NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)

NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)

In this episode, Nick Savas dives into the crucial concept of fiduciaries, shedding light on their role in financial advisory services. Nick explains what it means to be a fiduciary, emphasizing that a fiduciary is legally required to act in the best interests of their clients. He also provides practical advice on how to determine …

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David Answers 3 FAQ’s (EP. 84)

David Answers 3 FAQ’s (EP. 84)

As individuals navigate their financial planning journey, they often encounter pressing questions. In this episode, David Pulcini tackles his top three frequently asked questions. One of the most pressing concerns for many individuals is what happens to their accounts when their financial advisor decides to retire. David emphasizes taking control and choosing where you want …

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Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)

Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)

After dedicating 33 years to the education system as a middle school teacher, Lisa Sanchez retired from her career. Having meticulously prepared for her retirement over many years, she anticipated that things would go smoothly when she retired. However, life took an unexpected turn when she found herself responsible for taking charge of her 94-year-old …

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3 Simple Strategies to Make WAY More Money (EP. 82)

3 Simple Strategies to Make WAY More Money (EP. 82)

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 …

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Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate Roots Design (EP. 81)

Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate Roots Design (EP. 81)

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 …

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What Is Required To Build A Sellable Business (EP. 79)

What Is Required To Build A Sellable Business (EP. 79)

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 …

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4 Common Mistakes To Avoid When Selling Your Business (EP. 78)

4 Common Mistakes To Avoid When Selling Your Business (EP. 78)

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 …

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How to Choose A Financial Advisor (EP. 77)

How to Choose A Financial Advisor (EP. 77)

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 …

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Roles and Responsibilities of a Financial Advisor (EP. 76)

Roles and Responsibilities of a Financial Advisor (EP. 76)

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 …

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