Finding strength in the darkest of times, Dana S. Diaz shares her courageous journey of survival and resilience. In this eye-opening episode of Buried in Work, learn how to protect your wealth from an abusive relationship with insights from Dana S. Diaz, author of Gasping for Air: The Stranglehold of Narcissistic Abuse. Dana shares her courageous journey of survival, revealing strategies for safeguarding assets, protecting finances, and planning an estate even under the immense pressure of domestic violence and isolation.

Through powerful storytelling and practical advice, Dana emphasizes the importance of estate planning, financial protection, and building a safety net in challenging circumstances. This episode offers actionable steps and resources that empower listeners to take control of their financial future, no matter the circumstances.

Key Takeaways:

• Estate Planning Under Duress: Dana discusses the unique challenges of estate planning while dealing with domestic violence and isolation.

• Importance of Support: Dana emphasizes the critical role of trusted friends and advocates in her journey.

• Practical Asset Protection: From hiding assets to arranging beneficiaries, Dana outlines her methods for securing her family’s future.

• Planning for Loved Ones: Jared and Dana explore the emotional side of estate planning, including how Dana’s love for her son motivated her to prepare meticulously.

• Resources and Tools: Learn about resources available for people in similar situations, including safe ways to handle documents and assets without detection.

Get in touch with Dana Diaz:

• Dana’s Website: https://danasdiaz.com/

• Buy Dana S. Diaz's book, Gasping for Air: The Stranglehold of Narcissistic Abuse HERE: https://danasdiaz.com/gasping-for-air/

• Dana’s Facebook: https://www.facebook.com/DanaSDiazAuthor

• Dana’s Instagram: https://www.instagram.com/danas.diaz/

Social media:

Buried in Work on Facebook: https://www.facebook.com/buriedinwork

Buried in Work on Instagram: https://www.instagram.com/buriedinwork/

If you found this episode helpful, please consider subscribing to Buried in Work, leaving a review, or sharing it with a friend. For more estate planning resources, visit buriedinwork.com. Your support helps us continue bringing expert insights to help you simplify estate planning and secure your financial future.

Are you prepared for the financial future you envision? In this episode of Buried in Work, host Jared Rizzi delves into essential estate planning strategies with Steven Wagner, a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (SEPA) with over 30 years of expertise. Estate planning is a crucial step toward financial stability and peace of mind, yet it can often feel overwhelming. Whether you’re approaching retirement or just beginning to plan for the future, having a solid strategy can secure wealth transfer, address challenges like inflation and longevity, and ensure a smooth transition of assets.

Steven shares his insights on the financial tools that matter most—such as wills, living trusts, and life insurance—and the importance of creating a legacy that aligns with your values. Join us as we explore practical estate planning tips to make your financial future more secure and manageable.

Key Takeaways:

• Understand Wealth Transfer Tools: Learn how wills, living trusts, and life insurance play a crucial role in transferring wealth and protecting your family’s legacy.

• Plan for Longevity and Inflation: Discover strategies to address the growing challenge of outliving your retirement savings and adapting to changing interest rates.

• Estate Planning for Small Business Owners: Learn how to prepare for business continuity and ensure a smooth succession plan to protect your business and loved ones.

• Find the Right Financial Advisor: Steven shares what to look for in a financial advisor, focusing on a holistic approach to estate and financial planning.

Show Links:

• Connect with Steven Wagner: Visit his website to learn more on making wise financial decisions at https://iwaplan.com/

If you found this episode helpful, please consider subscribing to Buried in Work, leaving a review, or sharing it with a friend. For more estate planning resources, visit buriedinwork.com. Your support helps us continue bringing expert insights to help you simplify estate planning and secure your financial future.

What if your dream retirement plan could be derailed by a single overlooked detail? In this episode of Buried in Work, host Adam Zuckerman interviews financial planning expert Gregory Kurinec, founder of Pennant Planning, who shares crucial steps to achieve a secure and fulfilling retirement. Gregory, a Certified Financial Planner (CFP) with years of experience in retirement and estate planning, guides listeners through everything from setting impactful retirement goals and managing assets to tax-saving strategies, Medicare choices, and preparing an estate that aligns with your values. This episode is a must-listen for anyone wanting to simplify complex financial topics and protect their legacy. Gregory also discusses his nonprofit, Gene's Journey for Hope, which supports families affected by cancer, adding a heartfelt perspective on community support.

𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:

• Starting with Goals: Why clearly defining your retirement goals lays the groundwork for effective financial planning.

• Organizing Assets and Legacy: How taking inventory of your assets and planning your estate can give you and your family peace of mind.

• Retirement Tax Strategies: Insights on Roth conversions, charitable distributions, and tax-efficient tactics to maximize retirement income.

• Medicare Planning: Understand the key differences between Medicare Advantage and original Medicare to ensure you’re covered as you age.

• Reliable Income Streams: Ways to create dependable retirement income using Social Security, annuities, and flexible withdrawal strategies.

𝐀𝐛𝐨𝐮𝐭 𝐆𝐞𝐧𝐞'𝐬 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 𝐟𝐨𝐫 𝐇𝐨𝐩𝐞:

Gregory’s nonprofit, Gene's Journey for Hope, honors his mother’s memory by providing flexible financial support to local families affected by cancer, allowing them to focus on what matters most during tough times. For more information or to donate, visit genesjourneyforhope.org.

Show Links:

• Pennant Planning: To learn more about Gregory's services or to explore retirement planning strategies, visit pennantplanning.com.

• Visit Buried in Work for more episodes and resources at https://buriedinwork.com/

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