The Boomer Woman’s Podcast, episode 226

Ellen O'Hara

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.

Listen below.


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About the guest: Greg Kurinec

The common thread that runs through Greg Kurinec’s life is joy in serving others.

As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families affected by cancer.

Even better, Greg gets to apply his passion through his work. Since launching his career in 2006, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being.

A lifelong resident of Orland Park, Greg is a graduate of Purdue University’s College of Consumer and Family Sciences, having earned degrees in Financial Planning and Counseling, as well as Selling and Sales Management. Among the largest of its kind, the College of Consumer and Family Sciences instills in students the paramount importance of forming healthy relationships with families and consumers.

Greg is a CERTIFIED FINANCIAL PLANNER™. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.

In 2012, after his mother, Jeanne, lost her life to cancer, Greg founded “Jeanne’s Journey for Hope” to help other families battle the disease in its many forms. Since then, the foundation has raised nearly $100,000 to help families pay hospital and medical bills or as income replacement if the disease has resulted in a loss of employment.

Visit Greg Kurinec’s website (will be live soon)
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