Month: August 2022
Investment Planning 101 with Rick Wedell (Ep. 47)

Investment Planning 101 with Rick Wedell (Ep. 47)

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Financial planning is SixPoint Financial Partners’ specialty – we have experience in investment planning, but we’re not experts in it.

So we brought one on the podcast.

In this episode, David Pulcini has Rick Wedell, Chief Investment Officer at RFG, to talk about one of the six points – investment planning – and who better to do it than Rick? He was magna cum laude at Harvard School of business and helped build Bain Capital Credit from 14 employees and $300 million under management to $30 billion under management by the time he left.

Rick shares: 

  • What a typical day as CIO might look like for him
  • A breakdown of strategic asset allocation
  • A crash course on tax loss harvesting
  • And more

Connect with Rick:

Book Time with David Pulcini:

Connect with David Pulcini: 

About our Guest: 

As the Chief Investment Officer for RFG Advisory Group, Rick is directly responsible for the direction and management of RFG’s investment strategies, setting the vision for their research capabilities, and managing a turn-key investment platform engineered to help their advisors and their clients with their most pressing investment needs. He previously spent over a decade at Bain Capital Credit, where he was the Head of the Consumer Group as well as an assistant Portfolio Manager for an $8bn CLO business.



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6 Reasons Why You Should Only Have 1 Advisor (Ep. 46)

6 Reasons Why You Should Only Have 1 Advisor (Ep. 46)

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Teamwork is great, but you want to keep your circle as small as possible when it comes to your financial planning. You may think that having two advisors will make you more competitive, but it just makes things harder for yourself!

In this episode, David Pulcini and Marshal Scheidt share six of the many reasons why you should limit your number of financial advisors to one. David also shares the one scenario where it may make sense to have two advisors and more.

David and Marshal discuss: 

  • The six reasons why having more than one advisor is not a good idea
  • How lack of coordination in planning can hurt your financial planning
  • Different opinions can cause conflicts for your future
  • How easily miscommunications between advisors can lead to significant financial impact
  • And more

Book Time with David Pulcini:

Connect with David Pulcini: 



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The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45)

The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45)

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What happens when you’re ready to retire but not quite there financially?

In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, as they cover two of the most common scenarios they see when clients prepare for retirement. Alex talks about the different approaches to take before running out of money in your retirement years.

David and Alex discuss: 

  • A scenario in which you have done a great job at saving and retire with more than enough money
  • The opposing scenario in which you are coming up short before retirement
  • Two strategies to bridge the gap between what you can afford and the lifestyle you want
  • And more

Resources:

Connect with Alex Neri:

Book Time with David Pulcini:

Connect with David Pulcini: 

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.



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