What a Real Financial Plan Looks Like (Before You Retire)
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What a Real Financial Plan Looks Like (Before You Retire)
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In this episode of The Great Wealth Transfer, I walk through the real-life story of a couple preparing for retirement and show exactly how a comprehensive financial plan comes together.
We cover:
Investments
Retirement income planning
Social Security strategies
Tax planning and Roth conversions
Risk management
Estate planning
Retirement travel and lifestyle goals
If you're within 10 years of retirement, this video will show you what a complete retirement plan should actually look like.
Learn more:
sixpointfp.com
Subscribe to the SixPoint Financial Partners YouTube Channel:
https://www.youtube.com/@sixpointfinancialpartners4351
Schedule a conversation:
https://calendly.com/dpulcini/introduction-to-sixpoint
#retirementplanning #retirement #financialplanning #socialsecurity #rothconversion #estateplanning #retirementincome
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