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 …
Very few people completely understand each of the assets that they hold, their value, and how they fit into their overall financial plan. How can you and your advisor ensure that you are financially organized? In this episode, David Pulcini speaks with Adam Holt, founder and CEO of Asset-Map about how his software helps advisors …
Planning for the future can feel overwhelming, and knowing how to properly manage your estate in your later years can seem intimidating. But it doesn’t have to be a difficult process! In this episode, David Pulcini talks to attorney Neil Lyons, ESQ, from Luhrsen Goldberg to remove the confusion and stress from estate planning. David …
Did you know by improperly filing your taxes and not planning for potential tax return opportunities, you could be losing thousands of dollars you didn’t know you could save? In this episode, David Pulcini explains the importance of tax planning, it’s benefits, and how to be sure you are making the right choices to benefit …
As you enter retirement, you want to be sure your wealth doesn’t outlive you. It’s important to ensure you have enough money to continue to live comfortably and that you have finances for any extra hurdles that might come along the way. In this episode, David Pulcini talks to colleague John P. Harms, CFP®, RICP®, …
You never know what is going to happen tomorrow. That is why it is so important to plan ahead for whatever life might throw your way. One of the best ways to do that is by having a well-thought-out risk management plan, and insurance coverage to protect your money through life’s toughest obstacles. In this …
Yield enhancing covered calling, risk adjusted returns, equity portfolios—most advisors understand these topics, but the average investor may not know what these are and how they could be a strong addition to their portfolio. In this episode, David Pulcini sits down with Kevin Simpson, founder & chief investment officer of Capital Wealth Planning, to talk …
Navigating through pension options, IRAs, 403(b)s, and insurance plans can be overwhelming, and for many, the hardest part of retiring– especially for those working in the public school system. In this episode, David Pulcini speaks with Marshal Scheidt, partner at Six Point Financial Partners, to talk about retirement for public school employees, with lessons and …
The past year has seen many ups and downs and the housing market is no exception. Navigating this quickly changing market can be challenging if you don’t know what to expect. In this episode, David Pulcini sits down with Angelo Prestigiacomo, owner of Blue Arrow Real Estate, who has helped a tremendous number of people …
Jim Harshaw Jr., has impacted thousands of lives around the world with his advice to help people focus on and dominate the four main areas of their lives. He has helped people achieve the success they thought was impossible, and encourages his clients to increase their resilience, maximize their potential and always continue to fight …