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Kowal Investment Group

Kowal Investment Group

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... more

PublishesWeeklyEpisodes290Founded7 years ago
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Latest Episodes

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.

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.

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.

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 regardin... more

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.

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... more

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.

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 p... more

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