What if your dream retirement plan could be derailed by a single overlooked detail? In this episode of Buried in Work, host Adam Zuckerman interviews financial planning expert Gregory Kurinec, founder of Pennant Planning, who shares crucial steps to achieve a secure and fulfilling retirement. Gregory, a Certified Financial Planner (CFP) with years of experience in retirement and estate planning, guides listeners through everything from setting impactful retirement goals and managing assets to tax-saving strategies, Medicare choices, and preparing an estate that aligns with your values. This episode is a must-listen for anyone wanting to simplify complex financial topics and protect their legacy. Gregory also discusses his nonprofit, Gene's Journey for Hope, which supports families affected by cancer, adding a heartfelt perspective on community support.

𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:

• Starting with Goals: Why clearly defining your retirement goals lays the groundwork for effective financial planning.

• Organizing Assets and Legacy: How taking inventory of your assets and planning your estate can give you and your family peace of mind.

• Retirement Tax Strategies: Insights on Roth conversions, charitable distributions, and tax-efficient tactics to maximize retirement income.

• Medicare Planning: Understand the key differences between Medicare Advantage and original Medicare to ensure you’re covered as you age.

• Reliable Income Streams: Ways to create dependable retirement income using Social Security, annuities, and flexible withdrawal strategies.

𝐀𝐛𝐨𝐮𝐭 𝐆𝐞𝐧𝐞'𝐬 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 𝐟𝐨𝐫 𝐇𝐨𝐩𝐞:

Gregory’s nonprofit, Gene's Journey for Hope, honors his mother’s memory by providing flexible financial support to local families affected by cancer, allowing them to focus on what matters most during tough times. For more information or to donate, visit genesjourneyforhope.org.

Show Links:

• Pennant Planning: To learn more about Gregory's services or to explore retirement planning strategies, visit pennantplanning.com.

• Visit Buried in Work for more episodes and resources at https://buriedinwork.com/

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