Listen "Episode 4: Q&A With David Pulcini"
Episode Synopsis
On this episode of Roadmap to Retirement, I am joined by colleague, Dave Pulcini! This episode is going to be a little different than the others, we are doing a client mailbag episode where we answer any questions clients have asked us!
Key Takeaways:- What people in their 20s/30s should do to plan for retirement- What can you do to help your parents plan for retirement- "Do I have enough?"- Why you shouldn't listen to your friends about finances- How much to spend and not run out- What would you say to someone struggling to accept spending money- Financial Status: You vs. others your age- Investing in an election year and your stock portfolio- What to do with inherited money
If you have any questions that we can answer, leave a comment on any of our socials!
Key Takeaways:- What people in their 20s/30s should do to plan for retirement- What can you do to help your parents plan for retirement- "Do I have enough?"- Why you shouldn't listen to your friends about finances- How much to spend and not run out- What would you say to someone struggling to accept spending money- Financial Status: You vs. others your age- Investing in an election year and your stock portfolio- What to do with inherited money
If you have any questions that we can answer, leave a comment on any of our socials!
More episodes of the podcast roadmap to RETIREMENT
EP66: Tips, Taxes & Thoughtful Plans
03/10/2025
EP65 Bill Cates on Wealth Wisdom
24/09/2025
EP64 First Time Buyers to Retirees
17/09/2025
EP 63 Are You Retiring with Joy?
28/08/2025
EP 62 AI for Advisors w/ Liam Hanlon
08/08/2025
EP61 The Big Beautiful Roth & QCD
17/07/2025
EP60 Roadmap to Health Insurance
09/07/2025
EP59: Designations & Veterans w Chet
25/06/2025
EP 57 Tax Prep w Catherine Tindall
28/05/2025
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