Have you ever wondered how your occupation might impact your financial planning strategies? In this episode, David Pulcini invites Marshal Scheidt back to the podcast to complete the two-part series of financial planning for medical sales reps. Marshal shares two real-life examples of how he helps medical salespeople through the process of financial planning using …
Focusing on a specific group or niche can be advantageous as it allows us to address their common issues and concerns and help them with their finances. Curious about how and why SixPoint helps medical sales professionals? In this episode, David Pulcini chats with Marshal Scheidt, partner at SixPoint Financial Partners, who specializes in providing …
Has your financial advisor ever shared with you how they get paid? Have you ever asked? Whether you have or haven’t, we are here to answer that question. In this episode, David Pulcini invites the financial advisor legend of Rochester, Tom Hamilton of Hamilton Wealth Management, to the podcast to share his wisdom about the …
What comes to mind when you think of annuities? Guarantees? Interest rates? Insurance companies? Whatever comes to mind, we want to bring you some clarity. In this episode, David Pulcini dives into annuities explaining what they are, how an advisor might try to sell you on annuities, and everything you should know about before committing …
Is tax season leaving you feeling overwhelmed and unprepared? In this episode, David Pulcini completes the three-part series on tax preparation and planning, inviting John Harms, CFP® to join the conversation. They explain the difference between tax planning and tax preparation and share crucial questions you should be asking your advisor. David and John discuss: …
As we approach the tax season, there are some questions we get asked quite often. In this episode, David Pulcini answers the nine most frequently asked questions about taxes, including reducing your lifetime tax bill in light of the latest tax rules and regulations. (You will also learn some fun facts at the beginning of …
The holiday season has come and gone, so it’s that time of year to hunker down and get ready to file your taxes. In this episode, David Pulcini starts a three-part series on taxes by sharing with listeners how they can gear up and get organized for tax season. Be sure to keep an eye …
Have you ever started the new year with a highly energetic “new year, new me” attitude? Have you ever jotted down multiple resolutions that lasted for only a month? Most of us have. But 2023 could be the year you break this cycle of unsuccessful resolutions! In this episode, David Pulcini interviews Dr. Karthik Ramanan, …
As the year is coming to a close, there may be some financial resolutions you have yet to think of. So what are ways you can get closer to financial independence? Find out in this episode. This week, David Pulcini is joined by six certified financial advisors to give you an easy-to-remember financial checklist so …
What comes to mind when you think of health? Eating your greens? Exercise? Now, what comes to mind when you think of mental health? Therapists? Illnesses? In this episode, David Pulcini interviews Dr. Karthik Ramanan, Wall Street broker turned emotional health mentor, to share more about reinventing yourself after retirement. Dr. K also shares the …