Most retirement plans focus on one thing: making money last a long time.

But great planning does something more powerful — it plans for longevity *and* prepares for brevity.

In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains why true financial planning isn’t just about living to 90 or 100, but also about protecting the people you love if life is shorter than expected.

We cover:
• How to stress-test retirement plans for long life
• Why organization and clarity matter just as much as growth
• The emotional and financial cost of leaving decisions unfinished
• How a good plan removes uncertainty for your family

You can’t predict how long life will last.
But you *can* prepare for both outcomes — and that’s where real peace of mind comes from.

Email: [email protected]
Phone: (585) 895-2117
Website: sixpointfp.com
Calendly: calendly.com/dpulcini

Recorded at ROC Vox Recording & Production, Rochester, NY