Retirement Income - How Much Do You REALLY Need? cover art

Retirement Income - How Much Do You REALLY Need?

Retirement Income - How Much Do You REALLY Need?

Listen for free

View show details

About this listen

 YouTube Description (SEO-Rich): What if your retirement plan isn't just about you? In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down what most retirement plans get wrong—and how to build a retirement income strategy that serves both you and the people you love. You'll learn:
  • How much you really need to retire
  • What a financial advisor actually does for income planning
  • When to take Social Security or pensions
  • The truth behind RMDs and tax bracket creep
  • The Die With Zero mindset: spend with intention, not fear
  • How to help your aging parents without sacrificing your own retirement
  • Whether you should pay off debt before retiring
Real-life examples. Proven strategies. No sales pitch—just a plan. Listen, subscribe, and share with someone who’s worried about retirement. Ready to build your plan?

Contact us at SixPoint Financial Partners:
dpulcini@sixpointfp.com
585-485-0947

https://sixpointfp.com

Don't forget to subscribe for more content on estate planning, tax strategies, and retirement income!

#RetirementPlanning #FinancialFreedom #WealthTransfer #RothConversions #GreatWealthTransfer #TaxStrategy

What listeners say about Retirement Income - How Much Do You REALLY Need?

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.