YouTube Description (SEO-Rich): What if your retirement plan isn't just about you? In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down what most retirement plans get wrong—and how to build a retirement income strategy that serves both you and the people you love. You'll learn:

• How much you really need to retire
• What a financial advisor actually does for income planning
• When to take Social Security or pensions
• The truth behind RMDs and tax bracket creep
• The Die With Zero mindset: spend with intention, not fear
• How to help your aging parents without sacrificing your own retirement
• Whether you should pay off debt before retiring

 Real-life examples. Proven strategies. No sales pitch—just a plan. Listen, subscribe, and share with someone who’s worried about retirement. Ready to build your plan?

 Contact us at SixPoint Financial Partners:
 [email protected]
 585-485-0947

 https://sixpointfp.com 

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