26 min

Investment Planning 101 with Rick Wedell (Ep. 47‪)‬ Dear Rochester, Retire Well

    • Investing

Financial planning is SixPoint Financial Partners’ specialty – we have experience in investment planning, but we’re not experts in it. So we brought one on the podcast. In this episode, David Pulcini has Rick Wedell, Chief Investment Officer at RFG, to talk about one of the six points – investment planning – and who better … Continue reading Investment Planning 101 with Rick Wedell (Ep. 47) →

Financial planning is SixPoint Financial Partners’ specialty – we have experience in investment planning, but we’re not experts in it. So we brought one on the podcast. In this episode, David Pulcini has Rick Wedell, Chief Investment Officer at RFG, to talk about one of the six points – investment planning – and who better … Continue reading Investment Planning 101 with Rick Wedell (Ep. 47) →

26 min