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 …
Summary: Whether you plan to retire in 2023 or shortly after that, make sure your retirement plan provides for all your needs. In this episode, David Pulcini discusses 6 points people approaching retirement should consider in 2023 with Joe Prestigiacomo, CFP®. David and Joe explain how retirees can determine how much money they will need …
The Dear Rochester, Retire Well podcast has officially released its 50th episode! 🥳 To celebrate this milestone, David Pulcini gives listeners a glimpse into his personal life in under 40 seconds and runs through five of the most common reasons people seek out the expertise of a financial advisor. David discusses: Making the most out …
Alex Neri, CFP®, RICP® is back on the podcast to tackle some of clients’ most frequently asked questions. In this episode, David and Alex provide insight and answers to questions they get the most from clients. They use examples that may apply to you and your finances, now or in the coming years. David and …
With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice. It’s hard to know what’s best for your money and you don’t want to make a mistake that could cost you dearly in the future. In this episode, …
Financial planning is SixPoint Financial Partners’ specialty – we have experience in investment planning, but we’re not experts in it. So we brought one on the podcast. In this episode, David Pulcini has Rick Wedell, Chief Investment Officer at RFG, to talk about one of the six points – investment planning – and who better …
Teamwork is great, but you want to keep your circle as small as possible when it comes to your financial planning. You may think that having two advisors will make you more competitive, but it just makes things harder for yourself! In this episode, David Pulcini and Marshal Scheidt share six of the many reasons …
What happens when you’re ready to retire but not quite there financially? In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, as they cover two of the most common scenarios they see when clients prepare for retirement. Alex talks about the different approaches to take before running out of money in your retirement years. …
Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on? In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, to discuss the major financial milestone timeline he has developed and refined over the years. We also discuss one of people’s biggest mistakes within this …
Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor. In this episode, David Pulcini answers your questions about the process of finding an advisor, and meeting one, and how to tell if that particular advisor and their …