Are you tired of feeling stuck at the same financial level? This is a common experience for both employees whose salaries seem stagnant and entrepreneurs with a limiting mindset who hold themselves back from growth. In this episode, David Pulcini explores three simple strategies for making more money and building wealth. He highlights the power …
Today, we are thrilled to welcome Kristin Lindley and Meagan Baker, the visionary co-founders of Upstate Roots Design, a thriving company based in Rochester, NY, specializing in interior decorating, redesign, and staging. Kristin and Meagan share the journey that led them to co-found Upstate Roots Design, diving into the personal experiences and motivations that inspired …
It’s that time of the year when people are figuring out their tax liabilities and what their tax refund might be. Ideally, we’d all like to end up even, owing zero and getting zero back, but that’s usually not how it works out in business. If you are looking for tax-saving strategies that are both …
At some point, every business must undergo a transition of ownership, whether through succession planning, a sale, or closure. Selling your business can not only bring financial freedom, but also frees you from operational burdens like employee management and client demands. However, despite these benefits, some individuals may experience regrets because they are uncertain about …
Selling a business marks a significant milestone in an entrepreneur’s journey, representing years of dedication and hard work. However, despite its importance, only a few individuals truly understand the complexities involved. As a result, most people stumble through the process and make common mistakes. In this insightful episode, David Pulcini highlights four common mistakes entrepreneurs …
Choosing a financial advisor is a crucial decision that requires careful consideration since it involves entrusting someone with your financial future. Before making this choice, it is essential to have a clear understanding of your financial needs and goals, as these factors will determine the type of advisor best suited for you. The ideal financial …
Planning for retirement and ensuring financial security in the post-retirement years involves more than just accumulating wealth through savings and investments; it encompasses cultivating the comfort and confidence to meet present and future needs. Achieving this security begins with creating a good retirement budget, a strategic tool that lays the groundwork for a stable and …
In this episode, we sit down with Alex Neri, a Retirement Income Certified Professional (RICP), Certified Financial Planner (CFP), and a partner at SixPoint Financial Partners. We dive into the financial landscape of 2024, exploring key tax numbers that could shape your financial strategy. Alex breaks down key numbers that matter, highlighting changes in contribution …
Welcome to an insightful episode featuring John Harms, Partner and Investment Advisor Representative at SixPoint Financial Partners. In this engaging conversation, John reveals what prompted him to embark on investment planning. Furthermore, he offers a thorough recap of the investments and market dynamics of 2023. As the episode unfolds, he discusses common mistakes observed among …
Financial planning transcends mere money-making; it’s about forging connections and relationships. Importantly, dedicating time to planning and investing enhances the long-term efficiency of your money. Joining us today is Aaron Laranetto, a Wealth Manager, Temple alumni, and an independent Financial Advisor at SixPoint Financial Partners. Aaron generously reveals his path into financial services and recounts …