Tag: #RetirementPlanning

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

Beyond The Ballot | Smart Investment Moves Post Election (2024)

Beyond The Ballot | Smart Investment Moves Post Election (2024)

 

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.

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!

Building a Legacy: Integrating Philanthropy into Financial Planning

Building a Legacy: Integrating Philanthropy into Financial Planning

🎙 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.

🚨 New episodes drop every week! Don’t forget to subscribe for more expert advice on financial planning, retirement, and building wealth with purpose.

🔔 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

👉 Connect with Darrell Bell: LinkedIn: Darrell Bell Website: TrustSiempre.com

🎧 Listen on the go! Available on all major podcast platforms.

#Philanthropy #FinancialPlanning #DearRochesterRetireWell #NazarethUniversity #Endowments #CharitableGiving #LegacyBuilding #WealthManagement