Kowal Investment Group - Now Creative Planning

Kowal Investment Group - Now Creative Planning 354 - The Retirement Clinic-8-22-26 – Lessons for Your Financial Life

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

00:00

Episodes

12 Sep 2026

05 Sep 2026

01 Sep 2026

22 Aug 2026

15 Aug 2026

06 Aug 2026

02 Aug 2026

25 Jul 2026

13 Jul 2026

10 Jul 2026

02 Jul 2026

29 Jun 2026

26 Jun 2026

22 Jun 2026

20 Jun 2026

28 May 2026

22 May 2026

04 May 2026

23 Apr 2026

09 Apr 2026

25 Mar 2026

13 Mar 2026

04 Mar 2026

23 Feb 2026

11 Feb 2026

04 Feb 2026

28 Jan 2026

27 Jan 2026

13 Jan 2026

05 Jan 2026

19 Dec 2025

12 Dec 2025

25 Nov 2025

21 Nov 2025

11 Nov 2025

31 Oct 2025

29 Oct 2025

18 Oct 2025

10 Oct 2025

06 Oct 2025

26 Sep 2025

19 Sep 2025

17 Sep 2025

29 Aug 2025

18 Aug 2025

13 Aug 2025

08 Aug 2025

29 Jul 2025

09 Jul 2025

Kowal Investment Group - Now Creative Planning

Episodes

The Retirement Clinic-8-22-26 – Lessons for Your Financial Life

The Retirement Clinic-8-29-26 – The Honeymoon Phase of Retirement

The Retirement Clinic-8-15-26 – Seasonal Living

The Retirement Clinic-8-8-26 – Payday in Retirement

The Retirement Clinic-8-1-26 – Retiring into a Down Market

The Retirement Clinic-7-11-26 – Financial Scams

The Retirement Clinic-7-25-26 – Healthspan vs Lifespan

The Retirement Clinic-7-18-26 – Do I Stay or Do I Go?

The Retirement Clinic-6-27-26 – The Gray Zone of Retirement Planning

The Retirement Clinic-6-20-26 – The Overlooked Retirement Tax Break

The Retirement Clinic-6-13-26 – Considerations for Early and Delayed Retirement

The Retirement Clinic-6-6-26 – Tips to Thrive in Retirement

The Retirement Clinic-5-2-26 – Inherited Real Estate

The Retirement Clinic-5-16-26 – The Great Wealth Transfer

The Retirement Clinic-5-9-26 – Considerations for Your Tax Refund

The Retirement Clinic-4-25-26 – The Magic Number You Need to Retire

The Retirement Clinic-4-18-26 – What You Should Do with Your Old 401K

The Retirement Clinic-4-4-26 – (Tax) Bracket Management

The Retirement Clinic-3-28-26 – Retirement Planning Strategies

The Retirement Clinic-3-21-26 – The ‘Silver Tsunami’

The Retirement Clinic-2-28-26 – AI and Financial Planning

The Retirement Clinic-2-21-26 – 10 Things You Need to Know About Social Security

The Retirement Clinic-2-14-26 – Longevity Planning

The Retirement Clinic-2-7-26 – What To Do When Your Spouse Passes Away

The Retirement Clinic-1-31-26 – Building Your Financial Plan

The Retirement Clinic-1-24-26 – Financial Organization and Life Events

The Retirement Clinic-1-10-26 – 2025 in Summary and Planning Strategies for 2026

The Retirement Clinic-1-3-26 – Don’t Outlive Your Money

The Retirement Clinic-12-27-25 – Should You Give Money to Your Adult Kids?

The Retirement Clinic-12-20-25 – Wrapping Up 2025

The Retirement Clinic-12-6-25 – Simplifying Financial Decisions

The Retirement Clinic-11-22-25 – Tax Deductions and Savings Opportunities

The Retirement Clinic-11-15-25 – IRA Questions and Distribution Rules

The Retirement Clinic-11-1-25 – Time in the Market

The Retirement Clinic-10-25-25 – Catch-up Contributions

The Retirement Clinic-10-18-25 – Key Social Security Considerations

The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More!

The Retirement Clinic-9-27-25 – Retirement Savings – How do you stack up?

The Retirement Clinic-9-20-25 – Why You Shouldn’t Take Financial Advice From Social Media

The Retirement Clinic-4-12-25 – Navigating Market Volatility

The Retirement Clinic-9-13-25 – Retirement Planning Regrets

The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren

The Retirement Clinic-8-23-25 – Planning to Help Protect Yourself and Your Family

The Retirement Clinic-8-9-25 – Retirement Savings and Estate Planning

The Retirement Clinic-8-2-25 – Essential Documents

The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth

The Retirement Clinic-7-19-25 – Lower Taxes in Retirement

The Retirement Clinic-7-12-25 – One Big Beautiful Bill Act

The Retirement Clinic-6-28-25 – The Importance of Financial Organization

The Retirement Clinic-6-14-25 – Are your saving enough for retirement?