Are you tired of settling for off-the-rack clothing that doesnt quite fit your style or personality? In this episode, David Pulcini speaks with Peter Roberti, one of the owners of Adrian Jules Custom

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

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 Pur

So youre 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

Are YOU prepared for retirement? A lot of financial advisors arent. In this episode, David Pulcini brings on Joe Prestigiacomo, CFP, Partner at Six Point Financial, to talk about the importance of s

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