Podcast terbaik Creative Planning (2025)

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The Retirement Clinic-3-8-25 – Financial Health 51:50

2d ago51:50

51:50

Aaron Spitzner examines risk for those with Dementia and the potential impacts on their financial health, Jeff Kowal joins to share the best things about retirement, Aaron touches on gift tax reminders, and wraps up the show with frequently asked questions on Umbrella Insurance.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-1-25 – Estate Plan Basics 44:52

7d ago44:52

44:52

Joe Still and John White share withdrawal strategies and your retirement plan, discuss estate plan basics, and examine the key components of an estate plan.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-2-22-25 – Common IRA Questions 45:30

14d ago45:30

45:30

Jeff Kowal and Chaunsy Weisensel examine the additional services and resources offered through Creative Planning and the events that push people to meet with a financial advisor, Jeff discusses some common IRA questions, and shares things you can do now to make your estate simpler for your heirs.Oleh Kowal Investment Group - Now Creative Planning

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

21d ago42:06

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.Oleh Kowal Investment Group - Now Creative Planning

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

1M ago42:57

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.Oleh Kowal Investment Group - Now Creative Planning

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

2M ago43:06

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.Oleh Kowal Investment Group - Now Creative Planning

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

2M ago45:14

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.Oleh Kowal Investment Group - Now Creative Planning

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

3M ago43:21

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.Oleh Kowal Investment Group - Now Creative Planning

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

4M ago43:46

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.…

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

4M ago43:10

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.Oleh Kowal Investment Group - Now Creative Planning

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

4M ago42:00

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.Oleh Kowal Investment Group - Now Creative Planning

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

4M ago43:11

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.Oleh Kowal Investment Group - Now Creative Planning

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

5M ago12:22

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.Oleh Kowal Investment Group - Now Creative Planning

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

5M ago8:51

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.Oleh Kowal Investment Group - Now Creative Planning

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

5M ago12:33

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.Oleh Kowal Investment Group - Now Creative Planning

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

5M ago42:29

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.Oleh Kowal Investment Group - Now Creative Planning

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

5M ago43:58

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.Oleh Kowal Investment Group - Now Creative Planning

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

6M ago45:33

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.Oleh Kowal Investment Group - Now Creative Planning

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

6M ago43:37

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.Oleh Kowal Investment Group - Now Creative Planning

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

6M ago44:00

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.Oleh Kowal Investment Group - Now Creative Planning

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

7M ago44:07

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.Oleh Kowal Investment Group - Now Creative Planning

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

7M ago45:00

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.Oleh Kowal Investment Group - Now Creative Planning

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

7M ago46:25

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.Oleh Kowal Investment Group - Now Creative Planning

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

7M ago45:10

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.Oleh Kowal Investment Group - Now Creative Planning

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

7M ago44:09

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.Oleh Kowal Investment Group - Now Creative Planning

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

8M ago45:43

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.Oleh Kowal Investment Group - Now Creative Planning

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

8M ago43:34

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.Oleh Kowal Investment Group - Now Creative Planning

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

8M ago45:45

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.Oleh Kowal Investment Group - Now Creative Planning

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

8M ago43:26

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.Oleh Kowal Investment Group - Now Creative Planning

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

9M ago44:38

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).Oleh Kowal Investment Group - Now Creative Planning

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

9M ago43:05

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.Oleh Kowal Investment Group - Now Creative Planning

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

9M ago44:06

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.Oleh Kowal Investment Group - Now Creative Planning

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

10M ago42:24

42:24

Jeff Kowal and Chris Berens of Horicon Bank discuss what a Corporate Trustee is and who would use one, examine the benefits of having a Corporate Trustee, and share real-life examples of how things can go wrong and when things go right.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-5-18-24 – AI & Cybersecurity 43:09

10M ago43:09

43:09

Aaron Kowal and guest Mike Senkbeil of Chortek discuss how AI is being used in cybersecurity attacks, examine the cybersecurity curve to determine where your business falls, and share thoughts on why AI is like the Manhattan Project.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-5-11-24 – Retirement Savings Concerns 44:32

10M ago44:32

44:32

Aaron Spitzner and Chaunsy Weisensel discuss the average age Americans are retiring at – it's sooner than planned, examine why some are concerned they cannot achieve financial security in retirement, and share insights on qualified charitable distributions and donor-advised funds.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-5-4-24 – Medicare Planning for Retirement 44:14

10M ago44:14

44:14

Joe Still and guest Mark Maynard of Senior Benefit Solutions discuss applying for Medicare, examine the various types of Medicare plans, and share why it is important to work with trusted professionals as you plan for Medicare and retirement.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-4-27-24 – Special Needs Trusts 42:56

10M ago42:56

42:56

Jeff Kowal and guest Al Spiegel of The McLario Firm discuss what a special needs trust is and who needs it, examine First Party Trusts vs Third Party Trusts, and share insights to amending your estate plan.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-4-20-24 – The Retirement Magic Number 45:27

11M ago45:27

45:27

Jeff Kowal and John White examine what a Monte Carlo Analysis actually means, discuss the retirement magic number – how much is enough, and share insights regarding estate planning, inheritances, and blended families.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans 41:55

11M ago41:55

41:55

Aaron Kowal and guest John Koenig, of Elder Advisors Law, discuss the important legal documents you need to have in place, examine traditional estate planning vs. modern estate planning, and share insights regarding shared trusts.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-4-6-24 – Are Americans Prepared for Retirement? 44:40

11M ago44:40

44:40

Joe Still and Anthony Priester discuss if the average American is prepared for retirement, share insights for how Americans can start answering their planning and savings questions, and examine rules around rolling over a 529 plan to a Roth IRA.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-30-24 – Navigating Social Security 42:30

11M ago42:30

42:30

Jeff Kowal and Karyl Richson discuss social security benefits and when to take your benefits, examine if social security will run out, share insights for stopping benefits if you go back to work, and touch on overpayments.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-23-24 – Early Withdrawals and Common Mistakes 43:14

12M ago43:14

43:14

Jeff Kowal examines rules around 72Ts and in-service withdrawals, Aaron Spitzner joins the show to discuss how Americans are treating their 401ks like an ATM, and Jeff wraps things up with common IRA mistakes and shares insights for the surviving spouse.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-16-24 – Understanding Long-term Care 42:50

12M ago42:50

42:50

Aaron Kowal and Mike Smith of CPS Horizon discuss strategies for withdrawing from inherited IRAs, examine long-term care planning, costs, and plan options, and share insights regarding Trump’s potentially expiring tax cuts.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-2-24 – Little Known Rules about IRA Contributions 44:12

1y ago44:12

44:12

Aaron Spitzner and Joe Still discuss little known rules about IRA contributions, share the worst retirement mistakes to avoid, and touch on FDIC coverage limits and work arounds.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-2-24-24 – End of Life Planning 42:56

1y ago42:56

42:56

John White, Pam Foti of Vesta Senior Network, and Christie Toson of The Tribute Companies discuss the aspects of end of life planning, highlight the importance of proactive planning, and share myths about elder care.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-2-17-24 – Added Value of Working with a Financial Advisor 45:06

1y ago45:06

45:06

Jeff Kowal and Chaunsy Weisensel examine the added value of working with a Financial Advisor, discuss how 65-year-olds are redefining a milestone, and share important things you should know about estate planning.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-2-10-24 – The Great Wealth Transfer 43:48

1y ago43:48

43:48

Jeff Kowal shares signs for when it may be time to let someone else manage your money, examines the great wealth transfer and who is receiving most of the money, and discusses Federal tax breaks for charitable giving.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-2-3-24 – Tax Return Red Flags 45:23

1y ago45:23

45:23

Aaron Spitzner and Chaunsy Weisensel examine your chances of being audited and what are tax return red flags, share insights for leaving assets to your heirs, and weigh the tax implications when you are considering selling a home.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-1-27-24 – Retiree’s Biggest Mistakes 44:29

1y ago44:29

44:29

Joe Still and Jeff Kowal share the biggest mistakes retirees say they have made and what they would do different, discuss the savings issues of many Gen Xers and what they can do different, and examine the rules when a trust or estate is named as the IRA beneficiary.Oleh Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-1-20-24 – What’s ahead in 2024 45:15

1y ago45:15

45:15

John White and Jeff Kowal share thoughts on what is ahead for us in 2024, examine rule changes and updates in contribution limits for this year, and discuss Bitcoin ETFs.Oleh Kowal Investment Group - Now Creative Planning

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