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Retirement Income - How Much Do You REALLY Need?

Retirement Income - How Much Do You REALLY Need?

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 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
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