Kowal Investment Group podcast

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18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

Kowal Investment Group

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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. 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's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.** Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

292 episoade

Kowal Investment Group

updated acum 3 zile

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292 episoade

#Business #Kowal Investment Group #Financial Advisors

All episodes

Kowal Investment Group

1
The Retirement Clinic-2-8-25 – The Scarcity Mindset 42:06

acum 3 zile42:06

42:06

Jeff Kowal discusses the scarcity mindset, working to change your mindset and behaviors in retirement, Chaunsy Weisensel joins to share updates for 2025 catch-up contributions and other options to consider, Jeff touches on tech support scams, and examines estate planning nightmares.

Kowal Investment Group

1
The Retirement Clinic-1-25-25 – Retirement Milestones 42:57

acum 24 zile42:57

42:57

Jeff Kowal examines retirement milestones and rules to keep in mind, Aaron Spitzner joins the show to discuss 4 changes to retirement accounts in 2025, and Jeff shares insights for the ultra-high net worth and the affluent.

Kowal Investment Group

1
The Retirement Clinic-1-18-25 – Kowal Investment Group Is Now Creative Planning 43:06

acum 5 weeks43:06

43:06

Chaunsy Weisensel and Tom Krueger discuss the move to Creative Planning and the services available, share retirement advice for couples, and examine mistakes every investor makes and how to avoid them.

Kowal Investment Group

1
The Retirement Clinic-1-11-25 – 2025 Retirement Changes 45:14

acum 5 weeks45:14

45:14

Jeff Kowal discusses 2025 changes to contribution limits and more, shares insights for Millennials saving for retirement, and gives thoughts on retirees’ fears about outliving their money and spending rates.

Kowal Investment Group

1
The Retirement Clinic-12-7-24 – How to Not Ruin Your Kids with Money 43:21

acum 11 weeks43:21

43:21

Jeff Kowal and guest Mark Shiller, attorney with Certus Legal Group, discuss people’s varying relationships with money, how money can change you, and examine common estate planning mistakes people make.

Kowal Investment Group

1
The Retirement Clinic-11-23-24 – Important Insurance Considerations 43:46

acum 12 weeks43:46

43:46

Aaron Kowal and guest Brian MacGillis of MacGillis Insurance discuss increases in insurance costs and what is contributing to it, highlight various types of insurance coverage, examine the need for cybersecurity insurance, and share insights regarding property and casualty insurance for high-net-worth individuals.…

Kowal Investment Group

1
The Retirement Clinic-11-16-24 – Best and Worst States to Retire In 43:10

acum 13 weeks43:10

43:10

Chaunsy Weisensel shares the best and worst states to retire in and why, discuss why you are not too young for an estate plan, and Jeff Kowal joins to share insights regarding Roth conversions and required minimum distributions.

Kowal Investment Group

1
The Retirement Clinic-11-9-24 – Long-term Care 42:00

acum 15 weeks42:00

42:00

John White and guest Mike Smith of CPS Horizon highlight November as Long-term Care Awareness Month and why it is so important, examine costs of Long-term Care with and without coverage, share insights for determining the coverage you need, and touch on inherited IRAs.

Kowal Investment Group

1
The Retirement Clinic-10-26-24 – Medicare Annual Enrollment 43:11

acum 16 weeks43:11

43:11

Aaron Spitzner and Mark Maynard of Senior Benefit Solutions discuss Medicare annual enrollment, answer common Medicare questions, and share insights regarding income planning for Medicare premiums.

Kowal Investment Group

1
WKLH - 10-18-24 – Alyssa Johnson Interview – The Best Time to Start Planning 12:22

acum 17 weeks12:22

12:22

WKLH’s Dave and Dorene ask Alyssa Johnson when the best time is to meet with an advisor, discuss the importance of women being involved in the process, share educational opportunities Kowal [Investment Group offers throughout the year, and what the process is to get started with Kowal.

Kowal Investment Group

1
WKLH - 10-18-24 – Aaron Spitzner Interview – Fee-based vs. Commission-based 8:51

acum 17 weeks8:51

8:51

WKLH's Dave and Dorene ask Aaron Spitzner about what it means to be a Fiduciary, discuss fee-based versus commission-based, the benefits of working with a Financial Advisor, and navigating different scenarios.

Kowal Investment Group

1
WKLH - 10-18-24 – Jeff Kowal Interview – Retirement Planning 12:33

acum 17 weeks12:33

12:33

WKLH's Dave and Dorene share personal experiences with Jeff Kowal, discuss planning for retirement and ‘what if’ scenarios, and touch on changing your mindset in retirement.

Kowal Investment Group

1
The Retirement Clinic-10-19-24 – The Importance of an Estate Plan 42:29

acum 18 weeks42:29

42:29

John White and guest Gifford Collins of Collins Law discuss the importance of estate plans and why you need one, shared insights regarding preparing an estate plan, and examine the potential sunsetting of the Tax Cuts and Jobs Act.

Kowal Investment Group

1
The Retirement Clinic-10-5-24 – Election Impact on the Stock Market 43:58

acum 20 weeks43:58

43:58

Jeff Kowal and Aaron Spitzner discuss the impact the upcoming election may have on the stock market, share thoughts on retirement savings early withdrawals and savings mistakes, and examine how you can help your family wealth last for generations.

Kowal Investment Group

1
The Retirement Clinic-9-28-24 – Considerations Before Retirement 45:33

acum 21 weeks45:33

45:33

Jeff Kowal and Joe Still discuss things you should consider before retirement, examine the pros and cons of early retirement, and share common reasons why families argue over inheritances and how to avoid them.

Kowal Investment Group

1
The Retirement Clinic-9-14-24 – Selling A Business 43:37

acum 23 weeks43:37

43:37

Aaron Kowal and guest Tim Nettesheim of N2 Advantage Law discuss negotiations when selling a business, share insights on when it is a good time to sell your business, and examine how the current economy and upcoming election play a role in selling conditions.

Kowal Investment Group

1
The Retirement Clinic-9-7-24 – Buyer Beware 44:00

acum 24 weeks44:00

44:00

Aaron Spitzner shares “buyer beware” situations with annuities and fraud, Jeff joins to examine what you should do with your 401k when you retire, and Aaron discusses strategies to avoid a big tax bill when you inherit an IRA.

Kowal Investment Group

1
The Retirement Clinic-8-24-24 – Behavioral Finance and Investing 44:07

acum 25 weeks44:07

44:07

John White discusses behavioral finance and the emotional side of investing, Jeff Kowal joins to share milestone dates and rules to keep in mind in retirement, and warp things up by touching on the upcoming presidential election and the stock market.

Kowal Investment Group

1
The Retirement Clinic-8-17-24 – What is a Fiduciary 45:00

acum 26 weeks45:00

45:00

Aaron Spitzner and Chaunsy Weisensel discuss the consumer slowdown as Americans begin to scale back, examine what a fiduciary is and the legal responsibility that is upheld, and share insights regarding beneficiary reviews.

Kowal Investment Group

1
The Retirement Clinic-8-10-24 – Generational Wealth 46:25

acum 27 weeks46:25

46:25

Jeff Kowal and guest, Al Spiegel with The McLario Firm, discuss generational wealth and tax laws, share insights for keeping family wealth in the family, and touch on how you can keep your heirs from blowing their inheritance.

Kowal Investment Group

1
The Retirement Clinic-8-3-24 – Determining Your Insurance Needs 45:10

acum 29 weeks45:10

45:10

Aaron Kowal and guest Mike Smith of CPS Horizon discuss how to determine how much insurance you need, examine a Supreme Court ruling on buy-sell agreements, and share an alternative for paying taxes on inherited IRAs under the SECURE Act.

Kowal Investment Group

1
The Retirement Clinic-7-27-24 – Proper Planning for Your Retirement 44:09

acum 29 weeks44:09

44:09

Jeff Kowal and Anthony Priester examine what you need to know about Roth 401ks, discuss phasing in the retirement dream, and share insights regarding whether you should or should not start gifting money to your heirs now.

Kowal Investment Group

1
The Retirement Clinic-7-20-24 – Expenses You May Spend Less on in Retirement 45:43

acum 31 weeks45:43

45:43

Chaunsy Weisensel and John White discuss saving for retirement early and how Gen Z is doing so far, share 9 things you will likely spend less money on in retirement, and examine the Generation-Skipping Transfer Tax.

Kowal Investment Group

1
The Retirement Clinic-7-13-24 – When You Need an Estate Plan 43:34

acum 32 weeks43:34

43:34

Aaron Kowal and guest Mark Andringa, Partner with Cramer Multhauf, discuss what a Healthcare Power of Attorney is and when you need one, examine buy/sell agreements for business owners, and share insights for incorporating gifting strategies in your estate plan.

Kowal Investment Group

1
The Retirement Clinic-7-6-24 – Where to After Retirement? 45:45

acum 32 weeks45:45

45:45

Jeff Kowal and Joe Still discuss things to consider when selecting a new place to live in retirement and 8 great places to look at, examine retirement account balances and how much you need, and share insights regarding tax faux pas when planning who inherits what from your estate.

Kowal Investment Group

1
The Retirement Clinic-6-29-24 – Retirement Finances 43:26

acum 34 weeks43:26

43:26

Aaron Spitzner and Jeff Kowal discuss what to do with your 401k when you retire, share insights regarding discussing retirement finances with your spouse, and examine naming an executor to your estate.

Kowal Investment Group

1
The Retirement Clinic-6-22-24 – Creating a Plan for Social Security Benefits 44:38

acum 35 weeks44:38

44:38

Jeff Kowal and Chaunsy Weisensel discuss reasons a persona may want to claim social security early, share legal problems your family can encounter when you don’t update your beneficiaries or estate plan, and examine Spousal Lifetime Asset Trusts (SLAT).

Kowal Investment Group

1
The Retirement Clinic-6-15-24 – Selling Your Business 43:05

acum 37 weeks43:05

43:05

Aaron Kowal and guest Joe Braier, President of Lake Country Advisors, discuss the psychological aspect of selling your business, share items to focus on to help drive the value of your business, and review the first steps you should take when you decide to sell your business.

Kowal Investment Group

1
The Retirement Clinic-6-8-24 – Retirement Planning Considerations 44:06

acum 37 weeks44:06

44:06

John White and Anthony Priester discuss the steps you need to consider when planning for retirement, share estate planning mistakes, and examine estate taxes and the Tax Cuts and Jobs Act.

Kowal Investment Group

1
The Retirement Clinic-6-1-24 – Why You May Need a Corporate Trustee 42:24

acum 38 weeks42:24