Tag: #WealthManagement

Leading by Design w/ Dave Pearlman

Leading by Design w/ Dave Pearlman

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In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with Dave Pearlman, a 30-year veteran of the tech industry, to discuss his fascinating journey through Microsoft, Adobe, and beyond. From his small-town beginnings and military service to his rise as a leader in technology and education, Dave shares the lessons he’s learned along the way about personal branding, career growth, and the importance of saying “no.”

Highlights of this episode include:

  • The evolution of Dave’s career from Microsoft to Adobe.
  • How personal branding and social media can elevate your career.
  • Key insights into balancing family, work, and faith.
  • The role of AI in revolutionizing industries, from HR to content creation.
  • A sneak peek into Dave’s upcoming book, filled with real-world advice for navigating life and business.

If you’re looking for inspiration to build your career, improve efficiency, or explore the potential of AI, this episode is for you. Don’t miss Dave’s candid stories and actionable tips!

👉 Subscribe now for more insights on retiring well, building wealth, and creating a life you love.

Contact Six Point Financial Partners for personalized financial advice:
📞 585-485-6048
✉️ dpulcini@sixpointfp.com

Make it a great day!

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Nailing Your Niche w/ Nick Savas

Nailing Your Niche w/ Nick Savas

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💼 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.

🔗 Connect with Us:

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

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Building a Legacy: Integrating Philanthropy into Financial Planning

Building a Legacy: Integrating Philanthropy into Financial Planning

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🎙 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

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