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

Is tax season leaving you feeling overwhelmed and unprepared? In this episode, David Pulcini completes the three-part series on tax preparation and planning, inviting John Harms, CFP to join the conv

As we approach the tax season, there are some questions we get asked quite often. In this episode, David Pulcini answers the nine most frequently asked questions about taxes, including reducing your l

The holiday season has come and gone, so its that time of year to hunker down and get ready to file your taxes. In this episode, David Pulcini starts a three-part series on taxes by sharing with list