Tag: financial industry
Episode 7: A Deep Dive Into Social Security: Part Two

Episode 7: A Deep Dive Into Social Security: Part Two

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Are you having trouble understanding your Social Security and how you can plan for the benefits you’ll receive? 

If so, don’t worry, David Pulcini has you covered!

In part two of his Social Security mini-series, David walks you through everything you need to know to understand your Social Security and its benefits. Plus, listen in as he answers commonly asked questions and concerns on retirement benefits!

In this episode, you’ll learn:

  • When and how to apply for Social Security benefits
  • What happens when you max out your Social Security for the year
  • How taxes impact Social Security
  • What happens when you take your retirement benefits early 
  • And more!

Join David Pulcini now for your guide through your Social Security statement! 

Resources: Part 1 | Connect with David on Linkedin | SixPoint Financial Partners | Create Your Social Security Account Here | Social Security Sample Statement 

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.

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Episode 6: A Deep Dive Into Social Security: Part 1

Episode 6: A Deep Dive Into Social Security: Part 1

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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.

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Episode 5 – 4 Retirement Planning Mistakes Healthcare Workers Should Avoid

Episode 5 – 4 Retirement Planning Mistakes Healthcare Workers Should Avoid

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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.

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Episode 4 — 10 Questions You Should Be Asking Your Financial Professional

Episode 4 — 10 Questions You Should Be Asking Your Financial Professional

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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.

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Episode 3 — The ‘Think About It’ Process for Building a Brighter Financial Future Together

Episode 3 — The ‘Think About It’ Process for Building a Brighter Financial Future Together

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SixPoints Financial Partners wants you to know exactly where you stand and how they can help before you pay them a single dollar. 

That’s why they created their ‘Think About It’ process.

In today’s episode, David Pulcini introduces the ‘Think About It’ process and the six steps it includes to provide you with the framework you need for making an informed decision about working together. 

In this episode, you will learn:

  • Why the ‘Think About It’ process was created
  • The six-step process prospective clients go through
  • About the secret seventh step
  • David’s philosophy on how clients and advisors should work together 
  • And more!

Tune in now to learn how SixPoint’s ‘Think About It’ process can help you decide whether they will be the best fit for you!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | SixPoint’s ‘Think About It’ Process

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.

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Episode 2 — The Six Points of Your Financial Plan

Episode 2 — The Six Points of Your Financial Plan

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SixPoint Financial Partners is built upon six planning pillars that will point you towards a brighter financial future. 

In this episode, join David Pulcini as he breaks down these key pillars by detailing the story behind SixPoint Financial and how it cultivated its focus on delivering top-notch financial services to clients.

In this episode, you will learn:

  • The history behind SixPoint Financial Services
  • The six points of comprehensive financial planning
  • How to minimize your taxes
  • How often should clients reach out to their advisors 
  • And more!

Tune in and discover the six points of planning that will help lead you towards the financial future you desire!

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.

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Episode 1 — Welcome to the Dear Rochester, Retire Well Podcast!

Episode 1 — Welcome to the Dear Rochester, Retire Well Podcast!

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Welcome to Dear Rochester, Retire Well with David Pulcini of Six Point Financial Partners!

With this podcast, get ready to take the first step towards a brighter financial tomorrow with David as your guide. In each episode, David will help you explore ways you can build your wealth while minimizing risk with a multifaceted, comprehensive approach to personal finance.  

In this inaugural episode, meet David. Discover everything about him from how he got into the financial industry and the work he does with clients to what he does for fun when he’s off the clock!

In this episode, you will learn:

  • About David’s journey into the financial industry
  • Who makes up the Six Point Financial Partners team
  • Six Point Financial Partners’ ideal client
  • Who David is outside of the office
  • And more!

Tune in now for your official introduction to the Dear Rochester, Retire Well podcast!

Resources: Connect with David on Linkedin | Six Point 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.

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