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Revealing the Unexpected and Unexplained While Working With a Financial Advisor with Matt Halloran, Podcasting Expert, CRO, & Co-Founder of ProudMouth (Ep.41)

Revealing the Unexpected and Unexplained While Working With a Financial Advisor with Matt Halloran, Podcasting Expert, CRO, & Co-Founder of ProudMouth (Ep.41)

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Trying to navigate the financial world can be extremely challenging.

Because of this, a lot of people turn to financial advisors for help with reaching their financial goals. But what should you expect while working with an advisor?

In this episode, David Pulcini sits down with Matt Halloran, CRO and co-founder of ProudMouth, to talk about the benefits of working with an advisor you trust, the importance of proactive communication with clients, and the four things a client should expect from their advisor.

David and Matt discuss:

  • Matt’s background in podcasting and in the financial industry
  • The problem with the public’s perception of financial advisors (and why it needs to be corrected)
  • How often you should actually expect to hear from your advisor
  • Different types of communication advisors can use to reach their clients
  • Podcasting listening tips and why Matt sees so many advisors have success when they incorporate podcasting into their company
  • And more

Resources:

LinkedIn: Kirk Lowe

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Connect with David Pulcini:

Connect with Matt Halloran:

About our Guest: Matt got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list.

Matt’s first book, “The Social Media Handbook for Financial Advisors,” available on Amazon, was a big hit. He’s been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book, “99 Best Ideas”, was an Amazon bestseller filled with marketing ideas.

Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional in his list of accomplishments. Matt’s breadth of hands-on experience positions him superbly to help financial professionals build the marketing side of their practices.

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The Real Power Behind a Power of Attorney with Neil Lyons, ESQ (Ep. 40)

The Real Power Behind a Power of Attorney with Neil Lyons, ESQ (Ep. 40)

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As we get older, we want to be sure our and our family’s money is in the right hands.

But it is not always as simple as it sounds, and some minor mistakes can lead to horrendous consequences for the whole family.

In this episode, David Pulcini sits down with associate attorney Neil Lyons, ESQ, from Luhrsen Goldberg to talk about everything you need to know about setting up, or being a power of attorney and how to avoid some mistakes that could cost you your financial stability. 

David and Neil discuss: 

  • What is a power of attorney and what that entities you the power to do 
  • If you can take power of attorney over someone without their consistent 
  • How to not inform someone they are your power of attorney 
  • Some common mistakes that are made that turn out to be disastrous, not only financially but emotionally 
  • And more

Resources:

Estate Planning – Part Five of Six Points of Financial Planning with Neil Lyons, ESQ (Ep. 32) 

Book Time with David Pulcini:

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Connect with David Pulcini: 

Connect with Neil Lyons:

About our Guest: Neil Lyons, ESQ, practices extensively in the realm of estate planning, elder law, and trust and probate administration. In this arena and since 2015, he has put his legal knowledge and desire to helping others to good end, contributing more than 500 hours of pro bono legal services to Sarasota and Manatee County residents.

Neil’s good deeds have been widely recognized, including by the Sarasota County Bar Association, which in 2018 awarded him with its Distinguished Community Service Award for “his dedication to helping the cause of the defenseless and oppressed through his countless hours of pro bono legal services.” More recently, in 2019, the Florida Bar recognized this with its President’s Pro Bono Service Award. 

Neil earned his Juris Doctor degree from Stetson University College of Law in 2011. Neil earned his Bachelor of Arts Degree with a major in History from the University of South Florida in 2004. He then went on to earn his Master’s Degree in Education from the University of South Florida in 2008.

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6 Tips When Changing Careers with Nate Hasto Investment Advisor Representative for Six Point Financial Partners (Ep.39)

6 Tips When Changing Careers with Nate Hasto Investment Advisor Representative for Six Point Financial Partners (Ep.39)

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Applying for a new job can be both exciting and overwhelming as you try to decipher different salaries, benefits, and other components of the new job– It can be easy to be attracted to the pay rate and not read into what is not included in the new position.

In this episode, David Pulcini sits down with fellow Six Point Financial Partners Advisor, Nate Hasto to talk about Nate’s 6 tips he has for anyone thinking of or currently changing their careers.  

David and Nate discuss: 

  • What benefits you should be looking for in your next career
  • Why sometimes a job that pays a higher salary can actually end up paying you less in the long-term 
  • Different types of professional development opportunities to look for when applying to different careers 
  • The pros and cons of working from home and a flexible schedule 
  • And more

Resources:

Dear Rochester, Retire Well episode 31. Tax Planning – Part Four of Six Points of Financial Planning 

Book Time with David Pulcini:

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Connect with David Pulcini: 

Connect with Nate Hasto:

About our Guest: 

After years of sharing new learnings in personal finance outside of Nate’s corporate work schedule, he discovered that continuing to learn and teach financial strategies was more than something he simply enjoyed – it was his true passion and vocation. There is nothing more rewarding to Nate than spending time helping his clients feel heard and empowered to face their greatest financial and planning questions with confidence.

 

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Risk Mitigation While Investing For a Client’s Portfolio with Alexander Oxenham, CFA (Ep. 38)

Risk Mitigation While Investing For a Client’s Portfolio with Alexander Oxenham, CFA (Ep. 38)

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It’s not hard to be overwhelmed by economic news about the real estate market, interest rates, inflation and even cryptocurrency.

But which protection strategies actually work? What should you be doing to ensure you are truly mitigating your risk within your portfolio? 

In this episode, David Pulcini sits down with Alex Oxenham, CFA, partner and co-chief investment officer at Hilton Capital Management to talk about the company’s experience and practices when it comes to investing. David and Alex share why Hilton Capital Management uses the economic cycle to determine whether or not they should take more or less risks for clients’ portfolios. 

David and Alex discuss: 

  • Different strategies that the Hilton team uses when determining how much risk a client can handle in their portfolio
  • Where the markets could be heading in the next few years based on current events
  • A number of investing and stock picking tips
  • The ideal client for Hilton and the various strategies they incorporate
  • And more

Book Time with David Pulcini:

Schedule a Call

Connect with David Pulcini: 

Connect with Alex Oxenham:

About our Guest: Alex Oxenham joined Hilton Capital in 2011 from HSBC Private Bank in New York where he was a Senior Portfolio Manager and Voting Member on the HSBC Private Bank Investment Policy Committee for the Americas region. 

Prior to HSBC, Oxenham worked in portfolio management for Mercantile Bankshares, Bankers Trust Alex Brown/Brown Advisory, and Bank of America. Oxenham holds a B.S. in International Business from the University of Maryland, an MBA in Finance from American University, and is a CFA charterholder. Oxenham is also a CFA Institute member and a member of the New York Society of Security Analysts.

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Checking Your Retirement Planning List (Ep. 36)

Checking Your Retirement Planning List (Ep. 36)

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As the saying goes, the years go by fast. One minute you’re a young up and comer in your career.

Then suddenly, the next minute you’re facing the question of “when is the right time to retire?” Do you have the best plan in place to live your dream retirement?

In this episode, David Pulcini reviews what you need to cover in your retirement checklist to ensure that you are truly prepared for retirement.

David discusses:

  • The 16 points on your retirement list that need to be checked
  • The role your advisor plays in ensuring everything on the list is complete
  • How to get more out of your Social Security
  • The importance of looking into long-term care insurance
  • And more

Connect with David Pulcini: 

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28. Investment Planning – Part One of Six Points of Financial Planning with Kevin Simpson

28. Investment Planning – Part One of Six Points of Financial Planning with Kevin Simpson

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Yield enhancing covered calling, risk adjusted returns, equity portfolios—most advisors understand these topics, but the average investor may not know what these are and how they could be a strong addition to their portfolio.

In this episode, David Pulcini sits down with Kevin Simpson, founder & chief investment officer of Capital Wealth Planning, to talk about the more complicated side of the stock market. They do so in a way that advisors and investors alike will understand and share new strategies to make the most of your money. 

David and Kevin discuss: 

  • Institutional money management and risk adjusted returns
  • Kevin’s strategies and advice when it comes to the stock market  
  • How Kevin got into this type of fund management 
  • Capital Wealth Planning’s ideal client 
  • Kevin’s opinion on crypto markets 
  • And more

Resources:

Connect with David Pulcini: 

Connect with Kevin Simpson: 

About our Guest: Kevin Simpson has been the Portfolio Manager of Capital Wealth Planning, LLC since establishing the firm in 2005. Originally from Philadelphia, Pennsylvania, Kevin has been investing in options since he began his career at W.H. Newbold’s Son & Co. in 1992. After his time at W.H. Newbold’s Son & Co, Kevin spent 7 years with Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net worth individuals plan and achieve their financial goals through option centered strategies.

Following his time at Wheat First Butcher Singer, Kevin spent several years at Sterling Financial before establishing Capital Wealth Planning. Over the years, Kevin has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and Equity portfolios that are complemented with a yield enhancing covered call strategy.

A graduate of The George Washington University majoring in Finance, Kevin applies institutional investment management strategies to diversified equity and option portfolios.

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27. Understanding Your Retirement From a Public School View with Marshal Scheidt

27. Understanding Your Retirement From a Public School View with Marshal Scheidt

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Navigating through pension options, IRAs, 403(b)s, and insurance plans can be overwhelming, and for many, the hardest part of retiring– especially for those working in the public school system. 

In this episode, David Pulcini speaks with Marshal Scheidt, partner at Six Point Financial Partners, to talk about retirement for public school employees, with lessons and mistakes that can be applied for both public school employees and everyone else planning for retirement.  

David and Marshal discuss: 

  • Retirement planning for public school employees 
  • Common mistakes clients make with their pensions 
  • Understanding how to make your 403(b) work for you
  • Why retirement incentives might be costing you thousands if you’re not ready to retire
  • A look into how your tax bracket can affect your retirement 
  • And more

Connect with Marshal Scheidt:

Connect with David Pulcini: 

About our Guest: Marshal Scheidt takes a tremendous amount of pride in helping his clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, he takes a stake in helping his clients grow and improve on many levels. 

Graduated in 2015 from SUNY Brockport where he earned a Bachelor of Science degree in Finance, as well as Business Administration with a concentration in Management.

Marshal’s business practice is focused on providing comprehensive financial planning, risk management and retirement income strategies to help individuals find success and peace of mind.

 

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26. What’s Going on in the Real Estate Market with Angelo Prestigiacomo

26. What’s Going on in the Real Estate Market with Angelo Prestigiacomo

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The past year has seen many ups and downs and the housing market is no exception. Navigating this quickly changing market can be challenging if you don’t know what to expect. 

In this episode, David Pulcini sits down with Angelo Prestigiacomo, owner of Blue Arrow Real Estate, who has helped a tremendous number of people buy and sell their homes successfully. Angelo breaks down the current state of the housing market, and shares some advice that benefits both buyer and seller during one of the biggest transitions a person makes. 

David and Angelo discuss: 

  • How to take advantage of current opportunities to buy a house during this market
  • Mistakes Angelo commonly sees from both buyers and sellers
  • What is behind “no inspections” when viewing a house
  • Where are people going after they sell  
  • And more

Connect with Angelo Prestigiacomo:

Connect with David Pulcini: 

About our Guest: Angelo Prestigiacomo graduated Athena High School in 2004, and went on to study Business Management at Monroe Community College earning his B.B.A. After that he worked for Howard Hanna Real Estate Services and Nothnagle realtors until August of 2020 when Angelo opened his own company Blue Arrow Real Estate. 

They are a group of experienced, licensed real estate agents with a mission to provide the highest quality service to homeowners and homebuyers alike. Their approach is focused and intentional. The team is professional, accomplished, and driven. And the results speak for themselves.

Their vision is to provide the highest level of service to homeowners and homebuyers alike, while carving out a place in the Rochester, NY / Finger Lakes Region real estate marketplace for accomplished, licensed real estate salespeople to belong and advance.

 

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25. Unlocking Your Potential and Pursuing Your Maximum Success With Jim Harshaw, Jr.

25. Unlocking Your Potential and Pursuing Your Maximum Success With Jim Harshaw, Jr.

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Jim Harshaw Jr., has impacted thousands of lives around the world with his advice to help people focus on and dominate the four main areas of their lives. He has helped people achieve the success they thought was impossible, and encourages his clients to increase their resilience, maximize their potential and always continue to fight harder. 

In this episode, David Pulcini talks to Jim Harshaw Jr., who is a personal performance coach to Olympic athletes, millionaires, CEOs, and many more of the world’s most successful people. Jim shares some of the advice he gives to his clients to help them understand their goals and find the successful path to pursuing their biggest dreams. 

David and Jim discuss: 

  • Jim’s experience as a coach and how he found that career path 
  • How micro goals can help you to accomplish your ultimate goal
  • How to overcome to the fear of failure and mitigate risk
  • How the “productive pause” helps many of the world’s most successful people, and how you can incorporate it into your life
  • And more

Resources:

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Connect with Jim Harshaw, Jr:

About our Guest: Jim Harshaw Jr is a Personal Performance Coach and Executive Life Coach who helps people create the systems, habits, and routines of elite performers through his exclusive program called Reveal Your Path. Jim Harshaw has learned many life lessons on the wrestling mat. Having won three ACC Championships for the University of Virginia, trained at the Olympic Training Center and competed overseas for Team USA he has experienced significant triumph and devastating defeat. He shares those powerful lessons of failure, struggle and setback to empower his audiences to overcome their own challenges and achieve success despite their inevitable failures.

At the Virginia Athletics Foundation (VAF), Jim works with donors to connect them to the University of Virginia in ways that are meaningful to them. Jim’s is responsible for raising millions of dollars to fund scholarships, capital projects and endowments for consistently one of the top Division I college athletics programs in the nation.

Jim has consulted with businesses, nonprofits and athletic programs nationwide in regards to marketing, fundraising, lead generation, communications, and brand building. He has presented at over a dozen state and national conventions on the topics of fundraising, donor relations and marketing.

 

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23. 6 Things We Tell People in Their 60’s with Alex Neri

23. 6 Things We Tell People in Their 60’s with Alex Neri

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Financial planning in your 60s is often considered by advisors to be the most important stage of your planning for your retirement. 

But many are confused by contradicting pieces of advice from various different sources.

In this episode, David Pulcini speaks with Alex Neri, CFP®, RICP®, partner at SixPoint Financial Partners, about six pieces of financial advice he would give to clients in their 60s. Alex also includes one BONUS piece of advice that was too important to leave out. 

Alex discusses: 

  • How Social Security plays plays a huge role in your planning in your 60s
  • What Medicare decisions you need to make, and when the “cut-off” is
  • Whether long term insurance will cover your medical expenses in the future
  • Making the most of your pension 
  • How to plan your inheritance properly 
  • And more

Resources:

Connect with David Pulcini: 

Connect with Alex Neri:

About our Guest: Alex Neri is dedicated to helping people meet their financial goals through in-depth discussions and planning. He is a 2014 graduate of Mercyhurst University-Erie, PA where he earned a bachelor’s degree in Finance. He enjoys taking complex issues and breaking them down into simple and manageable financial goals. Specializing in working with individuals and families as Alex works to help them properly manage their retirement assets, develop risk mitigation strategies and uncover and resolve portfolio inefficiencies.

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