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 to go rather than letting someone else decide for you.

Next, David breaks down the concept of capital gains and explains how these taxes could shift under President Biden’s 2025 budget proposal. Furthermore, he highlights that capital gains are more favorable for long-term investments.

Finally, for those eager to kick-start their financial planning journey, David offers invaluable advice on taking that crucial first step. It all begins with finding the right advisor who can guide you through the process or connect you with someone who can. Partnering with a trusted advisor sets the stage for a successful financial journey, laying the groundwork for achieving your long-term goals and aspirations. 

Watch The Full Episode on Youtube:

During this episode, you will learn about:

[01:14] Welcome to the episode

[01:31] Question #1: What is going to happen to my accounts when my advisor retires?

[02:55] What to do when your advisor is nearing retirement

[05:32] What does SixPoint mean?


[05:56] Question #2: Capital gain rates changing?

[06:18] The meaning of capital gains 

[08:28] How would the capital gains tax change under President Biden’s 2025 budget proposal?


[10:24] Question #3: How do I start serious financial planning?

[11:22] The first step to financial planning

[14:27] Get help from David Pulcini: 585 487 0947

Key Takeaways:  

Book Time with David Pulcini:

Connect with David Pulcini:

View The Full Episode Transcript Here


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