In this episode of Dear Rochester, Retire Well, Six Point Financial Partners’ CEO and Certified Financial Planner Dave Pulcini talks with Brendan Frazier of RFG Advisory about the psychology and emotions behind financial decisions.
They dive into behavioral finance, discuss how emotions impact money choices, and explore the role of a fiduciary in financial planning. Discover strategies for managing both head and heart when making financial moves and learn practical questions to ask any advisor to ensure a strong, trustworthy partnership.
Call to Action:
For more insights and personalized financial planning services, contact Six Point Financial Partners at 585-485-6048 or visit sixpointfp.com.
🎙 Philanthropy and Financial Planning with Darrell Bell | Dear Rochester, Retire Well Podcast
In this episode, we sit down with Darrell Bell, Vice President for Institutional Advancement at Nazareth University, to discuss the power of philanthropy and how anyone, regardless of wealth, can make a meaningful impact. From Darrell’s early days making cold calls to ask for donations, to now raising millions for education, he shares valuable insights into strategic giving, building a legacy, and fostering community impact.
Topics Covered:
How to align your passions with your giving
The tax benefits of charitable contributions
The importance of building long-term impact through endowments
Darrell’s journey from higher education to launching his own philanthropic advisory service
💡 Whether you’re interested in making a difference in your community or looking for ways to incorporate giving into your financial plan, this episode is packed with practical advice and inspirational stories.
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🔔 Timestamps: 00:00 – Introduction: From Pittsburgh to Philanthropy 04:00 – Navigating Higher Education and Fundraising 10:30 – How to Ask for a Million Dollars: The Process Explained 15:50 – Aligning Passion with Philanthropy: Building Your Giving Plan 20:45 – NFL Contracts and Philanthropy: What Players Need to Know 30:00 – Planning for the Future: How Endowments Work
Title: Investing Smarter in an Election Year | Insights with SixPoint CIO John Harms, CFP.
Description:
In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with John Harms, Chief Investment Officer at SixPoint Financial Partners, to discuss the complexities of investing during an election year. With political uncertainty often leading to market volatility, John shares his expert insights on how to navigate these turbulent times and make informed investment decisions.
Whether you’re a seasoned investor or just starting out, this conversation covers essential strategies to protect and grow your portfolio in an unpredictable market. John delves into the importance of diversification, understanding market cycles, and avoiding common pitfalls driven by emotional decision-making. Tune in to learn how to keep your investment strategy on track, no matter the political climate.
Timestamps: 0:00 – Introduction 1:30 – The impact of elections on market behavior 5:45 – Key strategies for maintaining portfolio stability 10:20 – Common mistakes investors make during election years 15:00 – The role of diversification in uncertain markets 20:15 – How to stay focused on long-term goals
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LinkedIn: SixPoint Financial PartnersDisclaimer:The information provided in this podcast is for educational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making any investment decisions.
