Are YOU prepared for retirement? A lot of financial advisors aren’t. In this episode, David Pulcini brings on Joe Prestigiacomo, CFP®, Partner at Six Point Financial, to talk about the importance of succession planning for financial advisors. They explain the process of transitioning a financial practice and emphasize the benefits of partnering with an independent …
Thinking about setting up a retirement plan for your business but confused by all the options? Join David Pulcini and retirement plan expert Austin Spite as they unravel the best strategies for business retirement planning. Austin shares invaluable insights from nearly a decade of experience in the broader benefits industry, including the common pitfalls, legal …
How much money is enough to retire comfortably? In this episode, David Pulcini explains how you can figure out how much money is enough to retire comfortably. He outlines a simple four-step process to help you figure out your retirement number. David also mentions the 4% rule of thumb for safe withdrawals and emphasizes the …
In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Let’s go over that list and talk about how you can use it when you’re working with a financial advisor. In this episode, David Pulcini discusses the importance of building processes and systems in business. He shares …
If you have money sitting in the bank, it’s likely a depreciating asset. How can you get it to stop depreciating and start accumulating? In this episode, David Pulcini addresses a common question he gets asked, “I have cash sitting in the bank, basically earning nothing. What can I do with it?” David gives various …
If you’re looking for a financial advisor or for a new one, it’s not difficult to do! The toughest part is finding why you need to make the change. In this episode, David Pulcini talks about how to change financial advisors from two perspectives: not having an existing advisor and changing from a current advisor …
You may have heard about the Employee Retention Credit or ERC. What you may have yet to hear is that it is much easier to qualify than it was a few years ago. In this episode, David Pulcini invites Carlo DiPisa to the podcast to talk about ERC. Carlo breaks down what is needed to …
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 …