Category: Money

Nailing Your Niche w/ Nick Savas

Nailing Your Niche w/ Nick Savas

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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

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Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato

Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato

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In this episode, we sit down with Jason Amato, who shares the inspiring journey behind building a people-first business. From humble beginnings with a borrowed painting trailer to creating unforgettable experiences, Jason’s story is all about passion, purpose, and prioritizing people. Learn about his “Three E’s” framework—Engage, Educate, Excite—and how it’s helped him maximize impact in every aspect of life and work. Whether you’re an entrepreneur, advisor, or someone looking to bring more purpose to what you do, this episode is packed with insights and practical advice. Don’t miss it!

🎧 Tune in and discover how Jason’s approach can inspire you to create meaningful experiences that resonate deeply.

đź“Ś Key Takeaways

  • The power of the “Three E’s”: Engage, Educate, Excite
  • Why people are the ultimate value proposition
  • Building impactful experiences from scratch
  • Turning passion into purpose

If you found this episode valuable, be sure to like, comment, and subscribe for more inspiring conversations!

#Leadership, #PeopleFirst, #PodcastInsights, #PurposeDriven, #EngageEducateExcite, #Entrepreneurship, #Inspiration, #PersonalGrowth, #BuildingExperiences, #JasonAmato, #PodcastEpisode

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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

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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!

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Building a Legacy: Integrating Philanthropy into Financial Planning

Building a Legacy: Integrating Philanthropy into Financial Planning

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🎙 Philanthropy and Financial Planning with Darrell Bell | Dear Rochester, Retire Well Podcast

In this episode, we sit down with Darrell Bell, Vice President for Institutional Advancement at Nazareth University, to discuss the power of philanthropy and how anyone, regardless of wealth, can make a meaningful impact. From Darrell’s early days making cold calls to ask for donations, to now raising millions for education, he shares valuable insights into strategic giving, building a legacy, and fostering community impact.

Topics Covered:

  • How to align your passions with your giving
  • The tax benefits of charitable contributions
  • The importance of building long-term impact through endowments
  • Darrell’s journey from higher education to launching his own philanthropic advisory service

đź’ˇ Whether you’re interested in making a difference in your community or looking for ways to incorporate giving into your financial plan, this episode is packed with practical advice and inspirational stories.

🚨 New episodes drop every week! Don’t forget to subscribe for more expert advice on financial planning, retirement, and building wealth with purpose.

🔔 Timestamps: 00:00 – Introduction: From Pittsburgh to Philanthropy 04:00 – Navigating Higher Education and Fundraising 10:30 – How to Ask for a Million Dollars: The Process Explained 15:50 – Aligning Passion with Philanthropy: Building Your Giving Plan 20:45 – NFL Contracts and Philanthropy: What Players Need to Know 30:00 – Planning for the Future: How Endowments Work

👉 Connect with Darrell Bell: LinkedIn: Darrell Bell Website: TrustSiempre.com

🎧 Listen on the go! Available on all major podcast platforms.

#Philanthropy #FinancialPlanning #DearRochesterRetireWell #NazarethUniversity #Endowments #CharitableGiving #LegacyBuilding #WealthManagement

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Investing Smarter in an Election Year w/ John Harms

Investing Smarter in an Election Year w/ John Harms

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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

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

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

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🎧 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.

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Q2 Market Update w/ John Harms

Q2 Market Update w/ John Harms

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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.

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Cover Your Assets w/ Brian Chapman

Cover Your Assets w/ Brian Chapman

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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.

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

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

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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 of passive income, shares examples of passive income streams, and illustrates how these avenues can pave the way to a more secure financial future.

Moreover, David underscores the pivotal role of investing in oneself. Whether you’re feeling stuck in your career or seeking avenues for personal growth, nurturing your skills and knowledge can open doors to higher earnings and fulfillment. He stresses the value of expertise in driving income growth, highlighting that becoming an expert in your field can significantly impact your earning potential.

Tune in to discover more insights on how to break free from stagnation and propel yourself towards greater financial success.

 

Watch The Full Episode on Youtube: https://youtu.be/H_OF-5wVQtI

 

During this episode, you will learn about:

[01:26] Today’s theme: How you can make more money

[01:53] The target audience for this episode

[04:04] What makes David the voice of authority in this topic?

[05:14] 3 Ways to make more money

[05:25] #1 Passive income 

[05:44] Examples of passive income streams

[07:54] Why passive income is important

[10:27] The role that time in the markets and good habits play in driving wealth

[11:46] What does SixPoint mean?

Website: https://sixpointfp.com/

[12:10] #2 Invest in yourself 

[14:10] What you should do if you’re an employee who feels stuck

[16:06] https://sixpointfp.com/

[16:26] #3 Become an entrepreneur

[18:42] Powerful sales tip

[21:36] Final words 

 

Key Takeaways:  

  • Spending less than what you earn and investing consistently leads to wealth. [03:56]
  • Passive income helps you stop trading your most valuable asset, time, for money. [07:00] 
  • Don’t be hard on yourself because someone else has something you think you want; you never know how they got it. [10:18] 
  • Building wealth relies on two things: consistent good habits and time invested in the markets. [10:27]
  • If you want to earn more money, become an expert in what you already do or want to do. [13:09] 
  • The majority of the wealthiest individuals are either business owners or have been in the past. [16:54] 
  • “Money is made in sales.” ~David Pulcini [18:17]

Book Time with David Pulcini:

Connect with David Pulcini:

View The Full Episode Transcript Here

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