Category: Finance

Nailing Your Niche w/ Nick Savas

Nailing Your Niche w/ Nick Savas

By |

đź’Ľ Maximizing Financial Success for Sales Professionals đź’Ľ

In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Nick Savas, CFP®, from Six Point Financial Partners, to discuss how high-income earners in sales can achieve financial success. Nick shares his proven strategies for managing variable income, planning for windfalls, and avoiding financial pitfalls like overspending.

Whether you’re just starting to make money in sales or you’re a seasoned professional earning six figures or more, this episode provides actionable insights to help you save, invest, and secure your financial future. Learn about automating savings, prioritizing goals, and tailoring strategies to your income fluctuations.

🎙 Highlights of the Episode:

  • How to manage variable income and large commission checks.
  • Automating your finances to avoid overspending.
  • Building a long-term financial plan for sustained success.
  • Real-life advice for navigating new income levels.

đź”— Connect with Us:

Don’t forget to like, comment, and subscribe for more expert financial insights. Share this episode with your network to help others master their financial goals!

 

#FinancialPlanning, #SalesSuccess, #WealthManagement, #HighIncomeEarners, #FinancialAdvisor, #MoneyManagement, #RetirementPlanning, #CommissionIncome, #InvestmentStrategies, #FinancialFreedom, #DavePulcini, #NickSavas, #SixPointFinancial, #PersonalFinance, #TaxPlanning, #MoneyTips, #WealthBuilding, #SalesProfessionals, #Budgeting, #FinancialSuccess

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Beyond The Ballot | Smart Investment Moves Post Election (2024)

Beyond The Ballot | Smart Investment Moves Post Election (2024)

By |

 

In this episode of Dear Rochester, Retire Well, Six Point Financial Partners’ CEO and Certified Financial Planner Dave Pulcini talks with Brendan Frazier of RFG Advisory about the psychology and emotions behind financial decisions.

They dive into behavioral finance, discuss how emotions impact money choices, and explore the role of a fiduciary in financial planning. Discover strategies for managing both head and heart when making financial moves and learn practical questions to ask any advisor to ensure a strong, trustworthy partnership.

Call to Action:
For more insights and personalized financial planning services, contact Six Point Financial Partners at 585-485-6048 or visit sixpointfp.com.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth

From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth

By |

 

 

In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Kyle Herold to explore his incredible journey from corporate beginnings to earning a life-changing financial payout.

 

Kyle shares valuable insights on how he secured equity in his company, the power of ESOPs, and the smart moves that helped him achieve financial freedom. Whether you’re an aspiring entrepreneur or looking to grow your wealth through strategic planning, Kyle’s story will inspire and guide you.

 

đź”” Subscribe for more episodes on retirement planning, wealth building, and financial insights!

 

Visit out website at www.sixpointfp.com

 

Timestamps: 0:00 Introduction 2:15 Kyle’s Early Career and Finding Opportunity 7:30 How ESOPs and Equity Changed Everything 12:45 Key Lessons for Aspiring Entrepreneurs 18:00 Balancing Personal Life and Business Success 25:10 Closing Thoughts and Advice

#WealthBuilding #Equity #FinancialFreedom #Entrepreneurship #RetirementPlanning #DearRochesterRetireWell #DavePulcini

🎙️ Listen on Spotify, Apple Podcasts, or wherever you get your podcasts!

💬 Leave a comment below with your biggest takeaway from Kyle’s journey! If you would like to talk about how SixPoint Financial Partners can help optimize for financial planning, please reach out to dpulcini@sixpointfp.com Enjoy the Show!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Investing Smarter in an Election Year w/ John Harms

Investing Smarter in an Election Year w/ John Harms

By |

Title: Investing Smarter in an Election Year | Insights with SixPoint CIO John Harms, CFP.

Description:

In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with John Harms, Chief Investment Officer at SixPoint Financial Partners, to discuss the complexities of investing during an election year. With political uncertainty often leading to market volatility, John shares his expert insights on how to navigate these turbulent times and make informed investment decisions.

Whether you’re a seasoned investor or just starting out, this conversation covers essential strategies to protect and grow your portfolio in an unpredictable market. John delves into the importance of diversification, understanding market cycles, and avoiding common pitfalls driven by emotional decision-making. Tune in to learn how to keep your investment strategy on track, no matter the political climate.

Timestamps: 0:00 – Introduction 1:30 – The impact of elections on market behavior 5:45 – Key strategies for maintaining portfolio stability 10:20 – Common mistakes investors make during election years 15:00 – The role of diversification in uncertain markets 20:15 – How to stay focused on long-term goals

đź”” Don’t forget to subscribe and hit the notification bell for more insightful episodes on financial planning, investing, and retirement strategies.

Connect with Us:

  • Website: SixPoint Financial Partners
  • LinkedIn: SixPoint Financial PartnersDisclaimer:The information provided in this podcast is for educational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making any investment decisions.

#Investing #ElectionYear #FinancialPlanning #Retirement #PortfolioManagement #MarketVolatility #SixPointFinancial

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd

Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd

By |

🎧 Podcast with Connor Boyd: Unlocking Probate Real Estate Opportunities | NYSProbateLeads.com

 

In this episode, we sit down with Connor Boyd, the founder of NYSProbateLeads.com, to explore the often-overlooked world of probate real estate. Connor shares his journey, insights, and strategies for finding and capitalizing on probate properties in New York State. Learn how NYSProbateLeads.com can give real estate investors a competitive edge by providing access to exclusive probate property leads. Whether you’re an experienced investor or new to the game, Connor’s expertise offers valuable takeaways for everyone.

 

đź”” Don’t forget to subscribe and hit the notification bell to catch this episode live tomorrow at 9 AM on all major podcast platforms and YouTube!

 

Topics Covered:

What is probate real estate?

How to find profitable probate leads Connor’s journey and the creation of NYSProbateLeads.com

Tips for real estate investors

 

đź“Ś Watch the full episode here and dive into the world of probate real estate! #ProbateRealEstate #RealEstateInvesting #Podcast #ConnorBoyd #NYSProbateLeads #InvestingTips #RealEstateOpportunities

 

Interested in discussing your financial planning needs with me? Please reach out to me directly at dpulcini@sixpointfp.com

Check out our website: www.sixpointfp.com:

Disclosure:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither SixPoint Financial Partners, Private Client Services, nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of SixPoint Financial Partners. They do not necessarily represent those of Private Client Services, RFG Advisory, their employees, or their clients. This commentary should not be regarded as a description of advisory services provided by SixPoint Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”) a registered investment advisor. Private Client Services, SixPoint 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Q2 Market Update w/ John Harms

Q2 Market Update w/ John Harms

By |

On this episode, I sit down with Chief Investment Officer of SixPoint, John Harms, for an in-depth Q2 market update and analysis.

 

If you are interested in meeting with me to discuss your financial planning needs, please reach out to me directly at dpulcini@sixpointfp.com.  Thanks!

 

Click HERE to visit our website 

LinkedIn:

https://www.linkedin.com/in/davidpulcinisixpointfp/

Facebook:

https://www.facebook.com/profile.php?id=61558746779120

 

Disclosure:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

This commentary reflects the personal opinions, viewpoints and analyses of SixPoint Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by SixPoint Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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, SixPoint 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Cover Your Assets w/ Brian Chapman

Cover Your Assets w/ Brian Chapman

By |

In this episode, I sit down with Brian Chapman of JD Chapman Insurance Agency — an independent, family-owned fiduciary insurance agency who has been serving the community for over 60 years!

Brian and his team are a wealth of knowledge when it comes to insurance.  He can be reached at:

Email:  brian@jdchapmaninc.com

Phone: 315-986-4062

Address: 66 Main Street Macedon NY 14502

LinkedIn: https://www.linkedin.com/company/jd-chapman-agency-inc/

 

Disclaimer:

 

The information represents the views and opinions of the guest and does not necessarily represent the views and opinions of SixPoint Financial Partners. 

The content has been made available for informational and educational purposes only.

The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
How to Choose A Financial Advisor (EP. 77)

How to Choose A Financial Advisor (EP. 77)

By |

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 advisor should not merely be a service provider but rather a dedicated partner in your financial journey, someone with whom you feel a sense of comfort and confidence in their ability to manage your money effectively.

In today’s episode, David Pulcini unveils the key considerations before embarking on the journey of selecting a financial advisor. He also provides valuable insights into the kind of advisor that fits you best.

Furthermore, David shares a list of 14 questions that listeners should ask any potential financial advisor. These questions range from exploring the advisor’s unique approach to retirement planning to understanding how they tailor strategies to meet individual client needs.

Lastly, he outlines a four-step guide to assist listeners in making an informed decision when choosing a financial advisor and reveals why opting for an advisor from a large firm might not be the most suitable choice. 

Watch The Full Episode on Youtube: https://youtu.be/mYtMH8gyhS8

 

During this episode, you will learn about:

[00:38] What’s in for you in today’s episode: How to choose a financial advisor 

[01:23] What you need to do before selecting a Financial Advisor

[03:35] https://sixpointfp.com/

[03:52] What kind of financial advisor should you look for?

[06:32] 14 questions you should ask any financial advisor

[09:28] What does SixPoint mean?

Website: https://sixpointfp.com/

[10:01] 4 steps to help you when choosing a financial advisor

[11:19] Why you should not choose an advisor from a large firm

[12:56] Get in touch with with David Pulcini: https://sixpointfp.com/

Key Takeaways: 

  • Before selecting a financial advisor, you should understand your financial needs and goals. [01:22] 
  • Your needs will dictate the type of advisor best suited for you. [01:43] 
  • You need to feel comfortable and confident in your advisor’s ability to manage your money. [08:46]
  • Your financial advisor should feel like a partner in your journey, not just a service provider. [09:01]
  • Choose a financial advisor who not only has the expertise, but also aligns with your financial vision. [12:42]

 

Book Time with David Pulcini:

 

Connect with David Pulcini:

View The Full Episode Transcript Here

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Investment Takeaways From 2023 and What to Expect in 2024 with John Harms (Ep. 74)

Investment Takeaways From 2023 and What to Expect in 2024 with John Harms (Ep. 74)

By |

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 clients throughout the year, providing valuable lessons for all investors. Gain valuable knowledge as John addresses the critical question: When is the right time to exit a stock? Uncover practical guidance on navigating stock market fluctuations and making informed decisions.

As we wrap up, John shares his insights on what investors can anticipate in the upcoming year, equipping listeners with essential information to prepare for the challenges and opportunities ahead. 

Watch The Full Episode on Youtube: https://youtu.be/c_WM6r8dmCU

During this episode, you will learn about:

[01:09] Introducing today’s guest, John Harms
[02:19] What prompted John to embark on investment planning?
[04:57] https://sixpointfp.com/
[05:35] A recap of 2023 investments and the market dynamics
[13:52] How often does he review the client’s performance?
[19:35] Mistakes John has seen from clients this year
[23:44] What is the right time to exit a stock?
[30:05] What to look forward to in 2024
[36:27] Best way to get in touch with John Harms

Website: https://sixpointfp.com/

Key Takeaways:  

  • Most of the significant positive market days occur after major market declines. [19:57]
  • One of the best times to invest more money in the market is typically when it’s down by 30% [26:12]
  • As goes January, so goes the year. [28:51]

Book Time with David Pulcini:

Connect with David Pulcini:

Connect with John Harms:

View The Full Episode Transcript Here

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories