Tag: #FinancialFreedom

Nailing Your Niche w/ Nick Savas

Nailing Your Niche w/ Nick Savas

💼 Maximizing Financial Success for Sales Professionals 💼

In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Nick Savas, CFP®, from Six Point Financial Partners, to discuss how high-income earners in sales can achieve financial success. Nick shares his proven strategies for managing variable income, planning for windfalls, and avoiding financial pitfalls like overspending.

Whether you’re just starting to make money in sales or you’re a seasoned professional earning six figures or more, this episode provides actionable insights to help you save, invest, and secure your financial future. Learn about automating savings, prioritizing goals, and tailoring strategies to your income fluctuations.

🎙 Highlights of the Episode:

  • How to manage variable income and large commission checks.
  • Automating your finances to avoid overspending.
  • Building a long-term financial plan for sustained success.
  • Real-life advice for navigating new income levels.

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Don’t forget to like, comment, and subscribe for more expert financial insights. Share this episode with your network to help others master their financial goals!

 

#FinancialPlanning, #SalesSuccess, #WealthManagement, #HighIncomeEarners, #FinancialAdvisor, #MoneyManagement, #RetirementPlanning, #CommissionIncome, #InvestmentStrategies, #FinancialFreedom, #DavePulcini, #NickSavas, #SixPointFinancial, #PersonalFinance, #TaxPlanning, #MoneyTips, #WealthBuilding, #SalesProfessionals, #Budgeting, #FinancialSuccess

From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth

From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth

 

 

In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Kyle Herold to explore his incredible journey from corporate beginnings to earning a life-changing financial payout.

 

Kyle shares valuable insights on how he secured equity in his company, the power of ESOPs, and the smart moves that helped him achieve financial freedom. Whether you’re an aspiring entrepreneur or looking to grow your wealth through strategic planning, Kyle’s story will inspire and guide you.

 

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Visit out website at www.sixpointfp.com

 

Timestamps: 0:00 Introduction 2:15 Kyle’s Early Career and Finding Opportunity 7:30 How ESOPs and Equity Changed Everything 12:45 Key Lessons for Aspiring Entrepreneurs 18:00 Balancing Personal Life and Business Success 25:10 Closing Thoughts and Advice

#WealthBuilding #Equity #FinancialFreedom #Entrepreneurship #RetirementPlanning #DearRochesterRetireWell #DavePulcini

🎙️ Listen on Spotify, Apple Podcasts, or wherever you get your podcasts!

💬 Leave a comment below with your biggest takeaway from Kyle’s journey! If you would like to talk about how SixPoint Financial Partners can help optimize for financial planning, please reach out to dpulcini@sixpointfp.com Enjoy the Show!