Understanding your Social Security benefits can be tricky, especially when you don’t know the right questions to ask or what information you should be providing your financial advisor.

In today’s episode, David Pulcini aims to help you build your Social Security knowledge by answering frequently asked Social Security questions and by breaking down how the system works.

In this episode, you’ll learn:

• The history of Social Security 
• How much the average person pays into Social Security  
• When you can start collecting your Social Security benefit  
• How and when you should apply for Social Security
• Changes that could be made to Social Security to ensure it never runs out of money  
• And more!

Join David now to start building your Social Security knowledge!

Resources: Connect with David on Linkedin | SixPoint Financial Partners 

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

After working alongside countless healthcare workers as they prepare for their retirements, David Pulcini has found four common mistakes these types of professionals tend to make with their retirement planning.

To help you avoid making the same mistakes, David is breaking down these key mistakes in today’s episode, detailing ways you can avoid them for a stronger financial future!

In this episode, you will learn:

• Why you should be regularly reviewing your benefits
• The impact these mistakes can have on your retirement planning
• Tips for saving on taxes 
• The importance of managing your retirement accounts correctly
• And more!

Tune in today to learn how you can avoid these common planning mistakes!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Rochester Regional Health and Six Point Financial Partners Video | Rochester Regional Health Pension and Defined Benefit Plan Class Video 

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

You should never be reluctant or afraid to ask questions when working with your financial professional! 

In fact, there are certain questions you SHOULD be asking your advisor.

In this episode, David Pulcini takes you through questions you should be asking your financial professional so that you can feel confident in your client-advisor relationship as you work together towards a brighter financial future.

In this episode, you will learn:

• Why you should ask your advisor how long they’ve been working 
• How often you should be communicating with your advisor
• Why you should know what will happen with your accounts if something were to happen to your financial professional
• The importance of knowing how your advisor is paid
• And more!

Tune in today to find out what questions you should be asking your financial professional! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Questions for Advisors

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More