Tag: Creating a Retirement Budget
Roles and Responsibilities of a Financial Advisor (EP. 76)

Roles and Responsibilities of a Financial Advisor (EP. 76)

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Planning for retirement and ensuring financial security in the post-retirement years involves more than just accumulating wealth through savings and investments; it encompasses cultivating the comfort and confidence to meet present and future needs.

Achieving this security begins with creating a good retirement budget, a strategic tool that lays the groundwork for a stable and worry-free financial journey throughout one’s retirement years.

In this episode, David Pulcini, the Managing Partner at SixPoint Financial Partners, delves into why working with a Financial Advisor is essential. Moreover, he shares invaluable insights on how to create a good retirement budget.

Additionally, he uncovers the 5 biggest retirement planning mistakes that people make and guides the listeners through 8 essential action steps to enhance their retirement planning.

Tune in for a wealth of knowledge that will transform your approach to retirement planning.

 

Watch The Full Episode on Youtube: https://youtu.be/8MR3eK_Ac38

 

During this episode, you will learn about:

[01:17] What is the point of working with a Financial Advisor?

[02:00] The meaning of financial security 

[02:59] How to create a good retirement budget

[04:58] https://sixpointfp.com/

[06:00] 5 Biggest retirement planning mistakes that people make

[13:55] What does SixPoint mean?

Website: https://sixpointfp.com/

[14:34] 8 Essential action steps to enhance your retirement planning

Step #1 Determine your financial needs 

Step #2 Identify funding sources

Step #3 Plan backwards for saving

Step #4 Align investments with your goals 

Step #5 Maximize social security & pensions 

Step #6 Minimize your taxes legally

Step #7 Update legal documents
Step #8 Conduct annual reviews

[15:59] Connect with David Pulcini: https://sixpointfp.com/

 

Key Takeaways: 

  • “Financial security is not just about the numbers in your bank account or investments; it’s about the comfort and confidence that you can meet your needs today and in the future.” ~David Pulcini [02:03]
  • “Taxes don’t retire when you do.” ~David Pulcini [07:41]
  • Effective estate planning ensures that your assets are distributed according to your wishes, providing clarity and ease for your loved ones. [12:27]

 

Book Time with David Pulcini:

 

Connect with David Pulcini:

View The Full Episode Transcript Here

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