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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.
Related: Are You Maximizing Your Tax Savings?