Tag Archives: 401k

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Episode 14: The Importance of Estate Planning — With Attorney Jerry Antetomaso



Why is estate planning such an important part of your overall financial plan?

In this episode, David Pulcini speaks with Jerry Antetomaso, partner and attorney at Evans Fox LLP, about the value of estate planning. Jerry shares what estate planning really entails, and describes a couple horror stories you won’t be able to forget.

You’ll learn:

  • Why it’s so important that you have estate plan in place
  • The details of a couple of estate planning horror stories and lessons 
  • What the estate planning process looks like with attorney Jerry Antetomaso
  • And more!

Tune in today to learn about the importance of estate planning as a part of your overall financial plan!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Evans Fox LLP: (585) 787-7000 | Connect With Jerry Antetomaso on Linkedin | Email Jerry | Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Six Point Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.


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Episode 13: Avoid These Mistakes That Could Cost You Millions of Dollars



Your financial mistakes may be costing you a fortune when you’re not even aware of it.

In this episode, David Pulcini reveals real-life stories, situations, and insight he’s gathered by working with clients that have lost millions of dollars making the same eight mistakes you are currently making today. 

In this episode, you’ll learn:

  • The eight mistakes you may be making that can cost you a fortune
  • Why guarantees are not cash value
  • Why you should reconsider naming your child as your beneficiary when they’re a minor
  • And more!

Listen in to hear some of the financial mistakes that you’re making now that will cost you millions! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners 

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Six Point Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.


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Episode 12: Keys To Successful Investing With a Portfolio Manager — With Guest Peter Andersen



When most people think of financial advisors, they think of investing, and that’s correct; an advisor’s job is to assist with the investing of their clients’ accounts and to ensure that those investments are in line with the clients’ objectives.

But many times, financial advisors turn to professional asset managers to help with their investing decisions. These are the people who keep a close eye on the markets and ideally, pick the best stocks to invest in. 

Today, David Pulcini talks to Peter Andersen, founder of Andersen Capital Management. Peter has managed money for a range of clients since 1993, including managing various mutual funds, writing for Forbes Magazine, and making regular appearances on CNBC and Fox Business. Together, Peter and David discuss the importance of choosing financial advisors and fund managers that help ensure that your investments match your ideal goals. 

In this episode, you’ll learn:

  • What Peter Andersen does, and how he makes money from managing your stocks
  • Peter Andersen’s process in choosing a stock and the “themes” he invests in
  • Peter Andersen’s view on Bitcoin
  • About the Weather Mark Equity Strategy
  • Where Peter Andersen sees the S&P 500 by the end of 2021
  • And more!

Now is your chance to learn more about professional asset managers and their role in helping you achieve your investment objectives. Tune in today! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Andersen Capital Management, LLC | Connect with Peter on Linkedin | Follow Peter on Twitter

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Six Point Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.


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Episode 11: How to Make the Most of Your Pension



While pensions may not be as prevalent as they once were, if you have one, you probably want to make the most of what you’re getting from it. After all, your pension will be one of the biggest decisions you’ll ever have to make, and you want to make sure you get it right.

That’s why, today, David Pulcini sits down to dive into the world of pensions and what you need to know to take yours in a way that will benefit you. He explains what a pension is, how it differs from a 401(k) and 403(b), and how to avoid common pension mistakes.

In this episode, you’ll learn:

  • Why the pension landscape is changing
  • What you need to consider when taking your pension 
  • How pensions are typically calculated 
  • Ways your pension can fit into your retirement picture
  • And more!

Tune in today for your crash-course on pensions! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners  | Rochester Regional Health Pension and Defined Benefit Plan Class Video | NYS Teacher/Employee Pension Video

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Six Point Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.