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Roles and Responsibilities of a Financial Advisor (EP. 76)
Dear Rochester, Retire Well
English - January 24, 2024 05:00 - 18 minutes - 14.7 MB - ★★★★★ - 17 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Planning for retirement and ensuring financial security in the post-retirement years involves more than just accumulating wealth through savings and investments; it encompasses cultivating the comfort and confidence to meet present and future needs. Achieving this security begins with creating a good retirement budget, a strategic tool that lays the groundwork for a stable and …
Planning for retirement and ensuring financial security in the post-retirement years involves more than just accumulating wealth through savings and investments; it encompasses cultivating the comfort and confidence to meet present and future needs.
Achieving this security begins with creating a good retirement budget, a strategic tool that lays the groundwork for a stable and worry-free financial journey throughout one’s retirement years.
In this episode, David Pulcini, the Managing Partner at SixPoint Financial Partners, delves into why working with a Financial Advisor is essential. Moreover, he shares invaluable insights on how to create a good retirement budget.
Additionally, he uncovers the 5 biggest retirement planning mistakes that people make and guides the listeners through 8 essential action steps to enhance their retirement planning.
Tune in for a wealth of knowledge that will transform your approach to retirement planning.
Watch The Full Episode on Youtube: https://youtu.be/8MR3eK_Ac38
During this episode, you will learn about:
[01:17] What is the point of working with a Financial Advisor?
[02:00] The meaning of financial security
[02:59] How to create a good retirement budget
[04:58] https://sixpointfp.com/
[06:00] 5 Biggest retirement planning mistakes that people make
[13:55] What does SixPoint mean?
Website: https://sixpointfp.com/
[14:34] 8 Essential action steps to enhance your retirement planning
Step #1 Determine your financial needs
Step #2 Identify funding sources
Step #3 Plan backwards for saving
Step #4 Align investments with your goals
Step #5 Maximize social security & pensions
Step #6 Minimize your taxes legally
Step #7 Update legal documents
Step #8 Conduct annual reviews
[15:59] Connect with David Pulcini: https://sixpointfp.com/
Key Takeaways:
“Financial security is not just about the numbers in your bank account or investments; it’s about the comfort and confidence that you can meet your needs today and in the future.” ~David Pulcini [02:03]
“Taxes don’t retire when you do.” ~David Pulcini [07:41]
Effective estate planning ensures that your assets are distributed according to your wishes, providing clarity and ease for your loved ones. [12:27]
Book Time with David Pulcini:
Connect with David Pulcini:
[email protected]
SixPoint Financial
(585) 406-4645
LinkedIn: David Pulcini
LinkedIn: SixPoint Financial
Twitter: SixPoint Financial
Facebook: SixPoint Financial