After working alongside countless healthcare workers as they prepare for their retirements, David Pulcini has found four common mistakes these types of professionals tend to make with their retirement planning.
To help you avoid making the same mistakes, David is breaking down these key mistakes in today’s episode, detailing ways you can avoid them for a stronger financial future!
In this episode, you will learn:
- Why you should be regularly reviewing your benefits
- The impact these mistakes can have on your retirement planning
- Tips for saving on taxes
- The importance of managing your retirement accounts correctly
- And more!
Tune in today to learn how you can avoid these common planning mistakes!
Resources: Connect with David on Linkedin | SixPoint Financial Partners | Rochester Regional Health and Six Point Financial Partners Video | Rochester Regional Health Pension and Defined Benefit Plan Class Video
Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Six Point Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.