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 regarding property and casualty insurance for high-net-worth individuals.

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 on inherited IRAs.

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 process is to get started with Kowal.

WKLH's Dave and Dorene ask Aaron Spitzner about what it means to be a Fiduciary, discuss fee-based versus commission-based, the benefits of working with a Financial Advisor, and navigating different scenarios.

WKLH's Dave and Dorene share personal experiences with Jeff Kowal, discuss planning for retirement and ‘what if’ scenarios, and touch on changing your mindset in retirement.

John White and guest Gifford Collins of Collins Law discuss the importance of estate plans and why you need one, shared insights regarding preparing an estate plan, and examine the potential sunsetting of the Tax Cuts and Jobs Act.

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.