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 …
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 …