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.

The Retirement Clinic-6-8-24 – Retirement Planning Considerations

Dan Solin is the&nbsp;New York Times&nbsp;bestselling author of the&nbsp;Smartest series of books, which include&nbsp;The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own,&nbsp;The Smartest Sales Book You’ll Ever Read&nbsp;and&nbsp;The Smartest Money Book You’ll Ever Read. He is also the author of&nbsp;Ask: How to Relate to Anyone and&nbsp;Does Your Broker Owe You Money?   In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.   His latest book is&nbsp;Wealthier:&nbsp;The Investing Field Guide for Millennials. The website for&nbsp;Wealthier is&nbsp;.   Dan is a regular blogger for&nbsp;Advisor Perspectives.   Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School. &nbsp;   He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.   He was formerly a registered investment advisor with several prominent advisory firms.   He resides in Bonita Springs, FL with his wife, Patricia. &nbsp;  In this episode Luis and Dan discuss: &nbsp;  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Why investing does not need to be complicated  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Tips for Millennials and anyone getting started in their financial journey  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; How to eliminate distractions in life and get focused on your goals  ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Focusing on what matters most &nbsp; And much more….. Resources:

160: How to Get Wealthier with Dan Solin

As a licensed Agent of New York Life Insurance  Company, I offer a variety of products that can help you meet several insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please get in touch with me to help you thoroughly analyze your needs and recommend appropriate solutions.

Timotie Rodriguez - New York Life

Too often the conversations about life insurance are geared toward how much insurance to purchase. This conversation focuses on when to consider life insurance purchases and changes. What do you look for when you look at your own policies? Easy ways to make sure your insurance policies are up to date.

When To Purchase A Life Insurance Policy

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.

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

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.

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

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.

The Retirement Clinic-8-10-24 – Generational Wealth

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.

The Retirement Clinic-9-7-24 – Buyer Beware

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.

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

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.

The Retirement Clinic-11-9-24 – Long-term Care

Financial Planning for Millennial Physicians, Dentists, Executives, and Business Owners.

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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

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