Episode 5 – 4 Retirement Planning Mistakes Healthcare Workers Should Avoid

Episode 5 – 4 Retirement Planning Mistakes Healthcare Workers Should Avoid

After working alongside countless healthcare workers as they prepare for their retirements, David Pulcini has found four common mistakes these types of professionals tend to make with their retirement planning.

To help you avoid making the same mistakes, David is breaking down these key mistakes in today’s episode, detailing ways you can avoid them for a stronger financial future!

In this episode, you will learn:

  • Why you should be regularly reviewing your benefits
  • The impact these mistakes can have on your retirement planning
  • Tips for saving on taxes 
  • The importance of managing your retirement accounts correctly
  • And more!

Tune in today to learn how you can avoid these common planning mistakes!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Rochester Regional Health and Six Point Financial Partners Video | Rochester Regional Health Pension and Defined Benefit Plan Class Video 

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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