individuals, examine the Federal Reserve and rising interest rates, discuss the current economy, highlight the earnings credit program for businesses, and share insights into transferring values, in addition to wealth, to heirs.…

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Kowal Investment Group

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The Retirement Clinic-5-14-22 – Do I need to change my financial plan? 42:13

29d ago42:13

42:13

Aaron Spitzner and John White share an update on the current economy and stock market, discuss the importance of planning for Social Security, answer a caller’s question about Roth IRA conversions, share insights into why some retirees are re-joining the workforce, and examine the anticipated passage of the SECURE Act 2.0.…

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Kowal Investment Group

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The Retirement Clinic-5-7-22 – Surprising Facts about Retirement 39:14

1M ago39:14

39:14

Jeff Kowal and Joe Still discuss seven surprising facts about retirement, answer a caller’s question about investing in Bitcoin, share insights into the emotion associated with spending in retirement, and explain how a large inheritance can be shared.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-4-30-22 – Tax-free Growth Accounts 42:46

2M ago42:46

42:46

Jeff Kowal gives an update on the current economy and stock market, discusses the “motherhood penalty,” shares a rule clarification surrounding the SECURE Act, explains 401(k) vs the Roth 401(k) and things to consider while selecting which account you would like to contribute to, and gives insight to taxes in retirement.…

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Kowal Investment Group

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The Retirement Clinic-4-23-22 – Create a Successful Retirement 42:15

2M ago42:15

42:15

Jeff Kowal and Chaunsy Weisensel discuss the pieces of creating a successful retirement plan, share insights regarding the SECURE Act 10-year rule for beneficiaries, special guest Tim Bullard calls in for this week’s BOSS Segment, and Jeff touches on avoiding unintended beneficiaries.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-4-9-22 – Potential Retirement Changes 43:05

2M ago43:05

43:05

Jeff Kowal discusses the concept of phased retirement, shares insights regarding the SECURE Act 2.0, touches on the current stock market behavior in relation to the war, and shares a story about divorce, money, and emotions.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-4-2-22 – Let’s talk about Bitcoin 43:50

3M ago43:50

43:50

Jeff Kowal and John White are briefly joined by Tim Bullard of Lake Country Advisors who corrects some misconceptions about selling your business in the current market, John white shares insights regarding Bitcoin, and Jeff Kowal discusses Tax-free Roth options and shares a story about early inheritance issues.…

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Kowal Investment Group

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The Retirement Clinic-3-26-22 – Choosing the right Financial Advisor 42:26

3M ago42:26

42:26

Jeff Kowal and Marie McFarland share the 6 mistakes you should avoid when choosing a financial advisor, discuss things 401(k) millionaires should consider, and shed insight on estate executors and removing trustees.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-3-19-22 – Mistakes People Make 42:39

3M ago42:39

42:39

Jeff Kowal gives an update on the stock market, shares an interesting statistic about the great resignation, discusses the Federal Reserves’ first interest rate hike since 2018, and talks about the adjustments to estate and tax planning for 2022.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-3-12-22 – Reacting to a Down Market 42:12

3M ago42:12

42:12

Joe Still and Chaunsy Weisensel share insights regarding the current market, discuss do’ and don’ts in a down market, walk through the popular question ‘Do I have enough to retire?’, and touch on protecting your payments from fraud.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-3-5-22 – Tips for a Down Market 47:11

3M ago47:11

47:11

Jeff Kowal and Aaron Spitzner share tips for retirees during a down market, touch on elder abuse and protecting you and your loved ones, and discuss what you need to know about inherited IRAs.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-2-26-22 – Stay Calm and Be Patient 41:36

4M ago41:36

41:36

Jeff Kowal and John White explain the Monte Carlo simulation and market timing, share thoughts on expectations for the rest of the year, and discuss how you can prevent unwanted beneficiaries from gaining access to your estate.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-2-19-22 – Put it in Writing 42:32

4M ago42:32

42:32

Jeff Kowal and Chaunsy Weisensel discuss the great resignation, what you should do about your old 401(k), touch on the best and worst assets to leave to your heirs, and explain why it’s so important to not only discuss your wishes but to put everything in writing.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-2-5-22 – Understanding Estate Planning 44:36

4M ago44:36

44:36

Aaron Kowal and Rhett Holland of Husch Blackwell discuss estate planning, structuring inheritance and trusts, estate planning for your business, and potential tax law changes for estate taxes.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-1-29-22 – Retirement Accounts and Income 44:03

5M ago44:03

44:03

Jeff Kowal shares two things to do when the stock market gets crazy, shares insights regarding social security funding, answers caller questions, and discusses charitable remainder trusts.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-1-22-22 – Financial To-do List for 2022 41:49

5M ago41:49

41:49

Jeff Kowal and Marie McFarland discuss your 2022 financial to-do list, explain how you can avoid penalties if you didn’t take your 2021 RMD, and examine the best and worst assets to leave to your heirs.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-1-15-22 – Preparing for Retirement 43:54

5M ago43:54

43:54

Jeff Kowal and Joe Still discuss what you should consider while preparing for retirement, share insights into small business retirement plans, touch on inflation expectations, and emphasize proper planning.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-1-8-22 – What’s Important in Cybersecurity 41:52

5M ago41:52

41:52

Aaron Kowal and Mike Senkbeil of Chortek discuss what happened in 2021 with cybersecurity, explain the Cybersecurity Curve points, share insights regarding the importance of protecting your assets, and shed light on the Dark Web.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-1-1-22 – Setting up for a Successful 2022 46:19

5M ago46:19

46:19

Aaron Spitzner and Chaunsy Weisensel discuss how to set yourself up for a financially successful 2022 with 9 resolutions, explain the adjusted 2022 retirement account contribution limits, and examine the two government bills to watch this year.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-12-18-21- Estate Beneficiaries 43:07

6M ago43:07

43:07

Jeff Kowal discusses who can be estate plan beneficiaries and how to arrange for them, reviews Barron’s outlook on 2022 considering the stock market, inflation, and the supply chain, and shares thoughts on “Grey Divorce.”저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-12-11-21- Inheriting Assets 47:20

6M ago47:20

47:20

Jeff Kowal and Joe Still discuss the challenges and rules around inheriting assets, share thoughts on inflation and how to plan for it, and review an executor’s checklist of responsibilities.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-12-4-21- Corporate Trustees & Power of Attorney 40:20

6M ago40:20

40:20

Aaron Kowal and guest Chris Berens of Horicon Bank discuss the importance of having your affairs in order and well documented, the benefits of a corporate trustee, and being a Power of Attorney.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-11-20-21- IRA Rollover Mistakes 45:56

7M ago45:56

45:56

Jeff Kowal and Marie McFarland share year-end tax planning moves, discuss the biggest mistakes people make with IRA rollovers, and offer insights into gifting money to children.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-11-13-21- Year-end Planning 41:40

7M ago41:40

41:40

Jeff Kowal and Aaron Spitzner discuss important year-end planning moves, review the retirement readiness checklist, and share insights regarding the year of death RMD.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-11-6-21- Managing Assets and Funds 41:57

7M ago41:57

41:57

Jeff Kowal discusses how workers are saving for retirement, examines the recently passed infrastructure bill, and shares insights for educating inheritors of family wealth.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-10-30-21- Medicare Annual Enrollment 41:28

8M ago41:28

41:28

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-10-23-21- Year-end Tax Moves 41:10

8M ago41:10

41:10

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-10-16-21- Tax Traps in Retirement 40:44

8M ago40:44

40:44

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-10-9-21- Conversion Strategies 41:22

8M ago41:22

41:22

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

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Kowal Investment Group

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The Retirement Clinic-9-25-21- What to Know About Social Security 42:11

9M ago42:11

42:11

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-9-18-21- Life Insurance and Long-term Care 43:24

9M ago43:24

43:24

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-9-11-21- Roth IRA Changes Over the Years 41:40

9M ago41:40

41:40

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic -9-4-21- 20th Anniversary 42:46

9M ago42:46

42:46

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-8-28-21 – Dos & Don’ts for Retirement 43:06

9M ago43:06

43:06

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

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Kowal Investment Group

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The Retirement Clinic-8-21-21 Retirement Accounts and Questions 41:59

10M ago41:59

41:59

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-8-14-21 – Plan for Long-term Care 43:05

10M ago43:05

43:05

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-8-7-21 Measuring Rate of Return 42:24

10M ago42:24

42:24

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-7-31-21 Cybersecurity 42:58

10M ago42:58

42:58

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-7-24-21 – Transparency from your Financial Advisor 46:43

11M ago46:43

46:43

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-7-10-21 – Planning for Cognitive Decline 43:08

11M ago43:08

43:08

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-7-3-21 – Managing Your Taxes & Portfolio 45:00

12M ago45:00

45:00

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-6-26-21 – Keeping Family Wealth in the Family 42:02

12M ago42:02

42:02

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-6-19-21 – Behavioral Finance 40:04

12M ago40:04

40:04

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-6-12-21 – Getting Ready to Retire! 41:14

1y ago41:14

41:14

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-6-5-21 – Exploring Insurance Coverage 41:50

1y ago41:50

41:50

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-5-22-21 – Life Expectancy and Social Security Basics 41:49

1y ago41:49

41:49

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

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Kowal Investment Group

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The Retirement Clinic - 5-15-21 Selling Your Company (Mergers & Acquisitions) 43:26

1y ago43:26

43:26

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.저자 Kowal Investment Group

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Kowal Investment Group

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The Retirement Clinic-5-8-21 – Transition Health Benefits 42:01

1y ago42:01

42:01

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.저자 Kowal Investment Group

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