Dear Rochester, Retire Well

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Beyond The Ballot | Smart Investment Moves Post Election (2024)

  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 … Read More Read More

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  Leading by Design w/ Dave Pearlman

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  Nailing Your Niche w/ Nick Savas

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  Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato

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  John Harms Provides Q3 Market and Economic Update

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  From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led t…

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  Building a Legacy: Integrating Philanthropy into Financial Planning

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  Smarter Investing in an Election Year

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  Profiting From Probate: A Deep Dive Into Probate Leads

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  Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of…

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  Q2 Market Update w/ John Harms

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  Building a Framework for Success w/ Jim Harshaw Jr.

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  Cover Your Assets w/ Brian Chapman

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  NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Ri…

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  David Answers 3 FAQ’s (EP. 84)

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  Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)