Jeff Kowal and Marie McFarland discuss the importance of having a plan to crack your nest egg, touch on unpredictable aspects of retirement, examine key changes in the SECURE 2.0 Act, and share insights on securing your digital life.

The Retirement Clinic-6-17-23 – Planning How to Crack Your Nest Egg

Jeff Kowal and Joe Still discuss the process of transitioning into retirement, share year-end tax saving opportunities, touch on rule changes coming in 2024, and examine considerations regarding passing money onto your heirs before or after you pass away.

The Retirement Clinic-11-11-23 – Transitioning to Retirement

Does your nest egg need a safety net? Tune in for an inspiring discussion with financial expert Nick Nefouse, CFA, on BlackRock’s LifePath Paycheck: When Nest Eggs Need a Safety Net.  

Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! 
 
Nick Nefouse, CFA, is the Global Head of Retirement Solutions in BlackRock's Multi-Asset Strategies & Solutions (MASS) team and Head of LifePath, BlackRock's global target date fund franchise – helping millions around the world save and invest for retirement. Nick earned a degree in Economics from Michigan State University. He is a board member of both the Financial Markets Institute and Economics Advisory Board at Michigan State University. He is also CFA charterholder. https://www.blackrock.com/us/individual

For more show information visit:
www.MariannePestana.com

#retirement #nestegg #finances #financialwellbeing #paycheck #401K #Blackrock

This is interview is not meant to give financial advice, and is purely for entertainment purposes only.

When Nest Eggs Need a Safety Net with Nick Nefouse, CFA

Are you ready to retire? Tune in for an inspiring discussion with financial expert Nick Nefouse, CFA, on BlackRock’s LifePath Paycheck: When Nest Eggs Need a Safety Net.  

Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! 
 
Nick Nefouse, CFA, is the Global Head of Retirement Solutions in BlackRock's Multi-Asset Strategies & Solutions (MASS) team and Head of LifePath, BlackRock's global target date fund franchise – helping millions around the world save and invest for retirement. Nick earned a degree in Economics from Michigan State University. He is a board member of both the Financial Markets Institute and Economics Advisory Board at Michigan State University. He is also CFA charterholder. https://www.blackrock.com/us/individual

Please note: This discussion is for educational and entertainment purposes only. 

For more show information visit:
www.MariannePestana.com

#retirement #nestegg #finances #financialwellbeing #paycheck #401K #Blackrock

Are You Ready to Retire with Nick Nefouse, CFA

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.

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

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.

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

In a single moment your life can change!  “Moments with Marianne” is a transformative hour that covers an endless array of topics with the ‘best of the best.’ Her guest are leaders in their fields, ranging from inspirational authors, top industry leaders, business and spiritual entrepreneurs.  Each guest is gifted, and a true visionary!  A recognized leader in her own work, and while teaching others to develop, refocus, and grow; Marianne will bring the best guest, and sometimes a special surprise.  Don’t miss this – you never know just which ‘moment’ will change your life forever.

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 #Nest Egg