Retirement Planning Isn’t About the Number — It’s About Building a Plan That Works for You
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Retirement Planning Isn’t About the Number — It’s About Building a Plan That Works for You
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In this episode of Retire Without Regret, David Pulcini, CFP® of SixPoint Financial Partners, breaks down why that mindset is wrong — and how to focus on what really matters: your plan, not someone else’s number.
You’ll learn:
Why mindset and strategy matter more than total savings
How to maximize catch-up contributions after age 50
Why tax diversification (Roth, 401k, brokerage) creates flexibility
How to build a personalized income plan for your lifestyle
The power of focusing on what you already have
Don’t measure your retirement by someone else’s yardstick.
Plan with purpose. Live without regret.
Book a time to talk: https://calendly.com/dpulcini
Learn more: https://sixpointfp.com
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Hosted by David Pulcini, CFP® | The Great Wealth Transfer & Retire Without Regret Series
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