Best Help Starting Medicare Podcasts (2025)

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The Retirement Clinic-5-31-25 – Behavioral Investing Mistakes 45:00

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21h ago45:00

45:00

Aaron Kowal discusses the behavioral investing mistakes made by many investors and shares tax strategies to consider in succession planning. Later, Jeff joins to discuss IRAs and how they are different and shares a tax fraud scheme from the headlines. Then Aaron wraps things up by examining how tax-loss harvesting can be used in tax planning.…

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E260: What Is an S-Corp and How Do You Set One Up? 10:25

3d ago10:25

10:25

S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.By Michael Reynolds, CFP®

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Eat Short to Live Long: Boosting Energy Through Diet 21:42

4d ago21:42

21:42

Send us a text The Plant Paradox and Lectin-Free Eating Introduction: This briefing document synthesizes information from excerpts featuring Dr. Steven Gundry and a WebMD article on the Plant Paradox diet (also known as the lectin-free diet). The core concept of this approach is that certain proteins in plants, called lectins, are "anti-nutrients" …

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The Retirement Clinic-5-17-25 – Tax Planning for Your Estate, Business, and More 42:54

8d ago42:54

42:54

Aaron Kowal discusses what investors should and should not do in the face of increasing prices, shares estate planning updates related to the Tax Cuts and Jobs Act, Jeff Kowal examines common mistakes made amid a divorce, and Aaron touches on charitable giving strategies for Retirees.By Kowal Investment Group - Now Creative Planning

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Medicare Basics Explained 18:52

8d ago18:52

18:52

What are the key dates with Medicare? What if I'm still working at 65? Mackenzie Anderson explains that and more in the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.be/WldP2AwMWqs https://www.premiermedicaresolutions.com/ #medicarepodcast #originalmedicare #medicaretexas #medicareaustin …

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The Retirement Clinic-5-10-25 – Chasing Returns 44:24

22d ago44:24

44:24

Aaron Kowal discusses why chasing returns can hurt your portfolio, later Jeff Kowal shares thoughts on retirees moving to lower tax states and other expenses they need to consider, and Aaron wraps things up with retirement income optimizations.By Kowal Investment Group - Now Creative Planning

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E259: Should I Buy a Duplex? 8:47

24d ago8:47

8:47

Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.By Michael Reynolds, CFP®

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E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare 11:20

1M ago11:20

11:20

We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.By Michael Reynolds, CFP®

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The Retirement Clinic-4-26-25 – Tax Considerations 44:13

1M ago44:13

44:13

Aaron Spitzner and Tom Krueger discuss the new landscape for retirement, share insights on Roth IRAs, Roth Conversions, and taxes, and examine tax benefits or lack thereof when relocating.By Kowal Investment Group - Now Creative Planning

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E257: What is a Buffered ETF and How Does It Work? 9:59

1M ago9:59

9:59

Buffered ETFs offer downside protection with capped gains, making them an attractive option for cautious investors. Learn how buffered ETFs work and when they might fit into your portfolio.By Michael Reynolds, CFP®

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Understanding Veterans Medicare Benefits 24:03

1M ago24:03

24:03

Navigating Medicare benefits for Veterans requires extra attention to detail. Mackenzie Anderson sits down with Veteran and Medicare Expert Adela Cochrum to discuss in the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.be/Rqd-17N7GFM https://www.premiermedicaresolutions.com/ #medicarepodca…

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E256: So You Started a Business – Now What? 10:40

2M ago10:40

10:40

You’ve taken the leap and started your own business. First, congratulations! It takes courage to step out on your own and build something from scratch. But now that you’re officially in business, what comes next?By Michael Reynolds, CFP®

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The Retirement Clinic-4-5-25 – Retirement Myths 44:25

2M ago44:25

44:25

Chaunsy Weisensel and John White share myths about retirement savings, spending, and more, examine market volatility and history of the markets, and discuss how you can help your children understand money and finances.By Kowal Investment Group - Now Creative Planning

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E255: 3 Ways to Improve Your Tax Filing Process Next Year 5:17

2M ago5:17

5:17

Tax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.By Michael Reynolds, CFP®

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38. Your Downmarket Playbook: Six Things Smart Investors Do When Markets Crash 18:41

2M ago18:41

18:41

The market is falling—again. So what should you actually do when things get rocky? In this episode, you'll hear a simple, practical playbook for staying calm, staying invested, and making smart moves during market downturns. Backed by 150+ years of market history and real investor behavior, you’ll learn why crashes aren’t as rare (or as scary) as t…

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The Retirement Clinic-3-29-25 – Social Security 43:57

2M ago43:57

43:57

Jeff Kowal and guest Karyl Richson discuss how social security was first issued and the confusion around the deceased, examine social security overpayments and the annual earnings limit, and share a story around unintentional fraud and lessons to be learned.By Kowal Investment Group - Now Creative Planning

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The Retirement Clinic-3-22-25 – Enjoying Retirement 43:11

2M ago43:11

43:11

Joe Still and Tom Krueger discuss things to do in volatile markets and things to avoid, share the top 10 ways to enjoy your retirement, and highlight the top active adult communities in 2025.By Kowal Investment Group - Now Creative Planning

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E254: 10 Budgeting Myths That Keep People from Using a Budget 9:15

2M ago9:15

9:15

Creating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?By Michael Reynolds, CFP®

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This and That About Medicare 20:38

2M ago20:38

20:38

How are your Medicare premiums calculated? What are some things Medicare covers and some they do not? Mackenzie Anderson explains that and more in the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.be/rAv1SOCJhR8 https://www.premiermedicaresolutions.com/ #medicarepodcast #originalmedicare …

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E253: How to Claim Your Tax Credits for Adoption Expenses 12:44

2M ago12:44

12:44

Adoption can be one of the most meaningful experiences in life—but it's no secret that it can also come with significant costs. Fortunately, the IRS offers adoption tax benefits designed to offset some of these costs. If you’re planning to adopt or have recently completed an adoption, it’s worth understanding how to claim these valuable tax credits…

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The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams 42:47

2M ago42:47

42:47

Aaron Kowal shares common overlooked tax deductions, touches on the benefits of succession planning, discusses the dirty dozen tax scams to avoid, and wraps up with Direct Indexing.By Kowal Investment Group - Now Creative Planning

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A Tribute to National Veterans Day 11:28

3M ago11:28

11:28

Send us a text Date: March 23, 2025 Sources Reviewed: "50th Anniversary of the Vietnam War Commemoration | Vietnam War Commemoration" "In Country: Stories from the Vietnam War | Vietnam War (1961-1975) | Serving: Our Voices | Veterans History Project Collection | Digital Collections | Library of Congress" "NHHC" (Naval History and Heritage Command …

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E252: Should I Repair or Replace My Car? 6:12

3M ago6:12

6:12

If you've ever owned an older car, you've probably faced the tough choice: Should you spend the money to repair it, or is it finally time to buy something newer? This is a common situation, and it's totally normal to feel a bit torn between the practical side of things and your emotional connection to your vehicle.…

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The Retirement Clinic-3-8-25 – Financial Health 51:50

3M ago51:50

51:50

Aaron Spitzner examines risk for those with Dementia and the potential impacts on their financial health, Jeff Kowal joins to share the best things about retirement, Aaron touches on gift tax reminders, and wraps up the show with frequently asked questions on Umbrella Insurance.By Kowal Investment Group - Now Creative Planning

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37. Is Your IRA an IOU to the IRS? 14:14

3M ago14:14

14:14

Most people think they've done everything right by saving in a traditional IRA or 401(k). But what if I told you that a big portion of your retirement savings actually belongs to the IRS? In this episode, we'll break down a recent CNBC article featuring insights from IRA expert Ed Slott, who calls traditional IRAs "the worst possible asset" for ret…

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The Retirement Clinic-3-1-25 – Estate Plan Basics 44:52

3M ago44:52

44:52

Joe Still and John White share withdrawal strategies and your retirement plan, discuss estate plan basics, and examine the key components of an estate plan.By Kowal Investment Group - Now Creative Planning

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E251: What Are My Options For College Savings For My Child? 12:36

3M ago12:36

12:36

Saving for your children's college education is one of the most important financial decisions you'll make as a parent. With the cost of higher education rising steadily, it's a great idea to start planning early and understand your options.By Michael Reynolds, CFP®

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36. 10 Tax Myths That Could Be Costing You Thousands 17:33

3M ago17:33

17:33

Think you know how taxes work? Some of the most common tax "facts" people believe are actually costing them money. In this episode, we’re diving into 10 of the biggest tax myths to set the record straight. We’ll cover: ✅ Why being in a higher tax bracket doesn’t mean all your income is taxed at that rate ✅ The reason many retirees end up paying mor…

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The Retirement Clinic-2-22-25 – Common IRA Questions 45:30

3M ago45:30

45:30

Jeff Kowal and Chaunsy Weisensel examine the additional services and resources offered through Creative Planning and the events that push people to meet with a financial advisor, Jeff discusses some common IRA questions, and shares things you can do now to make your estate simpler for your heirs.By Kowal Investment Group - Now Creative Planning

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E250: What Is a Roth 401(k) and How Does It Work? 8:42

3M ago8:42

8:42

If your employer offers a Roth 401(k), consider giving it a closer look. It could become an essential part of your financial strategy, setting you up for a financially secure, tax-efficient retirement.By Michael Reynolds, CFP®

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35. Collecting Over $2 Million in Social Security Benefits (And How to Calculate Yours) 13:00

3M ago13:00

13:00

Most retirees don’t realize just how valuable Social Security can be—or how much strategy goes into maximizing those benefits. In this episode, we break down a real-life case study of a couple I work with, let's call them James and Elizabeth. Thanks to a smart claiming strategy, they’re projected to collect over $2.4 million in lifetime Social Secu…

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Staying Active a Key to Mental Health for Seniors 15:24

3M ago15:24

15:24

There is much discussion about Mental Health concerns among younger people. Seniors are often ignored in these discussions. Mackenzie Anderson sits down with Ashley Rogers of Life Chats Therapy to discuss in the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.be/v7ms6A5OT5M https://www.life…

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The Retirement Clinic-2-8-25 – The Scarcity Mindset 42:06

3M ago42:06

42:06

Jeff Kowal discusses the scarcity mindset, working to change your mindset and behaviors in retirement, Chaunsy Weisensel joins to share updates for 2025 catch-up contributions and other options to consider, Jeff touches on tech support scams, and examines estate planning nightmares.By Kowal Investment Group - Now Creative Planning

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E249: Reasonable Compensation for S-Corps – Busting Common Myths 9:53

3M ago9:53

9:53

Reasonable compensation is one of the most misunderstood and debated topics for S-Corporation (S-Corp) owners. Despite its importance, misconceptions continue to circulate, often leading to IRS challenges or costly mistakes. Let’s break down what reasonable compensation is, why it matters, and bust some of the most common myths.…

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Health Landscape: Key Themes and Events in February 2025 14:00

3M ago14:00

14:00

Send us a text Health Landscape - February 2025 Overview: This document summarizes key themes and events in the health landscape as of February 2025, based on excerpts from TIME's Health section and the National Institutes of Health (NIH) website. The sources highlight a range of issues, from reproductive rights and emerging health threats (like me…

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DOJ Probe into UnitedHealth Medicare Billing Practices 10:43

4M ago10:43

10:43

Send us a text DOJ Probe into UnitedHealth Medicare Billing Practices Date: February 21, 2025 Source: Ground News (Aggregation of multiple news outlets) Subject: Department of Justice (DOJ) Investigation into UnitedHealth's Medicare Billing Practices Executive Summary: The U.S. Justice Department has launched an investigation into UnitedHealth Grou…

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E248: How to Read a Fund Report – Understanding Key Investment Metrics 9:17

4M ago9:17

9:17

Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.…

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34. Why You Should Freeze Your Credit Today (And How To Do It In 15 Minutes) 13:41

4M ago13:41

13:41

Freezing your credit is one of the easiest and most effective ways to protect yourself from fraud and identity theft, and the best part? It’s free and only takes 15 minutes. In this episode of The Atomic Retirement Podcast, you'll learn: ✅ What a credit freeze is and how it helps protect you from fraud ✅ Step-by-step instructions on how to freeze y…

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Income Opportunities for Seniors 23:39

4M ago23:39

23:39

Send us a text Income Opportunities for Older Adults Introduction: This document summarizes key information regarding income opportunities and available benefits for older adults, drawing from various sources including AARP Foundation, Shopify, Upwork, and Senior Services of America. The sources highlight a landscape where older adults can leverage…

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Health Insurance, Costs, Coverage, and Employee Retention 15:48

4M ago15:48

15:48

Send us a text Health Insurance Costs, Coverage, and Employee Retention Executive Summary: This document summarizes key findings regarding health insurance costs, the differences between group and individual coverage, and the crucial role health benefits play in employee retention and organizational success. Employer-sponsored health insurance is a…

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33. 7 Reasons Why a Roth Conversion Might Be a Bad Idea 22:36

4M ago22:36

22:36

Roth conversions are often touted as a smart tax move—but are they always the right choice? Not necessarily. In this episode, we’re breaking down 7 situations where a Roth conversion might actually cost you more in taxes than it saves you. You’ll learn: ✅ Why a partial Roth conversion is probably smarter than going all in ✅ How your income two year…

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The Retirement Clinic-1-25-25 – Retirement Milestones 42:57

4M ago42:57

42:57

Jeff Kowal examines retirement milestones and rules to keep in mind, Aaron Spitzner joins the show to discuss 4 changes to retirement accounts in 2025, and Jeff shares insights for the ultra-high net worth and the affluent.By Kowal Investment Group - Now Creative Planning

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Celebrating the special bond with grandchildren 18:02

4M ago18:02

18:02

Send us a text Grandparenting in the 2020s Introduction This briefing document consolidates information from four sources to provide a comprehensive overview of grandparenting in the 2020s. It covers the evolving role of grandparents, the benefits of grandparent-grandchild relationships, the challenges of distance, and resources available to grandp…

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E247: When to Use a Credit Card Balance Transfer 7:43

4M ago7:43

7:43

Timing is everything when it comes to balance transfers, and knowing when to use one is key to making the most of it. It can be a smart move for consolidating high-interest debt and speeding up your journey to being debt-free, but it's not a one-size-fits-all fix.By Michael Reynolds, CFP®

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32. Warren Buffett’s Estate Plan: 10 Lessons You Need to Know 15:09

4M ago15:09

15:09

Warren Buffett has spent a lifetime building wealth—but his greatest financial lesson isn’t about investing. It’s about what happens after you’re gone. In a recent letter, Buffett revealed key details about his estate plan, why he’s giving most of his fortune to charity, and the steps he’s taken to prevent confusion and conflict for his family. His…

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You Don't Have To Live In Pain Just Because You're Old 32:16

4M ago32:16

32:16

Just because you're old doesn't mean you have to live in pain. Mackenzie sits down with Dr. Sean Seivert of Atlas Natural Medicine to discuss all of the ailments he can cure. And all the things that Medicare covers with Chiropractic. It's the latest edition of the Medicare Matters With Mackenzie Podcast. Watch the video version here. https://youtu.…

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Legacy and Estate Planning 22:26

4M ago22:26

22:26

Send us a text Estate Planning & Related Services I. Introduction This briefing document summarizes information from three distinct sources, each offering unique perspectives on estate planning and related services: LegalZoom "Estate planning bundle": A commercial entity offering online estate planning services and legal document creation. USAGov "…

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The Retirement Clinic-1-18-25 – Kowal Investment Group Is Now Creative Planning 43:06

4M ago43:06

43:06

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.By Kowal Investment Group - Now Creative Planning

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E246: A Checklist of Documents for Filing Your 2024 Tax Return 8:22

4M ago8:22

8:22

As tax season approaches, staying organized can save you time, stress, and even money. To make filing your 2024 tax return easier, here’s a checklist of documents you may need, depending on your income sources, deductions, and tax credits.By Michael Reynolds, CFP®

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The Retirement Clinic-1-11-25 – 2025 Retirement Changes 45:14

4M ago45:14

45:14

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.By Kowal Investment Group - Now Creative Planning