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Το περιεχόμενο παρέχεται από το Attorney Bob Mannor. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Attorney Bob Mannor ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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The Ultimate Retirement Roadmap: How to Manage Your Money for a Secure Future

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Manage episode 410578290 series 3358051
Το περιεχόμενο παρέχεται από το Attorney Bob Mannor. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Attorney Bob Mannor ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Send us a Text Message.

Summary
In this conversation, Bob Mannor, a certified elder law attorney, interviews Greg Kurinec, a certified financial planner, about financial planning for retirement. Bob and Greg discuss the importance of comprehensive financial planning, the role of a certified financial planner (CFP), and the value of professional designations. They also cover topics like retirement activities and identity, the shift from pensions to individual retirement accounts (IRAs), tax planning in retirement, the benefits of a Roth IRA, and the implications of the SECURE Act.
Both Bob and Greg emphasize the importance of collaboration between financial advisors and estate planning lawyers to create a well-rounded retirement plan.

Takeaways

  • Comprehensive financial planning is crucial for a successful retirement, encompassing aspects including but not limited to investments, estate planning, risk management, and tax planning.
  • The CFP designation is important when choosing a financial advisor, as it signifies that the individual has undergone rigorous education and maintains up-to-date knowledge in various areas of financial planning.
  • When planning for retirement, it is essential to consider how you will spend your time and create a new identity beyond work.
  • Tax planning plays a significant role in retirement, and strategies such as Roth conversions and strategic withdrawals can help minimize tax liabilities.
  • Collaboration between financial advisors and lawyers is crucial to ensure that all aspects of a client's retirement plan align and work together effectively.

Advice From Your Advocates is Hosted by Attorney Bob Mannor, CELA
Guest: Gregory Kurinec, MRFC
Executive Producer: Savannah Meksto
Assistant Producers: Miranda Donaldson | Andi Conner | Samantha Noah
Learn more about Mannor Law Group.


Support the Show.

Listening Options
YouTube Playlist
Apple Podcasts
Spotify
Amazon Music
iHeart Radio
Podcast Addict
Podchaser
Deezer
Listen Notes
Player FM
ABOUT US:
Mannor Law Group helps clients in all matters of estate planning and elder law including special needs planning, veterans’ benefits, Medicaid planning, estate administration, and more. We offer guidance through all stages of life.
We also help families dealing with dementia, Alzheimer’s disease, Parkinson’s disease, and other illnesses that cause memory loss. We take a comprehensive, holistic approach, called Life Care Planning. LEARN MORE...

  continue reading

46 επεισόδια

Artwork
iconΜοίρασέ το
 
Manage episode 410578290 series 3358051
Το περιεχόμενο παρέχεται από το Attorney Bob Mannor. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Attorney Bob Mannor ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Send us a Text Message.

Summary
In this conversation, Bob Mannor, a certified elder law attorney, interviews Greg Kurinec, a certified financial planner, about financial planning for retirement. Bob and Greg discuss the importance of comprehensive financial planning, the role of a certified financial planner (CFP), and the value of professional designations. They also cover topics like retirement activities and identity, the shift from pensions to individual retirement accounts (IRAs), tax planning in retirement, the benefits of a Roth IRA, and the implications of the SECURE Act.
Both Bob and Greg emphasize the importance of collaboration between financial advisors and estate planning lawyers to create a well-rounded retirement plan.

Takeaways

  • Comprehensive financial planning is crucial for a successful retirement, encompassing aspects including but not limited to investments, estate planning, risk management, and tax planning.
  • The CFP designation is important when choosing a financial advisor, as it signifies that the individual has undergone rigorous education and maintains up-to-date knowledge in various areas of financial planning.
  • When planning for retirement, it is essential to consider how you will spend your time and create a new identity beyond work.
  • Tax planning plays a significant role in retirement, and strategies such as Roth conversions and strategic withdrawals can help minimize tax liabilities.
  • Collaboration between financial advisors and lawyers is crucial to ensure that all aspects of a client's retirement plan align and work together effectively.

Advice From Your Advocates is Hosted by Attorney Bob Mannor, CELA
Guest: Gregory Kurinec, MRFC
Executive Producer: Savannah Meksto
Assistant Producers: Miranda Donaldson | Andi Conner | Samantha Noah
Learn more about Mannor Law Group.


Support the Show.

Listening Options
YouTube Playlist
Apple Podcasts
Spotify
Amazon Music
iHeart Radio
Podcast Addict
Podchaser
Deezer
Listen Notes
Player FM
ABOUT US:
Mannor Law Group helps clients in all matters of estate planning and elder law including special needs planning, veterans’ benefits, Medicaid planning, estate administration, and more. We offer guidance through all stages of life.
We also help families dealing with dementia, Alzheimer’s disease, Parkinson’s disease, and other illnesses that cause memory loss. We take a comprehensive, holistic approach, called Life Care Planning. LEARN MORE...

  continue reading

46 επεισόδια

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