Episode 19 | Setting Clear Retirement Goals and Objectives with Gregory Kurinec

Listen Now

Listen On

Episode Notes

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.

About Gregory Kurinec

Greg Kurinec, a CERTIFIED FINANCIAL PLANNER™ professional, is the founder of Pennant Planning. He takes retirement planning very personally.

Connecting with clients who are approaching retirement, Greg strives to engage with them and provide meaningful support throughout their lifetime. He values calls, personal connections, correspondence, and communication. His goal is to truly understand each client’s needs and help them find fulfillment in their retirement and finances. Greg’s mission is to ensure a thriving retirement for his clients, which is a personal passion of his.

He holds a Bachelor of Science degree in Financial Planning and Counseling from Purdue University’s College of Health and Human Sciences, a top-ranking, nationally recognized program. His CFP® professional designation underscores his legal and personal obligation to provide advice and services in his clients’ best interests, as well as maintain the highest fiduciary standards and continuing financial education. Greg started Pennant Planning to develop and promote the kinds of personal relationships and levels of personalized service that are often unavailable from larger firms. He views his clients’ financial wellbeing and thriving retirement as personal and important as his own.

A Chicago native and lifelong Cubs fan, Greg can often be found at Wrigley Field on Opening Day or enjoying the fabulous food and live music that the Windy City has to offer. He has built a thriving and rewarding career focused on educating clients about retirement and investing best practices and planning for families and individuals. Greg deeply values all of the personal relationships he has built and the lives he has positively impacted. He looks forward to connecting with new clients and discovering how he can assist them.

Other Buried in Work Podcast Episodes