SixPoint Financial Partners

Ever wondered how to choose the right financial advisor? In the latest episode of Dear Rochester, Retire Well, we’re excited to introduce Nick Savas, the newest partner at SixPoint. Nick dives into what it means to be a fiduciary and the importance of selecting an independent firm. Get practical advice on confirming your advisor’s fiduciary status, understand key inheritance rules for IRAs, and learn how to ensure unbiased financial guidance. Join us to gain the insights you need to make informed decisions about your financial future. Tune in now for expert advice and valuable tips.

Ever wondered how to choose the right financial advisor? In the latest episode of Dear Rochester, Retire Well, we’re excited to introduce Nick Savas, the newest partner at SixPoint. Nick dives into what it means to be a fiduciary and the importance of selecting an independent firm. Get practical advice on confirming your advisor’s fiduciary status, understand key inheritance rules for IRAs, and learn how to ensure unbiased financial guidance. Join us to gain the insights you need to make informed decisions about your financial future. Tune in now for expert advice and valuable tips.

Ever wondered what happens to your accounts if your financial advisor retires? It's a common concern. In our latest Dear Rochester, Retire Well episode, we will dive into this topic, answering top financial questions that hit close to home for many. This episode with break down what to do when your advisor is nearing retirement, explore potential changes in capital gains taxes, and share practical advice for those starting their financial planning journey. Join us to get straightforward, actionable insights that can help you take control of your financial future. Tune in for guidance that makes a difference.

Ever found yourself unprepared for what life throws at you in retirement? Lisa Sanchez shares her unexpected journey in the latest episode of Dear Rochester, Retire Well. After a structured career and a well-planned retirement, Lisa was thrust into managing her elderly aunt's complex financial and healthcare needs. This episode delves deep into the practical challenges and essential strategies for dealing with unforeseen responsibilities in retirement. From the importance of having a healthcare proxy to consolidating important documents, Lisa's story underscores the need for readiness at any stage of life. If you're nearing retirement or already there, these insights could be crucial in navigating your later years with confidence and control. Tune in to learn how to secure your financial well-being when surprises arise.

For those pondering the pathway to wealth, consider this… The majority of the wealthiest individuals are either business owners or have been in the past. It's not just a coincidence; it's a proven pattern. Stepping into entrepreneurship or business ownership isn't merely about creating a job for yourself—it's about crafting a legacy and building wealth that transcends the traditional employee mindset. This journey involves risks and challenges, but it also opens up unparalleled opportunities for financial growth and personal fulfillment. Embracing this route means you're not just earning; you're creating value that multiplies. #DearRochesterRetireWell

Watch the trailer… Did we grab your attention? Is this helpful? In the latest episode of Dear Rochester Retire Well, I discussed 3 simple strategies to make more money! Check out the full conversation on Dear Rochester Retire Well here:? https://lnkd.in/euMnNQQT #DearRochesterRetireWell

If I were aiming to shift away from the constant grind and paycheck reliance, what would be my initial step? Dive into the world of passive income. This concept goes beyond just enhancing your earnings; it fundamentally changes how you value and use your time. Passive income helps you stop trading your most valuable asset, time, for money. Embracing this idea doesn't just improve your finances; it alters your life, offering freedom and stability on your own terms. For detailed insights on embracing passive income, tune into the latest episode of Dear Rochester Retire Well, where I delve into leveraging passive income for a more secure financial future here: https://lnkd.in/eP_PJ6JA #DearRochesterRetireWell

Ever wondered why, despite hard work, the scale of wealth seems immovable? David Pulcini will reveal three transformative strategies to amplify your earnings and secure financial independence in the next eye-opening episode of Dear Rochester Retire Well. Delve into the essence of passive income streams, the unmatched value of investing in oneself, and the bold journey of entrepreneurship. Whether you're navigating the initial steps of your financial journey or seeking a breakthrough from financial stagnation, this episode promises actionable insights to elevate your financial game. Join us for a live premiere that could redefine your approach to building wealth. Tune in, transform your financial strategy, and step into the realm of endless possibilities.

"Entrepreneurship offers you freedom and flexibility in your schedule to prioritize your family," - Meagan Baker Envision setting your own hours, crafting a life where work and family time seamlessly blend. The liberty to attend your kid's midday school play or take a long weekend without asking for permission. This is the entrepreneur's privilege - a balanced life, on your terms, with those you love most at the center of your world. Dive into this perspective with Kristin Lindley and Meagan Baker of Upstate Roots Design on the latest episode of Dear Rochester Retire Well. Their journey is a testament to the power of entrepreneurship in harmonizing work and family life. Explore their full story here: https://lnkd.in/eNqEDCqY #DearRochesterRetireWell