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 …
Financial planning in your 70s may look different from the planning process earlier in life. Clients may have different goals and priorities, and it’s important to make sure that those are being addressed. But does your financial plan match up with these new priorities? In this episode, David Pulcini sits down with Joe Prestigiacomo, CFP®, …
Financial planning in your 60s is often considered by advisors to be the most important stage of your planning for your retirement. But many are confused by contradicting pieces of advice from various different sources. In this episode, David Pulcini speaks with Alex Neri, CFP®, RICP®, partner at SixPoint Financial Partners, about six pieces of …
Are you in your fifties? How do you feel about your financial situation right now? While you’re in your fifties, your life is starting to have some new milestones, and big financial and life changes are on the horizon. Are you looking at retirement soon? Are you going to sell your house after the kids …
Planning for retirement in your forties can be incredibly stressful and overwhelming, which is why many people put off planning for their retirement until they no longer can. This can have financially damaging effects on the future. In this episode, David Pulcini covers six major points of financial planning that anyone in their forties needs …
When you are in your 20s and 30s, a lot of figuring out your finances is trying to figure out where you stand—and what you need to do to achieve your goals. In this episode, David Pulcini and Jesse Cramer share six pieces of advice tailored for people in their 20’s and 30’s to help …
Medicare can be there to help you pay for unexpected medical costs in the future, but oftentimes the process can be confusing, and it can be easily mixed up with other healthcare plans. In this episode, David Pulcini speaks with Medicare specialist Catherine Glenning to tell you everything you need to know about Medicare planning. …