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.
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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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
🎙️ 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!
🎙 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
