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 …
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 …