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.

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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...