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5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44)



Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on?

In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, to discuss the major financial milestone timeline he has developed and refined over the years. We also discuss one of people’s biggest mistakes within this 17-year timeline.

David and Alex discuss: 

  • The actual age you are eligible to take distributions from your 401(k)
  • When, in the timeline, you receive full access to funds in your 401(k) or IRA.
  • What major milestone occurs across several mini-milestones
  • Clearing the air about Medicare
  • And more

Connect with Alex Neri:

Book Time with David Pulcini:

Connect with David Pulcini: 

About our Guest: 

Alex is dedicated to helping people meet their financial goals through in-depth discussions and planning. I enjoy taking complex issues and breaking them down into simple and manageable financial goals. I specialize in working with individuals and families as I work to help them properly manage their retirement assets, develop risk mitigation strategies and uncover and resolve portfolio inefficiencies.