Jeff Kowal and Karyl Richson discuss updates for Social Security, answer listener questions, examine the characteristics of spousal benefits, explain the impact of temporarily suspending benefits, and share insight into the future of Social Security.

The Retirement Clinic-4-1-23 – Insights into Social Security

Joe Still and John White discuss the 3 Ps of creating a happy retirement, share insights on when to take social security and the questions you need to answer, and examine a high-earner tax break that Congress may be ending.

The Retirement Clinic-7-22-23 – Creating a Happy Retirement

Jeff Kowal addresses concerns for retirees amid the looming government shutdown, discusses how Americans are feeling about their financial security, shares insights on after-tax retirement accounts, and reviews tax breaks and benefits of Qualified Charitable Distributions.

The Retirement Clinic-9-30-23 – Financial Security

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 #Cost of Living Adjustment