Tag Archives: Tax Planning

Financial Planning for Medical Sales Reps at SixPoint Financial Partners with Marshal Scheidt (Ep. 60)

May 17, 2023Advisor, Education, Finance, Money, Retire, Retirement, Uncategorized401(k)s, Cash Flow, Custom Goals, Dear Rochester Retire Well, Estate Planning, Financial Advisors, financial planning, Insurances, Investment Planning, Medical Salespeople, Niche, personal finance, Professional Advice, retirement, risk management, Success Story, Tax Planningdearrochesterretirewell

Focusing on a specific group or niche can be advantageous as it allows us to address their common issues and concerns and help them with their finances.

Curious about how and why SixPoint helps medical sales professionals?

In this episode, David Pulcini chats with Marshal Scheidt, partner at SixPoint Financial Partners, who specializes in providing financial planning to medical salespeople. Marshal shares his process when working with medical sales professionals, the unique challenges they face and emphasizes the importance of keeping a steady financial plan.

Marshal discusses:

Why he enjoys working with medical sales professionals and the common pain points they face
What he does to help newer medical sales professionals
The challenges faced by clients who have been in the business for 20-30 years
His process for working with medical sales professionals
A success story of how he earned the trust of a skeptical client who was hesitant to meet with a financial advisor
The process and meetings needed when meeting new clients
And more!

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About our Guest:

Marshal Scheidt takes a tremendous amount of pride in helping his clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, he takes a stake in helping his clients grow and improve on many levels.

Graduated in 2015 from SUNY Brockport where he earned a Bachelor of Science degree in Finance, as well as Business Administration with a concentration in Management.

Marshal’s business practice is focused on providing comprehensive financial planning, risk management and retirement income strategies to help individuals find success and peace of mind.

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Tax Season Preparation Part 2 (Ep. 56)

March 15, 2023Advisor, Education, Finance, Money, Retire, Retirement, UncategorizedBeneficiaries, Dear Rochester Retire Well, Financial Advisors, Financial Mistakes, financial planning, Income Tax, Mistakes, personal finance, RMD, Tax Planning, Tax Seasondearrochesterretirewell

As we approach the tax season, there are some questions we get asked quite often.

In this episode, David Pulcini answers the nine most frequently asked questions about taxes, including reducing your lifetime tax bill in light of the latest tax rules and regulations. (You will also learn some fun facts at the beginning of the episode!)

David discusses:

Commonly used tax credits and deductions — and why credits are preferable
The difference between marginal and effective tax rates
A massive penalty on RMDs that retirees should know about
The importance of planning for taxes related to inheritance
And more

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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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31. Tax Planning – Part Four of Six Points of Financial Planning

January 5, 2022Advisor, Education, Finance, Money, Retire, RetirementDear Rochester Retire Well, Financial Advisors, Financial Mistakes, financial planning, Mistakes, personal finance, Retirement Planning, Tax Planning, taxesdearrochesterretirewell

Did you know by improperly filing your taxes and not planning for potential tax return opportunities, you could be losing thousands of dollars you didn’t know you could save?

In this episode, David Pulcini explains the importance of tax planning, it’s benefits, and how to be sure you are making the right choices to benefit your future financial situation.

David discusses:

The difference between tax preparation and tax planning
How tax planning affects retirement income planning and the years prior of saving
What questions to ask yourself as you look into tax planning and your finances
How to begin planning
Some examples of tax planning gone wrong and gone right
And more

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