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 …
There’s a saying, “You don’t know you need it until it’s too late.” That could not be more true than when it comes to handling personal injury claims and coverage. Don’t leave yourself unprotected when the unexpected happens. In this episode, David Pulcini sits down with Christina A. Goldberg, ESQ, Shareholder and Attorney at Luhrsen …
Trying to navigate the financial world can be extremely challenging. Because of this, a lot of people turn to financial advisors for help with reaching their financial goals. But what should you expect while working with an advisor? In this episode, David Pulcini sits down with Matt Halloran, CRO and co-founder of ProudMouth, to talk …
As we get older, we want to be sure our and our family’s money is in the right hands. But it is not always as simple as it sounds, and some minor mistakes can lead to horrendous consequences for the whole family. In this episode, David Pulcini sits down with associate attorney Neil Lyons, ESQ, …
Applying for a new job can be both exciting and overwhelming as you try to decipher different salaries, benefits, and other components of the new job– It can be easy to be attracted to the pay rate and not read into what is not included in the new position. In this episode, David Pulcini sits …
It’s not hard to be overwhelmed by economic news about the real estate market, interest rates, inflation and even cryptocurrency. But which protection strategies actually work? What should you be doing to ensure you are truly mitigating your risk within your portfolio? In this episode, David Pulcini sits down with Alex Oxenham, CFA, partner and …
Purchasing a home is likely the largest purchase of your life—and in today’s market, that purchase will cost you a pretty penny. But that price tag doesn’t mean that with the right guidance and advice, you can’t own the home of your dreams. In this episode, David Pulcini sits down with mortgage and lending expert …
As the saying goes, the years go by fast. One minute you’re a young up and comer in your career. Then suddenly, the next minute you’re facing the question of “when is the right time to retire?” Do you have the best plan in place to live your dream retirement? In this episode, David Pulcini …
When it comes to financial planning, making mistakes can end up being disastrous to your accounts, and can result in the loss of your own financial security for your retirement. In this episode, Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® each give two examples they commonly see when it comes to financial …
Many people would consider being suddenly given millions of dollars a positive thing. But the truth is, oftentimes, this can bring many negative experiences for the recipient. In this episode, David Pulcini is interviewed by his co-worker, Marshal Scheidt. As a partner at Six Point Financial Partners, Marshal joins David to discuss the reality behind …