Think Twice Before Rolling Your CD! #interestrates

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Think Twice Before Rolling Your CD! #interestrates

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Interest rates are falling — and for many retirees, that creates confusion and costly mistakes.

For the last few years, CDs felt like a gift: safe, simple, and finally paying meaningful interest. But now that rates are starting to decline, many people are asking the same question:

What should I do when my CD matures?

In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains what to consider before automatically rolling over a CD, including:

• When staying in cash still makes sense
• When rolling a CD can actually hurt you
• How taxes quietly reduce CD returns
• Why falling rates often create opportunity
• How to reposition cash without going “all in” on the market

This is not about chasing yield.
It’s about building a strategy that works in any interest-rate and tax-rate environment.

Hosted by David Pulcini, CFP®
Founder, SixPoint Financial Partners
Phone: 585-895-2117
Email: dpulcini@sixpointfp.com
Calendly: https://calendly.com/dpulcini
Website: sixpointfp.com

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