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Selling a business marks a significant milestone in an entrepreneur’s journey, representing years of dedication and hard work. However, despite its importance, only a few individuals truly understand the complexities involved. As a result, most people stumble through the process and make common mistakes. In this insightful episode, David Pulcini highlights four common mistakes entrepreneurs … Read More Read More

Choosing a financial advisor is a crucial decision that requires careful consideration since it involves entrusting someone with your financial future. Before making this choice, it is essential to have a clear understanding of your financial needs and goals, as these factors will determine the type of advisor best suited for you. The ideal financial … Read More Read More

Planning for retirement and ensuring financial security in the post-retirement years involves more than just accumulating wealth through savings and investments; it encompasses cultivating the comfort and confidence to meet present and future needs. Achieving this security begins with creating a good retirement budget, a strategic tool that lays the groundwork for a stable and … Read More Read More

In this episode, we sit down with Alex Neri, a Retirement Income Certified Professional (RICP),  Certified Financial Planner (CFP), and a partner at SixPoint Financial Partners. We dive into the financial landscape of 2024, exploring key tax numbers that could shape your financial strategy. Alex breaks down key numbers that matter, highlighting changes in contribution … Read More Read More

Welcome to an insightful episode featuring John Harms, Partner and Investment Advisor Representative at SixPoint Financial Partners. In this engaging conversation, John reveals what prompted him to embark on investment planning. Furthermore, he offers a thorough recap of the investments and market dynamics of 2023. As the episode unfolds, he discusses common mistakes observed among … Read More Read More

Financial planning transcends mere money-making; it’s about forging connections and relationships. Importantly, dedicating time to planning and investing enhances the long-term efficiency of your money. Joining us today is Aaron Laranetto, a Wealth Manager, Temple alumni, and an independent Financial Advisor at SixPoint Financial Partners. Aaron generously reveals his path into financial services and recounts … Read More Read More

Are you tired of settling for off-the-rack clothing that doesn’t quite fit your style or personality? In this episode, David Pulcini speaks with Peter Roberti, one of the owners of Adrian Jules Custom Clothier, a Rochester-based business specializing in custom clothing. Peter goes over the company’s history, its recent successful expansion during the COVID-19 pandemic, … Read More Read More

In a world where financial decisions are becoming increasingly complex, understanding the nuances of tax planning has never been more critical. In this episode, David Pulcini is joined by Trevor Smith, CPA, to talk about tax planning. Together, they go over some of the different year-end tax planning ideas that an advisor can help you … Read More Read More

What information and documents do you need to make a real offer when buying a financial practice? In this episode, David Pulcini and Joe Prestigiacomo from Six Point Financial Partners end off the Purchasing Practices series by outlining the various documents they need in order to buy a practice. They discuss why the training 12 … Read More Read More

So you’re ready to retire and want to sell and transition your practice, but you have a few questions. Well, guess what? We have answers. In this episode, David Pulcini and Joe Prestigiacomo from Six Point Financial Partners discuss the process of buying practices and answer frequently asked questions from advisors looking to sell their … Read More Read More

Are YOU prepared for retirement? A lot of financial advisors aren’t. In this episode, David Pulcini brings on Joe Prestigiacomo, CFP®, Partner at Six Point Financial, to talk about the importance of succession planning for financial advisors. They explain the process of transitioning a financial practice and emphasize the benefits of partnering with an independent … Read More Read More

Thinking about setting up a retirement plan for your business but confused by all the options?  Join David Pulcini and retirement plan expert Austin Spite as they unravel the best strategies for business retirement planning. Austin shares invaluable insights from nearly a decade of experience in the broader benefits industry, including the common pitfalls, legal … Read More Read More