Are You Ready To Retire?
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Are You Ready To Retire?
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À propos de cet audio
In this episode of Retire Without Regret, David Pulcini, CFP® explains why even households with $2M+ can face late-life shortfalls — and how to fix them. We cover realistic inflation, tax-smart withdrawals, Social Security timing, portfolio design that beats inflation (not just volatility), and healthcare assumptions that won’t blindside you.
You’ll learn:
• The Kevin & Sarah case: $2.2M saved, still a projected gap
• 5 hidden risks that quietly sink plans (inflation, taxes, timing & more)
• How to map year-by-year income and stress-test before claiming Social Security
• Why “too conservative” can be just as risky in retirement
• Action steps to retire without regret
Book a call: 👉 https://calendly.com/dpulcini
Questions? Call 585-485-0947 or email dpulcini@sixpointfp.com
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#RetireWithoutRegret, #GreatWealthTransfer, #RetirementPlanning, #TaxSmartRetirement, #RothConversion, #InflationProtection, #SixPointFinancialPartners, #DavidPulciniCFP
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