Month: March 2021
Episode 11: How to Make the Most of Your Pension

Episode 11: How to Make the Most of Your Pension

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While pensions may not be as prevalent as they once were, if you have one, you probably want to make the most of what you’re getting from it. After all, your pension will be one of the biggest decisions you’ll ever have to make, and you want to make sure you get it right.

That’s why, today, David Pulcini sits down to dive into the world of pensions and what you need to know to take yours in a way that will benefit you. He explains what a pension is, how it differs from a 401(k) and 403(b), and how to avoid common pension mistakes.

In this episode, you’ll learn:

  • Why the pension landscape is changing
  • What you need to consider when taking your pension 
  • How pensions are typically calculated 
  • Ways your pension can fit into your retirement picture
  • And more!

Tune in today for your crash-course on pensions! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners  | Rochester Regional Health Pension and Defined Benefit Plan Class Video | NYS Teacher/Employee Pension Video

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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Episode 10: Optimizing Employer Insurance Costs & Employee Benefits — With Mike Mancuso

Episode 10: Optimizing Employer Insurance Costs & Employee Benefits — With Mike Mancuso

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Employer insurance and benefits are a critical part of any business. Whether you’re an employee or a business owner, it’s important to review company offerings regularly so that you can make the most of your insurance and benefits. 

In this episode, David Pulcini talks with Mike Mancuso, an associate partner with the fastest-growing independent agency in the Rochester area, Lawley Insurance. Mike details the ways both business owners and employees can benefit from professional guidance around insurance and benefits and shares ways he can help uncover the right strategy for you.

In this episode, you’ll learn:

  • What working with Mike and his team looks like for both employees and business owners
  • Ways Mike helps clients drive down insurance costs
  • How much companies really pay to offer employees insurance and benefits
  • Insurance considerations for employees and business owners
  • And more!

Tune in now as Mike Mancuso shares an inside look at employee benefits and insurance! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Connect with Mike Mancuso on Linkedin | Lawley Insurance: (585) 545 – 6651 

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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Episode 9: Filing for Divorce? Here’s What You Need To Know — With Alison Bates

Episode 9: Filing for Divorce? Here’s What You Need To Know — With Alison Bates

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Life is filled with ups and downs — many of which can impact your finances. 

However, you don’t have to go through the challenges and trials of life alone. There are plenty of professionals, like financial advisors and family law attorneys, who are available to help you no matter what life throws your way. 

In this episode, David Pulcini welcomes guest Alison Bates, a matrimonial and family law attorney at Bates Family Law, P.C. Together, they discuss the financial and legal considerations that come with the divorce process and answer frequently asked divorce questions.

In this episode, you’ll learn:

  • Important steps to take during the divorce process 
  • How prenuptial agreements work 
  • About qualified domestic relations orders
  • How money is split during divorce
  • The difference between a mediation and a divorce 
  • And more!

Tune in now to hear Alison Bates answer your questions about divorce! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Connect with Alison on Linkedin | Bates Family Law, P.C.: (585) 433 – 4661

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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