Tag: Investment Strategies

Q2 Market Update w/ John Harms

Q2 Market Update w/ John Harms

On this episode, I sit down with Chief Investment Officer of SixPoint, John Harms, for an in-depth Q2 market update and analysis.

 

If you are interested in meeting with me to discuss your financial planning needs, please reach out to me directly at dpulcini@sixpointfp.com.  Thanks!

 

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Disclosure:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

This commentary reflects the personal opinions, viewpoints and analyses of SixPoint Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by SixPoint Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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, SixPoint 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.

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

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

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