Trusts and Other Financial Decisions with Greg Kurinec

Greg Kurinec talks to us about “retirement” planning… and what we do with our money as we tackle/plan for this next chapter (and what might happen to that money when we depart this world).

Greg discusses:

• trusts and their efficacy
• considerations for dealing with the tax-person
• social security
• questions to consider when planning

While Greg’s info is American, he gives so much food for thought when having the discussion with our own financial planner in our own country.

Learn more about Greg at: https://boomwithabang.com/the-boomer-womans-podcast-greg-kurinec/