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Teamwork is great, but you want to keep your circle as small as possible when it comes to your financial planning. You may think that having two advisors will make you more competitive, but it just makes things harder for yourself! In this episode, David Pulcini and Marshal Scheidt share six of the many reasons … Continue reading 6 Reasons Why You Should Only Have 1 Advisor (Ep. 46) →
What happens when you’re ready to retire but not quite there financially? In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, as they cover two of the most common scenarios they see when clients prepare for retirement. Alex talks about the different approaches to take before running out of money in your retirement years. … Continue reading The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45) →
Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on? In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, to discuss the major financial milestone timeline he has developed and refined over the years. We also discuss one of people’s biggest mistakes within this … Continue reading 5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44) →
Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor.  In this episode, David Pulcini answers your questions about the process of finding an advisor, and meeting one, and how to tell if that particular advisor and their … Continue reading The First Steps To Working with a Financial Advisor (Ep. 43) →
There’s a saying, “You don’t know you need it until it’s too late.” That could not be more true than when it comes to handling personal injury claims and coverage. Don’t leave yourself unprotected when the unexpected happens. In this episode, David Pulcini sits down with Christina A. Goldberg, ESQ, Shareholder and Attorney at Luhrsen … Continue reading Keeping You Covered – Handling Personal Injury Claims and Coverage with Christina A. Goldberg (Ep.42) →
Trying to navigate the financial world can be extremely challenging. Because of this, a lot of people turn to financial advisors for help with reaching their financial goals. But what should you expect while working with an advisor? In this episode, David Pulcini sits down with Matt Halloran, CRO and co-founder of ProudMouth, to talk … Continue reading Revealing the Unexpected and Unexplained While Working With a Financial Advisor with Matt Halloran, Podcasting Expert, CRO, & Co-Founder of ProudMouth (Ep.41) →
As we get older, we want to be sure our and our family’s money is in the right hands. But it is not always as simple as it sounds, and some minor mistakes can lead to horrendous consequences for the whole family. In this episode, David Pulcini sits down with associate attorney Neil Lyons, ESQ, … Continue reading The Real Power Behind a Power of Attorney with Neil Lyons, ESQ (Ep. 40) →
Applying for a new job can be both exciting and overwhelming as you try to decipher different salaries, benefits, and other components of the new job– It can be easy to be attracted to the pay rate and not read into what is not included in the new position. In this episode, David Pulcini sits … Continue reading 6 Tips When Changing Careers with Nate Hasto Investment Advisor Representative for Six Point Financial Partners (Ep.39) →
It’s not hard to be overwhelmed by economic news about the real estate market, interest rates, inflation and even cryptocurrency. But which protection strategies actually work? What should you be doing to ensure you are truly mitigating your risk within your portfolio?  In this episode, David Pulcini sits down with Alex Oxenham, CFA, partner and … Continue reading Risk Mitigation While Investing For a Client’s Portfolio with Alexander Oxenham, CFA (Ep. 38) →
Purchasing a home is likely the largest purchase of your life—and in today’s market, that purchase will cost you a pretty penny.  But that price tag doesn’t mean that with the right guidance and advice, you can’t own the home of your dreams.  In this episode, David Pulcini sits down with mortgage and lending expert … Continue reading What To Do In The Housing Market Boom with Glen Didas (Ep. 37) →
As the saying goes, the years go by fast. One minute you’re a young up and comer in your career. Then suddenly, the next minute you’re facing the question of “when is the right time to retire?” Do you have the best plan in place to live your dream retirement? In this episode, David Pulcini … Continue reading Checking Your Retirement Planning List (Ep. 36) →
When it comes to financial planning, making mistakes can end up being disastrous to your accounts, and can result in the loss of your own financial security for your retirement.  In this episode, Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® each give two examples they commonly see when it comes to financial … Continue reading 6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35) →
Many people would consider being suddenly given millions of dollars a positive thing. But the truth is, oftentimes, this can bring many negative experiences for the recipient. In this episode, David Pulcini is interviewed by his co-worker, Marshal Scheidt. As a partner at Six Point Financial Partners, Marshal joins David to discuss the reality behind … Continue reading The Truth About Sudden Wealth Planning with Marshal Scheidt (Ep.34) →
Very few people completely understand each of the assets that they hold, their value, and how they fit into their overall financial plan. How can you and your advisor ensure that you are financially organized? In this episode, David Pulcini speaks with Adam Holt, founder and CEO of Asset-Map about how his software helps advisors … Continue reading Getting Financially Organized — Part Six of Six Points of Financial Planning with Adam Holt (Ep. 33) →
Planning for the future can feel overwhelming, and knowing how to properly manage your estate in your later years can seem intimidating.  But it doesn’t have to be a difficult process! In this episode, David Pulcini talks to attorney Neil Lyons, ESQ, from Luhrsen Goldberg to remove the confusion and stress from estate planning. David … Continue reading Estate Planning – Part Five of Six Points of Financial Planning with Neil Lyons, ESQ (Ep. 32) →
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 … Continue reading 31. Tax Planning – Part Four of Six Points of Financial Planning →
As you enter retirement, you want to be sure your wealth doesn’t outlive you.  It’s important to ensure you have enough money to continue to live comfortably and that you have finances for any extra hurdles that might come along the way. In this episode, David Pulcini talks to colleague John P. Harms, CFP®, RICP®, … Continue reading 30. Retirement Income Planning – Part Three of Six Points of Financial Planning with John Harms CFP, RICP® →
You never know what is going to happen tomorrow. That is why it is so important to plan ahead for whatever life might throw your way.  One of the best ways to do that is by having a well-thought-out risk management plan, and insurance coverage to protect your money through life’s toughest obstacles.  In this … Continue reading 29. Risk Management – Part Two of Six Points of Financial Planning with Eric Eveland →
Yield enhancing covered calling, risk adjusted returns, equity portfolios—most advisors understand these topics, but the average investor may not know what these are and how they could be a strong addition to their portfolio. In this episode, David Pulcini sits down with Kevin Simpson, founder & chief investment officer of Capital Wealth Planning, to talk … Continue reading 28. Investment Planning – Part One of Six Points of Financial Planning with Kevin Simpson →
Navigating through pension options, IRAs, 403(b)s, and insurance plans can be overwhelming, and for many, the hardest part of retiring– especially for those working in the public school system.  In this episode, David Pulcini speaks with Marshal Scheidt, partner at Six Point Financial Partners, to talk about retirement for public school employees, with lessons and … Continue reading 27. Understanding Your Retirement From a Public School View with Marshal Scheidt →
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