2024 is the 5th Season of The Boomer Woman’s Podcast. Each episode is a conversation between me – I’m Agnes Knowles, your host – and a guest who talks to a subject that, someway, somehow, is relatable to Boomer Women. The guests can be any age, any gender, as long as their message is positive, informative, pertinent to our demographic. You, dear listener, might need to be open-minded, curious, tolerant, inclusive… and if you are, you will enjoy these conversations, maybe learn something, and I encourage you to share each and any episode! Click the Follow/Subscribe button to be notified of the next great guest.
Episodes
Thursday Mar 21, 2024
Trusts and Other Financial Decisions with Greg Kurinec
Thursday Mar 21, 2024
Thursday Mar 21, 2024
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/
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