Kowal Investment Group

About 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. 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.**

Publisher

Kowal Investment Group - Now Creative Planning

Category

business

Language

en

Explicit

No

First episode

7 Jun 2018

Latest episode

17 Oct 2026

Latest episodes

355 episodes in the feed.

1. 

   17 Oct 2026

   The Retirement Clinic-9-12-26 – Caregiver Burnout

   Jeff Kowal discusses the toll of being the caregiver and tapping into resources available to you. Later Anthony Priester joins the show to address retirement angst and the challenges aging citizens face. And Jeff wraps up the show with what some say they wish they knew at 45.

2. 

   12 Sept 2026

   The Retirement Clinic-8-22-26 – Lessons for Your Financial Life

   Jeff Kowal discusses lessons learned from 9/11 as it relates to your financial plan. Then he touches on American inventions that created the modern world. Later Anthony Priester joins the show to examine a dangerous financial mistake some retirees make and the importance of retirement income planning. And Jeff wraps up the show with thoughts on early retirement and what to consider.

3. 

   5 Sept 2026

   The Retirement Clinic-8-29-26 – The Honeymoon Phase of Retirement

   Aaron Kowal discusses the phases of retirement and how your mindset shifts over time. Later Jeff Kowal joins the show to shed light on financial challenges that couples with age gaps face. And then Aaron wraps up the show with opportunity zones made permanent by OBBBA.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Podcast Authority Score: 30 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

47

Social presence

0

YouTube

0

Engagement

32

Contact Kowal Investment Group

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Kowal Investment Group