Tag: Financial Advice
Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto (Ep. 73)

Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto (Ep. 73)

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Financial planning transcends mere money-making; it’s about forging connections and relationships. Importantly, dedicating time to planning and investing enhances the long-term efficiency of your money.

Joining us today is Aaron Laranetto, a Wealth Manager, Temple alumni, and an independent Financial Advisor at SixPoint Financial Partners. Aaron generously reveals his path into financial services and recounts acquiring his first client.

Aaron presents a comparative analysis of working with a Brokerage Firm versus an Insurance Firm, and also explains why he chose to become an independent advisor. Aaron also pinpoints two often overlooked aspects in retirement planning.

Don’t miss out, tune in!

 

Watch The Full Episode on Youtube Here:

 

During this episode, you will learn about:

[01:18] Meet our guest: Aaron Laranetto

[01:36] Aaron’s background

[04:43] https://sixpointfp.com/

[05:33] How Aaron got into the financial services space

[08:33] How he got his first client

[11:54] Aaron’s comparative experience: Working with a Brokerage Firm vs. an Insurance Firm

[16:30] What prompted Aaron to become an independent advisor?

[19:49] Aaron’s advice to his 22-year-old self

[23:13] Who are the clients that Aaron is currently working with, and how is he assisting them?

[25:25] Where is Aaron currently located?

[27:09] The 2 common things that people often miss in their retirement plan journey

[31:02] Connect with Aaron Laranetto

Website: https://sixpointfp.com/

Email: alaranetto@sixpointfp.com

LinkedIn: https://www.linkedin.com/in/aaron-laranetto-ab87a9bb/

Key Takeaways:  

  • “Financial planning is more than just making a good living for yourself; it’s about building relationships.” ~Aaron Laranetto [20:20]
  • Having confidence in yourself and your work significantly enhances your effectiveness as an advisor.. [21:22] 
  • The more time you have to invest, the more time you will give your money to work for you. [29:14]

Book Time with David Pulcini:

Connect with David Pulcini:

Connect with Aaron Laranetto:

 

 

View The Full Episode Transcript Here

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The First Steps To Working with a Financial Advisor (Ep. 43)

The First Steps To Working with a Financial Advisor (Ep. 43)

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Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor. 

In this episode, David Pulcini answers your questions about the process of finding an advisor, and meeting one, and how to tell if that particular advisor and their firm are right for you. 

David discusses: 

  • What to avoid when first meeting with an advisor 
  • What your first meeting should look like
  • How you should feel while first meeting your prospective advisor 
  • What Six Point Financial can do for you if you are looking for a new advisor 
  • And more

Resources:

Book Time with David Pulcini:

Connect with David Pulcini: 

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23. 6 Things We Tell People in Their 60’s with Alex Neri

23. 6 Things We Tell People in Their 60’s with Alex Neri

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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 financial advice he would give to clients in their 60s. Alex also includes one BONUS piece of advice that was too important to leave out. 

Alex discusses: 

  • How Social Security plays plays a huge role in your planning in your 60s
  • What Medicare decisions you need to make, and when the “cut-off” is
  • Whether long term insurance will cover your medical expenses in the future
  • Making the most of your pension 
  • How to plan your inheritance properly 
  • And more

Resources:

Connect with David Pulcini: 

Connect with Alex Neri:

About our Guest: Alex Neri is dedicated to helping people meet their financial goals through in-depth discussions and planning. He is a 2014 graduate of Mercyhurst University-Erie, PA where he earned a bachelor’s degree in Finance. He enjoys taking complex issues and breaking them down into simple and manageable financial goals. Specializing in working with individuals and families as Alex works to help them properly manage their retirement assets, develop risk mitigation strategies and uncover and resolve portfolio inefficiencies.

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