Checking Your Retirement Planning List (Ep. 36)
As the saying goes, the years go by fast. One minute you’re a young up and comer in your career.
Then suddenly, the next minute you’re facing the question of “when is the right time to retire?” Do you have the best plan in place to live your dream retirement?
In this episode, David Pulcini reviews what you need to cover in your retirement checklist to ensure that you are truly prepared for retirement.
David discusses:
- The 16 points on your retirement list that need to be checked
- The role your advisor plays in ensuring everything on the list is complete
- How to get more out of your Social Security
- The importance of looking into long-term care insurance
- And more
Connect with David Pulcini:
- dpulcini@sixpointfp.com
- SixPoint Financial
- (585) 641-7900
- LinkedIn: David Pulcini
- LinkedIn: SixPoint Financial
- Twitter: SixPoint Financial
- Facebook: SixPoint Financial
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