Dear Rochester, Retire Well

By David Pulcini

In the Dear Rochester, Retire Well podcast, find trusted professionals who will guide you towards a brighter financial future. Using a multifaceted approach to personal finance for individuals, educat... more

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FAQs about Dear Rochester, Retire Well:

How many episodes does Dear Rochester, Retire Well have?

The podcast currently has 98 episodes available.

Dear Rochester, Retire Well episodes:

February 21, 2024 4 Common Mistakes To Avoid When Selling Your Business (EP. 78)
Selling a business marks a significant milestone in an entrepreneur’s journey, representing years of dedication and hard work. However, despite its importance, only a few individuals truly understand the complexities involved. As a result, most people stumble through the process and make common mistakes. In this insightful episode, David Pulcini highlights four common mistakes entrepreneurs …
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17min
February 07, 2024 How to Choose A Financial Advisor (EP. 77)
Choosing a financial advisor is a crucial decision that requires careful consideration since it involves entrusting someone with your financial future. Before making this choice, it is essential to have a clear understanding of your financial needs and goals, as these factors will determine the type of advisor best suited for you. The ideal financial …
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16min
January 24, 2024 Roles and Responsibilities of a Financial Advisor (EP. 76)
Planning for retirement and ensuring financial security in the post-retirement years involves more than just accumulating wealth through savings and investments; it encompasses cultivating the comfort and confidence to meet present and future needs. Achieving this security begins with creating a good retirement budget, a strategic tool that lays the groundwork for a stable and …
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19min
January 10, 2024 2024 Financial Planning: IRA, 401(k) Changes, and More with Alex Neri (Ep. 75)
In this episode, we sit down with Alex Neri, a Retirement Income Certified Professional (RICP), Certified Financial Planner (CFP), and a partner at SixPoint Financial Partners. We dive into the financial landscape of 2024, exploring key tax numbers that could shape your financial strategy. Alex breaks down key numbers that matter, highlighting changes in contribution …
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21min
December 27, 2023 Investment Takeaways From 2023 and What to Expect in 2024 with John Harms (Ep. 74)
Welcome to an insightful episode featuring John Harms, Partner and Investment Advisor Representative at SixPoint Financial Partners. In this engaging conversation, John reveals what prompted him to embark on investment planning. Furthermore, he offers a thorough recap of the investments and market dynamics of 2023. As the episode unfolds, he discusses common mistakes observed among …
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40min
December 13, 2023 Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto (Ep. 73)
Financial planning transcends mere money-making; it’s about forging connections and relationships. Importantly, dedicating time to planning and investing enhances the long-term efficiency of your money. Joining us today is Aaron Laranetto, a Wealth Manager, Temple alumni, and an independent Financial Advisor at SixPoint Financial Partners. Aaron generously reveals his path into financial services and recounts …
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34min
November 22, 2023 Tailoring Success: Adrian Jules’ Journey to Becoming Rochester’s Premier Clothier with Peter Roberti (Ep. 72)
Are you tired of settling for off-the-rack clothing that doesn’t quite fit your style or personality? In this episode, David Pulcini speaks with Peter Roberti, one of the owners of Adrian Jules Custom Clothier, a Rochester-based business specializing in custom clothing. Peter goes over the company’s history, its recent successful expansion during the COVID-19 pandemic, …
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25min
November 08, 2023 Are You Maximizing Your Tax Savings? with Trevor Smith (Ep. 71)
In a world where financial decisions are becoming increasingly complex, understanding the nuances of tax planning has never been more critical. In this episode, David Pulcini is joined by Trevor Smith, CPA, to talk about tax planning. Together, they go over some of the different year-end tax planning ideas that an advisor can help you …
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24min
October 25, 2023 Purchasing Practices Part 3: The Capstone With Joe Prestigiacomo, CFP® (Ep. 70)
What information and documents do you need to make a real offer when buying a financial practice? In this episode, David Pulcini and Joe Prestigiacomo from Six Point Financial Partners end off the Purchasing Practices series by outlining the various documents they need in order to buy a practice. They discuss why the training 12 …
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32min
October 18, 2023 Purchasing Practices Part 2: Answering Our FAQ With Joe Prestigiacomo, CFP® (Ep. 69)
So you’re ready to retire and want to sell and transition your practice, but you have a few questions. Well, guess what? We have answers. In this episode, David Pulcini and Joe Prestigiacomo from Six Point Financial Partners discuss the process of buying practices and answer frequently asked questions from advisors looking to sell their …
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27min

FAQs about Dear Rochester, Retire Well:

How many episodes does Dear Rochester, Retire Well have?

The podcast currently has 98 episodes available.