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.
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For more insights and personalized financial planning services, contact Six Point Financial Partners at 585-485-6048 or visit sixpointfp.com.
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
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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.
In this episode, we sit down with Alex Neri, a Retirement Income Certified Professional (RICP), Certified Financial Planner (CFP), and a partner at SixPoint Financial Partners. We dive into the financial landscape of 2024, exploring key tax numbers that could shape your financial strategy.
Alex breaks down key numbers that matter, highlighting changes in contribution limits for 401(k) or 403(b) retirement accounts. Additionally, Alex takes us through the changes in IRA contribution limits, exploring the recent adjustment in the age requirement to 75.
He also takes us through the changes in Required Minimum Distribution (RMD) requirements and unveils the latest updates on Medicare premiums for 2024.
