Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on?

In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, to discuss the major financial milestone timeline he has developed and refined over the years. We also discuss one of people’s biggest mistakes within this 17-year timeline.

David and Alex discuss: 

• The actual age you are eligible to take distributions from your 401(k)
  
• When, in the timeline, you receive full access to funds in your 401(k) or IRA.
  
• What major milestone occurs across several mini-milestones
  
• Clearing the air about Medicare
  
• And more
  

Connect with Alex Neri:

• LinkedIn: Alex Neri
  

Book Time with David Pulcini:

• Schedule a Call
  

Connect with David Pulcini: 

• dpulcini@sixpointfp.com 
  
• SixPoint Financial
  
• (585) 641-7900
  
• LinkedIn: David Pulcini
  
• LinkedIn: SixPoint Financial
  
• Twitter: SixPoint Financial
  
• Facebook: SixPoint Financial
  

About our Guest: 

Alex is dedicated to helping people meet their financial goals through in-depth discussions and planning. I enjoy taking complex issues and breaking them down into simple and manageable financial goals. I specialize in working with individuals and families as I work to help them properly manage their retirement assets, develop risk mitigation strategies and uncover and resolve portfolio inefficiencies.