Plan Your Retirement for Longevity, Prepare for Brevity #retirementplanning
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Plan Your Retirement for Longevity, Prepare for Brevity #retirementplanning
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About this listen
But great planning does something more powerful — it plans for longevity *and* prepares for brevity.
In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains why true financial planning isn’t just about living to 90 or 100, but also about protecting the people you love if life is shorter than expected.
We cover:
• How to stress-test retirement plans for long life
• Why organization and clarity matter just as much as growth
• The emotional and financial cost of leaving decisions unfinished
• How a good plan removes uncertainty for your family
You can’t predict how long life will last.
But you *can* prepare for both outcomes — and that’s where real peace of mind comes from.
Email: dpulcini@sixpointfp.com
Phone: (585) 895-2117
Website: sixpointfp.com
Calendly: calendly.com/dpulcini
Recorded at ROC Vox Recording & Production, Rochester, NY
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