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.

The Retirement Clinic-1-11-25 – 2025 Retirement Changes

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.

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

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.

The Retirement Clinic-2-8-25 – The Scarcity Mindset

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.

The Retirement Clinic-2-22-25 – Common IRA Questions

Pension - 401K and Insurance (010525)

The guest host for today's show is Brad Bannon. Brad runs Bannon Communications Research, a polling, message development and media firm which helps labor unions, progressive issue groups and Democratic candidates win public affairs and political campaigns. His show, 'Deadline D.C. with Brad Bannon,' airs every Monday from 3-4pm ET.

The guest host for today's show is Brad Bannon. Brad runs Bannon Communications Research, a polling, message development and media firm which helps labor unions, progressive issue groups and Democratic candidates win public affairs and political campaigns.
His show, 'Deadline D.C. with Brad Bannon,' airs every Monday from 3-4pm ET.  

Brad is first joined by John Bennett, Editor at Large at Congressional Quarterly and Roll Call.  The pair discusses 'Tariff Tuesday,' scheduled for tomorrow by the Trump administration.  In response to the tariffs, the cost of goods and services for Americans are expected to rise, while the stock market (and people's retirement accounts) are expected to decline.

Then, Brad is joined by Alex Lawson, Executive Director of Social Security Works, which fights to address the retirement income crisis by protecting and expanding America's Social Security system. Social Security Works is the convening organization of the Strengthen Social Security Coalition— a coalition made up of over 340 national and state organizations representing over 50 million Americans.

Brad and Alex talk about the chaotic economic policies of the Trump administration, April 5th's planned protests, and the battles to save Medicaid, Medicare and Social Security.
Stripping Medicaid funding could literally put Seniors in nursing homes on the streets, and deprive children with disabilities of funding for their education.
On the Social Security front, Alex explains that the Trump administration is firing staff at Social Security offices to try to cause enough chaos so that they can create an excuse to demand emergency powers to take control of Social Security.

The website for CQ Roll Call is www.RollCall.com and John's handle on X is @BennettJohnT.

The 'Social Security Works' website is www.socialsecurityworks.org and their handle on BlueSky is @socialsecurityworks.org. Alex's handle there is @alaw202.bsky.social. 

Brad writes a political column every Sunday for 'The Hill.' 
He's on the National Journal's panel of political insiders and is a national political analyst for WGN TV and Radio in Chicago and KNX Radio in Los Angeles. You can read Brad's columns at www.MuckRack.com/Brad-Bannon. His handle on BlueSky is @bradbannon.bsky.social. 

Trump's 'Tariff Tuesday' and GOP Attacks on Medicaid, Medicare and Social Security

Chaunsy Weisensel and John White share myths about retirement savings, spending, and more, examine market volatility and history of the markets, and discuss how you can help your children understand money and finances.

The Retirement Clinic-4-5-25 – Retirement Myths

🎯 Leaving your job? Not sure what to do with your 401(k)? 🤔 This week's Retirement Income Show with Michael Eastham simplifies your retirement choices by covering essential strategies to confidently manage your employer retirement plan after you part ways. Avoid common mistakes, secure your nest egg, and step forward with clarity! 💡

🎧 Listen now and take charge of your retirement future!

#401k #RetirementPlanning #FinancialFreedom

Leaving Your Job? Discover Smart Moves for Your 401(k)!

Leaving Your Job? Discover Smart Moves for Your 401(k)! - Podcast

Aaron Spitzner and Tom Krueger discuss the new landscape for retirement, share insights on Roth IRAs, Roth Conversions, and taxes, and examine tax benefits or lack thereof when relocating.

The Retirement Clinic-4-26-25 – Tax Considerations

The Retirement Income Show radio show was created to address the questions and concerns of retirees, pre-retirees, individual investors, and business owners.

The best progressive talk right here, on demand. Always Progressive, Always On!

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.**

New tracks tagged #401k