Episodios

  • Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd

    Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd
    Aug 23 2024
    🎧 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 …

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    29 m
  • Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of WealthFeed

    Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of WealthFeed
    Aug 12 2024
    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 Connect with Matt on LinkedIn: Matt Mossbarger Interested …

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    23 m
  • Q2 Market Update w/ John Harms

    Q2 Market Update w/ John Harms
    Jul 30 2024
    On this episode, I sit down with Chief Investment Officer of SixPoint, John Harms, for an in-depth Q2 market update and analysis. If you are interested in meeting with me to discuss your financial planning needs, please reach out to me directly at dpulcini@sixpointfp.com. Thanks! Click HERE to visit our website LinkedIn: https://www.linkedin.com/in/davidpulcinisixpointfp/ …

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    40 m
  • How to Build a Framework for Success w/ Jim Harshaw Jr.

    How to Build a Framework for Success w/ Jim Harshaw Jr.
    Jul 15 2024
    On this episode, I sit down with my good friend and mentor Jim Harshaw Jr to discuss how to build a framework for success. Jim is a former Division 1 All-American Wrestler at UVA, was the youngest Division 1 wrestling coach in history, and the host of the “Success for the Athletic-Minded Man” podcast. …

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    46 m
  • Cover Your Assets w/ Brian Chapman

    Cover Your Assets w/ Brian Chapman
    Jul 2 2024
    In this episode, I sit down with Brian Chapman of JD Chapman Insurance Agency — an independent, family-owned fiduciary insurance agency who has been serving the community for over 60 years! Brian and his team are a wealth of knowledge when it comes to insurance. He can be reached at: Email: brian@jdchapmaninc.com Phone: 315-986-4062 Address: …

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    49 m
  • NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)

    NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)
    May 29 2024
    In this episode, Nick Savas dives into the crucial concept of fiduciaries, shedding light on their role in financial advisory services. Nick explains what it means to be a fiduciary, emphasizing that a fiduciary is legally required to act in the best interests of their clients. He also provides practical advice on how to determine …

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    28 m
  • David Answers 3 FAQ’s (EP. 84)

    David Answers 3 FAQ’s (EP. 84)
    May 15 2024
    As individuals navigate their financial planning journey, they often encounter pressing questions. In this episode, David Pulcini tackles his top three frequently asked questions. One of the most pressing concerns for many individuals is what happens to their accounts when their financial advisor decides to retire. David emphasizes taking control and choosing where you want …

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

    Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)
    May 1 2024
    After dedicating 33 years to the education system as a middle school teacher, Lisa Sanchez retired from her career. Having meticulously prepared for her retirement over many years, she anticipated that things would go smoothly when she retired. However, life took an unexpected turn when she found herself responsible for taking charge of her 94-year-old …

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    27 m