Summary:

Whether you plan to retire in 2023 or shortly after that, make sure your retirement plan provides for all your needs.

In this episode, David Pulcini discusses 6 points people approaching retirement should consider in 2023 with Joe Prestigiacomo, CFP®. David and Joe explain how retirees can determine how much money they will need and where they can source their income. Joe talks about how inflation, social security, and retirement contribution limit changes will affect how much money retirees will need. They conclude the episode with a discussion about the emotional side of retirement and a brief recap of the 6 points to consider before retiring in 2023.

Joe discusses: 

• How much money you need to retire and where it will come from
• Why inflation is the word of 2022
• The increases in inflation, social security, and retirement contribution limits
• Why healthcare is the most Googled term for people heading into retirement
• The emotional side of retirement
• And more

Resources:

• ssa.gov

Book Time with David Pulcini:

• Schedule a Call

Connect with David Pulcini: 

• dpulcini@sixpointfp.com 
• SixPoint Financial
• (585) 641-7900
• LinkedIn: David Pulcini
• LinkedIn: SixPoint Financial
• Twitter: SixPoint Financial
• Facebook: SixPoint Financial

Connect with Joe Prestigiacomo:

• jprestigiacomo@sixpointfp.com
• (585) 498-1191
• LinkedIn: Joe Prestigiacomo

About our Guest: 

Joe Prestigiacomo, CFP® is a partner at SixPoint Financial. Joe began his career in the financial services industry in 2012. Today, he provides comprehensive financial guidance to his clients. Joe focuses on developing retirement income strategies and personalized risk management assessments and solutions. Along with his knowledge and experience, Joe prides himself on developing a deep understanding of his clients’ individual situations, and his ability to help them make well-informed financial decisions with confidence.

Disclosures:

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.

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More