Life is filled with ups and downs — many of which can impact your finances. 

However, you don’t have to go through the challenges and trials of life alone. There are plenty of professionals, like financial advisors and family law attorneys, who are available to help you no matter what life throws your way. 

In this episode, David Pulcini welcomes guest Alison Bates, a matrimonial and family law attorney at Bates Family Law, P.C. Together, they discuss the financial and legal considerations that come with the divorce process and answer frequently asked divorce questions.

In this episode, you’ll learn:

• Important steps to take during the divorce process 
• How prenuptial agreements work 
• About qualified domestic relations orders
• How money is split during divorce
• The difference between a mediation and a divorce 
• And more!

Tune in now to hear Alison Bates answer your questions about divorce! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Connect with Alison on Linkedin | Bates Family Law, P.C.: (585) 433 – 4661

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, Six Point 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.

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Do you believe that you don’t need a financial advisor? 

That just might be true. After all, you’re smart. You’re savvy. You know about the latest happenings in the market. So, why bother paying someone to manage things for you?

In today’s episode, David Pulcini puts your financial knowledge to the test with 17 questions you should know the answers to if you want to efficiently manage your own money. If you can’t answer any of these questions, don’t worry! That’s where financial advisors like David can help.

In this episode, you’ll learn:

• How financial advisors keep you on top of your entire financial picture
• The type of action items David gives to his clients between meetings
• What to expect from your financial advisor
• How financial advisors can really help you
• And more!

Tune in to find out if you can really go without a financial advisor!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Episode 4 — 10 Questions You Should Be Asking Your Financial Professional

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, Six Point 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.

 

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Are you having trouble understanding your Social Security and how you can plan for the benefits you’ll receive? 

If so, don’t worry, David Pulcini has you covered!

In part two of his Social Security mini-series, David walks you through everything you need to know to understand your Social Security and its benefits. Plus, listen in as he answers commonly asked questions and concerns on retirement benefits!

In this episode, you’ll learn:

• When and how to apply for Social Security benefits
• What happens when you max out your Social Security for the year
• How taxes impact Social Security
• What happens when you take your retirement benefits early 
• And more!

Join David Pulcini now for your guide through your Social Security statement! 

Resources: Part 1 | Connect with David on Linkedin | SixPoint Financial Partners | Create Your Social Security Account Here | Social Security Sample Statement 

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, Six Point 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.

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Understanding your Social Security benefits can be tricky, especially when you don’t know the right questions to ask or what information you should be providing your financial advisor.

In today’s episode, David Pulcini aims to help you build your Social Security knowledge by answering frequently asked Social Security questions and by breaking down how the system works.

In this episode, you’ll learn:

• The history of Social Security 
• How much the average person pays into Social Security  
• When you can start collecting your Social Security benefit  
• How and when you should apply for Social Security
• Changes that could be made to Social Security to ensure it never runs out of money  
• And more!

Join David now to start building your Social Security knowledge!

Resources: Connect with David on Linkedin | SixPoint Financial Partners 

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, Six Point 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.

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After working alongside countless healthcare workers as they prepare for their retirements, David Pulcini has found four common mistakes these types of professionals tend to make with their retirement planning.

To help you avoid making the same mistakes, David is breaking down these key mistakes in today’s episode, detailing ways you can avoid them for a stronger financial future!

In this episode, you will learn:

• Why you should be regularly reviewing your benefits
• The impact these mistakes can have on your retirement planning
• Tips for saving on taxes 
• The importance of managing your retirement accounts correctly
• And more!

Tune in today to learn how you can avoid these common planning mistakes!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Rochester Regional Health and Six Point Financial Partners Video | Rochester Regional Health Pension and Defined Benefit Plan Class Video 

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, Six Point 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.

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You should never be reluctant or afraid to ask questions when working with your financial professional! 

In fact, there are certain questions you SHOULD be asking your advisor.

In this episode, David Pulcini takes you through questions you should be asking your financial professional so that you can feel confident in your client-advisor relationship as you work together towards a brighter financial future.

In this episode, you will learn:

• Why you should ask your advisor how long they’ve been working 
• How often you should be communicating with your advisor
• Why you should know what will happen with your accounts if something were to happen to your financial professional
• The importance of knowing how your advisor is paid
• And more!

Tune in today to find out what questions you should be asking your financial professional! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Questions for Advisors

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, Six Point 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.

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