『Retire Without Regret - Can I Retire Yet?』のカバーアート

Retire Without Regret - Can I Retire Yet?

Retire Without Regret - Can I Retire Yet?

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 Welcome to Retire Without Regret — a new series from The Great Wealth Transfer.Too many people enter retirement with unanswered questions, hidden tax traps, and the constant fear of running out of money. This series is here to change that.In this very first episode, David Pulcini, CFP®, introduces the Retire Without Regret framework — a simple, powerful process to help you:
  • Understand how much you really need to retire
  • Avoid the most common retirement mistakes
  • Create a tax-smart income plan you can count on
  • Build confidence knowing your wealth will last
Retirement isn’t about chasing a number — it’s about building a plan that fits your life.This is your invitation to take control of your retirement future.

Call SixPoint Financial Partners at 585-485-0947
Email Dave: dpulcini@sixpointfp.com

Schedule a consultation: Calendly - Dave Pulcini Subscribe now so you don’t miss the next episodes in the Retire Without Regret series.
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