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:

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!

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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:

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#FinancialPlanning, #SalesSuccess, #WealthManagement, #HighIncomeEarners, #FinancialAdvisor, #MoneyManagement, #RetirementPlanning, #CommissionIncome, #InvestmentStrategies, #FinancialFreedom, #DavePulcini, #NickSavas, #SixPointFinancial, #PersonalFinance, #TaxPlanning, #MoneyTips, #WealthBuilding, #SalesProfessionals, #Budgeting, #FinancialSuccess

In this episode, we sit down with Jason Amato, who shares the inspiring journey behind building a people-first business. From humble beginnings with a borrowed painting trailer to creating unforgettable experiences, Jason’s story is all about passion, purpose, and prioritizing people. Learn about his “Three E’s” framework—Engage, Educate, Excite—and how it’s helped him maximize impact in every aspect of life and work. Whether you’re an entrepreneur, advisor, or someone looking to bring more purpose to what you do, this episode is packed with insights and practical advice. Don’t miss it!

Tune in and discover how Jason’s approach can inspire you to create meaningful experiences that resonate deeply.

Key Takeaways

If you found this episode valuable, be sure to like, comment, and subscribe for more inspiring conversations!

#Leadership, #PeopleFirst, #PodcastInsights, #PurposeDriven, #EngageEducateExcite, #Entrepreneurship, #Inspiration, #PersonalGrowth, #BuildingExperiences, #JasonAmato, #PodcastEpisode

In this episode of Dear Rochester, Retire Well, Six Point Financial Partners’ CEO and Certified Financial Planner Dave Pulcini talks with Brendan Frazier of RFG Advisory about the psychology and emotions behind financial decisions.

They dive into behavioral finance, discuss how emotions impact money choices, and explore the role of a fiduciary in financial planning. Discover strategies for managing both head and heart when making financial moves and learn practical questions to ask any advisor to ensure a strong, trustworthy partnership.

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In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Kyle Herold to explore his incredible journey from corporate beginnings to earning a life-changing financial payout.

Kyle shares valuable insights on how he secured equity in his company, the power of ESOPs, and the smart moves that helped him achieve financial freedom. Whether you’re an aspiring entrepreneur or looking to grow your wealth through strategic planning, Kyle’s story will inspire and guide you.

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Visit out website at www.sixpointfp.com

Timestamps: 0:00 Introduction 2:15 Kyle’s Early Career and Finding Opportunity 7:30 How ESOPs and Equity Changed Everything 12:45 Key Lessons for Aspiring Entrepreneurs 18:00 Balancing Personal Life and Business Success 25:10 Closing Thoughts and Advice

#WealthBuilding #Equity #FinancialFreedom #Entrepreneurship #RetirementPlanning #DearRochesterRetireWell #DavePulcini

Listen on Spotify, Apple Podcasts, or wherever you get your podcasts!

Leave a comment below with your biggest takeaway from Kyle’s journey! If you would like to talk about how SixPoint Financial Partners can help optimize for financial planning, please reach out to [email protected] Enjoy the Show!

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:

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

Title: Investing Smarter in an Election Year | Insights with SixPoint CIO John Harms, CFP.

Description:

In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with John Harms, Chief Investment Officer at SixPoint Financial Partners, to discuss the complexities of investing during an election year. With political uncertainty often leading to market volatility, John shares his expert insights on how to navigate these turbulent times and make informed investment decisions.

Whether you’re a seasoned investor or just starting out, this conversation covers essential strategies to protect and grow your portfolio in an unpredictable market. John delves into the importance of diversification, understanding market cycles, and avoiding common pitfalls driven by emotional decision-making. Tune in to learn how to keep your investment strategy on track, no matter the political climate.

Timestamps: 0:00 – Introduction 1:30 – The impact of elections on market behavior 5:45 – Key strategies for maintaining portfolio stability 10:20 – Common mistakes investors make during election years 15:00 – The role of diversification in uncertain markets 20:15 – How to stay focused on long-term goals

Don’t forget to subscribe and hit the notification bell for more insightful episodes on financial planning, investing, and retirement strategies.

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#Investing #ElectionYear #FinancialPlanning #Retirement #PortfolioManagement #MarketVolatility #SixPointFinancial

Podcast with Connor Boyd: Unlocking Probate Real Estate Opportunities | NYSProbateLeads.com

In this episode, we sit down with Connor Boyd, the founder of NYSProbateLeads.com, to explore the often-overlooked world of probate real estate. Connor shares his journey, insights, and strategies for finding and capitalizing on probate properties in New York State. Learn how NYSProbateLeads.com can give real estate investors a competitive edge by providing access to exclusive probate property leads. Whether you’re an experienced investor or new to the game, Connor’s expertise offers valuable takeaways for everyone.

Don’t forget to subscribe and hit the notification bell to catch this episode live tomorrow at 9 AM on all major podcast platforms and YouTube!

Topics Covered:

What is probate real estate?

How to find profitable probate leads Connor’s journey and the creation of NYSProbateLeads.com

Tips for real estate investors

Watch the full episode here and dive into the world of probate real estate! #ProbateRealEstate #RealEstateInvesting #Podcast #ConnorBoyd #NYSProbateLeads #InvestingTips #RealEstateOpportunities

Interested in discussing your financial planning needs with me? Please reach out to me directly at [email protected]

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Disclosure:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither SixPoint Financial Partners, Private Client Services, nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of SixPoint Financial Partners. They do not necessarily represent those of Private Client Services, RFG Advisory, their employees, or their clients. This commentary should not be regarded as a description of advisory services provided by SixPoint Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”) a registered investment advisor. Private Client Services, SixPoint 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.

In this episode, I chat with Matt Mossbarger, co-founder of Wealthfeed, a cutting-edge AI-driven business development tool designed specifically for financial advisors. We dive into how Wealthfeed is revolutionizing the way advisors connect with clients, streamline their workflows, and grow their businesses.

Learn more about Wealthfeed: www.wealthfeed.com

Interested in discussing your financial planning needs? Email Dave at [email protected].

Learn more about SixPoint Financial Partners HERE:

www.sixpointfp.com