Do you believe that you don’t need a financial advisor? That just might be true. After all, you’re smart. You’re savvy. You know about the latest happenings in the market. So, why bother paying someone to manage things for you? In today’s episode, David Pulcini puts your financial knowledge to the test with 17 questions …
Are you having trouble understanding your Social Security and how you can plan for the benefits you’ll receive? If so, don’t worry, David Pulcini has you covered! In part two of his Social Security mini-series, David walks you through everything you need to know to understand your Social Security and its benefits. Plus, listen in …
Understanding your Social Security benefits can be tricky, especially when you don’t know the right questions to ask or what information you should be providing your financial advisor. In today’s episode, David Pulcini aims to help you build your Social Security knowledge by answering frequently asked Social Security questions and by breaking down how the …
After working alongside countless healthcare workers as they prepare for their retirements, David Pulcini has found four common mistakes these types of professionals tend to make with their retirement planning. To help you avoid making the same mistakes, David is breaking down these key mistakes in today’s episode, detailing ways you can avoid them for …
You should never be reluctant or afraid to ask questions when working with your financial professional! In fact, there are certain questions you SHOULD be asking your advisor. In this episode, David Pulcini takes you through questions you should be asking your financial professional so that you can feel confident in your client-advisor relationship as …
SixPoints Financial Partners wants you to know exactly where you stand and how they can help before you pay them a single dollar. That’s why they created their ‘Think About It’ process. In today’s episode, David Pulcini introduces the ‘Think About It’ process and the six steps it includes to provide you with the framework …
SixPoint Financial Partners is built upon six planning pillars that will point you towards a brighter financial future. In this episode, join David Pulcini as he breaks down these key pillars by detailing the story behind SixPoint Financial and how it cultivated its focus on delivering top-notch financial services to clients. In this episode, you …
Welcome to Dear Rochester, Retire Well with David Pulcini of Six Point Financial Partners! With this podcast, get ready to take the first step towards a brighter financial tomorrow with David as your guide. In each episode, David will help you explore ways you can build your wealth while minimizing risk with a multifaceted, comprehensive …