Tag: Six Point Financial Partners
Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond

Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond

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What is a 403(b) plan and how does it work?

Find out with David Pulcini and guest Matt Drummond, national sales director at PCS Retirement, LLC, as they answer your questions and concerns about 403(b) plans and share the most common mistakes their clients make when planning for retirement!

In this episode, you’ll learn:

  • The answers to your commonly asked questions about 403(b) plans
  • Common mistakes clients make in 403(b) plans
  • Potential 403(b) plan horror stories
  • Trends and shifts in 403(b) plans
  • And more!

Tune in to discover more about 403(b) planning today!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Connect with Matt Drummond on Linkedin | Matt’s Email

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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Episode 14: The Importance of Estate Planning — With Attorney Jerry Antetomaso

Episode 14: The Importance of Estate Planning — With Attorney Jerry Antetomaso

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Why is estate planning such an important part of your overall financial plan?

In this episode, David Pulcini speaks with Jerry Antetomaso, partner and attorney at Evans Fox LLP, about the value of estate planning. Jerry shares what estate planning really entails, and describes a couple horror stories you won’t be able to forget.

You’ll learn:

  • Why it’s so important that you have estate plan in place
  • The details of a couple of estate planning horror stories and lessons 
  • What the estate planning process looks like with attorney Jerry Antetomaso
  • And more!

Tune in today to learn about the importance of estate planning as a part of your overall financial plan!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Evans Fox LLP: (585) 787-7000 | Connect With Jerry Antetomaso on Linkedin | Email Jerry | Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again

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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Episode 13: Avoid These Mistakes That Could Cost You Millions of Dollars

Episode 13: Avoid These Mistakes That Could Cost You Millions of Dollars

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Your financial mistakes may be costing you a fortune when you’re not even aware of it.

In this episode, David Pulcini reveals real-life stories, situations, and insight he’s gathered by working with clients that have lost millions of dollars making the same eight mistakes you are currently making today. 

In this episode, you’ll learn:

  • The eight mistakes you may be making that can cost you a fortune
  • Why guarantees are not cash value
  • Why you should reconsider naming your child as your beneficiary when they’re a minor
  • And more!

Listen in to hear some of the financial mistakes that you’re making now that will cost you millions! 

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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Episode 12: Keys To Successful Investing With a Portfolio Manager — With Guest Peter Andersen

Episode 12: Keys To Successful Investing With a Portfolio Manager — With Guest Peter Andersen

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When most people think of financial advisors, they think of investing, and that’s correct; an advisor’s job is to assist with the investing of their clients’ accounts and to ensure that those investments are in line with the clients’ objectives.

But many times, financial advisors turn to professional asset managers to help with their investing decisions. These are the people who keep a close eye on the markets and ideally, pick the best stocks to invest in. 

Today, David Pulcini talks to Peter Andersen, founder of Andersen Capital Management. Peter has managed money for a range of clients since 1993, including managing various mutual funds, writing for Forbes Magazine, and making regular appearances on CNBC and Fox Business. Together, Peter and David discuss the importance of choosing financial advisors and fund managers that help ensure that your investments match your ideal goals. 

In this episode, you’ll learn:

  • What Peter Andersen does, and how he makes money from managing your stocks
  • Peter Andersen’s process in choosing a stock and the “themes” he invests in
  • Peter Andersen’s view on Bitcoin
  • About the Weather Mark Equity Strategy
  • Where Peter Andersen sees the S&P 500 by the end of 2021
  • And more!

Now is your chance to learn more about professional asset managers and their role in helping you achieve your investment objectives. Tune in today! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Andersen Capital Management, LLC | Connect with Peter on Linkedin | Follow Peter on Twitter

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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Episode 11: How to Make the Most of Your Pension

Episode 11: How to Make the Most of Your Pension

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While pensions may not be as prevalent as they once were, if you have one, you probably want to make the most of what you’re getting from it. After all, your pension will be one of the biggest decisions you’ll ever have to make, and you want to make sure you get it right.

That’s why, today, David Pulcini sits down to dive into the world of pensions and what you need to know to take yours in a way that will benefit you. He explains what a pension is, how it differs from a 401(k) and 403(b), and how to avoid common pension mistakes.

In this episode, you’ll learn:

  • Why the pension landscape is changing
  • What you need to consider when taking your pension 
  • How pensions are typically calculated 
  • Ways your pension can fit into your retirement picture
  • And more!

Tune in today for your crash-course on pensions! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners  | Rochester Regional Health Pension and Defined Benefit Plan Class Video | NYS Teacher/Employee Pension 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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Episode 10: Optimizing Employer Insurance Costs & Employee Benefits — With Mike Mancuso

Episode 10: Optimizing Employer Insurance Costs & Employee Benefits — With Mike Mancuso

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Employer insurance and benefits are a critical part of any business. Whether you’re an employee or a business owner, it’s important to review company offerings regularly so that you can make the most of your insurance and benefits. 

In this episode, David Pulcini talks with Mike Mancuso, an associate partner with the fastest-growing independent agency in the Rochester area, Lawley Insurance. Mike details the ways both business owners and employees can benefit from professional guidance around insurance and benefits and shares ways he can help uncover the right strategy for you.

In this episode, you’ll learn:

  • What working with Mike and his team looks like for both employees and business owners
  • Ways Mike helps clients drive down insurance costs
  • How much companies really pay to offer employees insurance and benefits
  • Insurance considerations for employees and business owners
  • And more!

Tune in now as Mike Mancuso shares an inside look at employee benefits and insurance! 

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Connect with Mike Mancuso on Linkedin | Lawley Insurance: (585) 545 – 6651 

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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Episode 9: Filing for Divorce? Here’s What You Need To Know — With Alison Bates

Episode 9: Filing for Divorce? Here’s What You Need To Know — With Alison Bates

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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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Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again

Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again

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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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Episode 7: A Deep Dive Into Social Security: Part Two

Episode 7: A Deep Dive Into Social Security: Part Two

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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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Episode 6: A Deep Dive Into Social Security: Part 1

Episode 6: A Deep Dive Into Social Security: Part 1

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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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