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 busin

How much money is enough to retire comfortably? In this episode, David Pulcini explains how you can figure out how much money is enough to retire comfortably. He outlines a simple four-step process to

In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Lets go over that list and talk about how you can use it when youre working with a financ

If you have money sitting in the bank, its likely a depreciating asset. How can you get it to stop depreciating and start accumulating? In this episode, David Pulcini addresses a common question he g

If youre looking for a financial advisor or for a new one, its not difficult to do! The toughest part is finding why you need to make the change. In this episode, David Pulcini talks about how to ch

You may have heard about the Employee Retention Credit or ERC. What you may have yet to hear is that it is much easier to qualify than it was a few years ago. In this episode, David Pulcini invites Ca

Have you ever wondered how your occupation might impact your financial planning strategies? In this episode, David Pulcini invites Marshal Scheidt back to the podcast to complete the two-part series o

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 medic

Has your financial advisor ever shared with you how they get paid? Have you ever asked? Whether you have or havent, we are here to answer that question. In this episode, David Pulcini invites the fin

What comes to mind when you think of annuities? Guarantees? Interest rates? Insurance companies? Whatever comes to mind, we want to bring you some clarity. In this episode, David Pulcini dives into an