Retirement Rich… But Cash Poor? How to Fix the Biggest Mistake Under-55 Investors Make

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Retirement Rich… But Cash Poor? How to Fix the Biggest Mistake Under-55 Investors Make

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Feeling ‘retirement rich’ but cash poor? You’re not alone. Millions of people under 55 have most of their wealth locked inside retirement accounts they can’t touch without penalties. In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, breaks down how to fix that gap — and build real financial flexibility today without sacrificing your long-term retirement security.

You’ll learn:
• Why having $1M+ in retirement accounts can still leave you feeling broke
• The “retirement rich, cash poor” trap most savers fall into
• How to balance pre-tax, Roth, and taxable accounts for maximum flexibility
• The three smartest ways to save when every dollar counts
• How small annual increases in savings create massive long-term upside
• Strategies to engineer your future tax bracket
• Why taxable investing might be your missing wealth-building tool

If you’re under 55 and want more control, more liquidity, and a smarter plan for tomorrow—this episode is for you.

Contact SixPoint Financial Partners
Phone: 585-485-6048
Email: dpulcini@sixpointfp.com
Schedule a consult: https://calendly.com/dpulcini

Website: SixPointFP.com

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