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Setting Clear Retirement Goals and Objectives with Gregory Kurinec
Manage episode 447806324 series 3596977
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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.
๐๐๐จ๐ฎ๐ญ ๐๐๐ง๐'๐ฌ ๐๐จ๐ฎ๐ซ๐ง๐๐ฒ ๐๐จ๐ซ ๐๐จ๐ฉ๐:
Gregoryโs nonprofit, Gene's Journey for Hope, honors his motherโs 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:
โข Pennant Planning: To learn more about Gregory's services or to explore retirement planning strategies, visit pennantplanning.com.
โข Visit Buried in Work for more episodes and resources at https://buriedinwork.com/
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