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, educators, and healthcare professionals, David Pulcini and his partners explore ways you can build wealth while minimizing risk so that you feel informed and empowered to walk your path towards a successful financial future.
Pittsford, Ny
The Dear Rochester, Retire Well podcast is a fantastic resource for anyone looking to gain deeper knowledge about personal finance. Hosted by David and featuring various guests, this podcast offers easy-to-understand discussions on a wide range of financial topics. With their insightful conversations and wealth of experience, Dave and his guests provide listeners with valuable information that can help them make informed decisions about investing and financial planning.
One of the best aspects of The Dear Rochester, Retire Well podcast is the depth at which they discuss personal finance topics. They don't just skim the surface; instead, they dive deep into each subject, providing listeners with a comprehensive understanding of different investment strategies and retirement planning techniques. This level of detail allows listeners to gain in-depth knowledge that they can apply to their own financial situations.
Furthermore, the insights provided by Dave and his guests are truly valuable. They cut through all the noise and confusion often associated with investing and financial planning, delivering clear and concise information that is easy to digest. Their expertise shines through in each episode as they break down complex concepts into simple terms, making it accessible even for those who may not have much prior knowledge about personal finance.
Another great aspect of this podcast is its educational yet entertaining nature. Dave and Patrice bring a dynamic energy to their conversations that keeps listeners engaged throughout each episode. This combination of education and entertainment ensures that listeners not only receive valuable information but also enjoy the listening experience.
While The Dear Rochester, Retire Well podcast has many great qualities, one potential drawback could be its focus on retirement planning. While this topic is undoubtedly important for many individuals, some people may prefer a broader range of personal finance topics that cater to different stages of life or specific financial goals. However, for those specifically interested in retirement planning strategies and techniques, this focus will be seen as an advantage rather than a disadvantage.
In conclusion, The Dear Rochester, Retire Well podcast is an excellent resource for anyone looking to deepen their knowledge of personal finance. With its in-depth discussions, valuable insights, and entertaining delivery, this podcast provides a wealth of information to help listeners make educated financial decisions. Whether you're new to investing and financial planning or looking to expand your existing knowledge, Dave and his guests are sure to provide the guidance needed to retire well.
In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with Dave Pearlman, a 30-year veteran of the tech industry, to discuss his fascinating journey through Microsoft, Adobe, and beyond. From his small-town beginnings and military service to his rise as a leader in technology and education, Dave shares the lessons he's … Read More Read More
In this episode, we sit down with Jason Amato, who shares the inspiring journey behind building a people-first business. From humble beginnings with a borrowed painting trailer to creating unforgettable experiences, Jason's story is all about passion, purpose, and prioritizing people. Learn about his “Three E's” framework—Engage, Educate, Excite—and how it's helped him maximize impact … Read More Read More
In this episode of Dear Rochester, Retire Well, Six Point Financial Partners' CEO and Certified Financial Planner Dave Pulcini talks with Brendan Frazier of RFG Advisory about the psychology and emotions behind financial decisions. They dive into behavioral finance, discuss how emotions impact money choices, and explore the role of a fiduciary in financial … Read More Read More
In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Kyle Herold to explore his incredible journey from corporate beginnings to earning a life-changing financial payout. Kyle shares valuable insights on how he secured equity in his company, the power of ESOPs, and the smart moves that helped him … Read More Read More
Title: Investing Smarter in an Election Year | Insights with SixPoint CIO John Harms, CFP. Description: In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with John Harms, Chief Investment Officer at SixPoint Financial Partners, to discuss the complexities of investing during an election year. With political uncertainty often leading to … Read More Read More
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 … Read More Read More
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/ … Read More Read More
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. … Read More Read More
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: … Read More Read More
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 … Read More Read More
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 … Read More Read More
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 … Read More Read More
Are you tired of feeling stuck at the same financial level? This is a common experience for both employees whose salaries seem stagnant and entrepreneurs with a limiting mindset who hold themselves back from growth. In this episode, David Pulcini explores three simple strategies for making more money and building wealth. He highlights the power … Read More Read More
Today, we are thrilled to welcome Kristin Lindley and Meagan Baker, the visionary co-founders of Upstate Roots Design, a thriving company based in Rochester, NY, specializing in interior decorating, redesign, and staging. Kristin and Meagan share the journey that led them to co-found Upstate Roots Design, diving into the personal experiences and motivations that inspired … Read More Read More
It's that time of the year when people are figuring out their tax liabilities and what their tax refund might be. Ideally, we'd all like to end up even, owing zero and getting zero back, but that's usually not how it works out in business. If you are looking for tax-saving strategies that are both … Read More Read More
At some point, every business must undergo a transition of ownership, whether through succession planning, a sale, or closure. Selling your business can not only bring financial freedom, but also frees you from operational burdens like employee management and client demands. However, despite these benefits, some individuals may experience regrets because they are uncertain about … Read More Read More
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 … Read More Read More
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 … Read More Read More
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 … Read More Read More
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 … Read More Read More
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 … Read More Read More
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 … Read More Read More
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, … Read More Read More
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 … Read More Read More
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 … Read More Read More
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 … Read More Read More
Are YOU prepared for retirement? A lot of financial advisors aren't. In this episode, David Pulcini brings on Joe Prestigiacomo, CFP®, Partner at Six Point Financial, to talk about the importance of succession planning for financial advisors. They explain the process of transitioning a financial practice and emphasize the benefits of partnering with an independent … Read More Read More
Thinking about setting up a retirement plan for your business but confused by all the options? Join David Pulcini and retirement plan expert Austin Spite as they unravel the best strategies for business retirement planning. Austin shares invaluable insights from nearly a decade of experience in the broader benefits industry, including the common pitfalls, legal … Read More Read More
How much money is enough to retire comfortably? In this episode, David Pulcini explains how you can figure out how much money is enough to retire comfortably. He outlines a simple four-step process to help you figure out your retirement number. David also mentions the 4% rule of thumb for safe withdrawals and emphasizes the … Continue reading How Much Money Is Enough To Retire On? (Ep. 66) →
In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Let's go over that list and talk about how you can use it when you're working with a financial advisor. In this episode, David Pulcini discusses the importance of building processes and systems in business. He shares … Continue reading Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65) →
If you have money sitting in the bank, it's likely a depreciating asset. How can you get it to stop depreciating and start accumulating? In this episode, David Pulcini addresses a common question he gets asked, “I have cash sitting in the bank, basically earning nothing. What can I do with it?” David gives various … Continue reading What To Do With Money Sitting In The Bank (Ep. 64) →
If you're looking for a financial advisor or for a new one, it's not difficult to do! The toughest part is finding why you need to make the change. In this episode, David Pulcini talks about how to change financial advisors from two perspectives: not having an existing advisor and changing from a current advisor … Continue reading How To Change Financial Advisors (Ep. 63) →
You may have heard about the Employee Retention Credit or ERC. What you may have yet to hear is that it is much easier to qualify than it was a few years ago. In this episode, David Pulcini invites Carlo DiPisa to the podcast to talk about ERC. Carlo breaks down what is needed to … Continue reading How to Maximize your Small Business' Financial Potential With Carlo DiPisa (Ep. 62) →
Have you ever wondered how your occupation might impact your financial planning strategies? In this episode, David Pulcini invites Marshal Scheidt back to the podcast to complete the two-part series of financial planning for medical sales reps. Marshal shares two real-life examples of how he helps medical salespeople through the process of financial planning using … Continue reading Financial Planning Success Stories Of Medical Sales Reps with Marshal Scheidt (Ep. 61) →
Focusing on a specific group or niche can be advantageous as it allows us to address their common issues and concerns and help them with their finances. Curious about how and why SixPoint helps medical sales professionals? In this episode, David Pulcini chats with Marshal Scheidt, partner at SixPoint Financial Partners, who specializes in providing … Continue reading Financial Planning for Medical Sales Reps at SixPoint Financial Partners with Marshal Scheidt (Ep. 60) →
Has your financial advisor ever shared with you how they get paid? Have you ever asked? Whether you have or haven't, we are here to answer that question. In this episode, David Pulcini invites the financial advisor legend of Rochester, Tom Hamilton of Hamilton Wealth Management, to the podcast to share his wisdom about the … Continue reading How Does Your Advisor Get Paid? With Tom Hamilton (Ep. 59) →
What comes to mind when you think of annuities? Guarantees? Interest rates? Insurance companies? Whatever comes to mind, we want to bring you some clarity. In this episode, David Pulcini dives into annuities explaining what they are, how an advisor might try to sell you on annuities, and everything you should know about before committing … Continue reading Creating Awareness Around Annuities (Ep. 58) →
Is tax season leaving you feeling overwhelmed and unprepared? In this episode, David Pulcini completes the three-part series on tax preparation and planning, inviting John Harms, CFP® to join the conversation. They explain the difference between tax planning and tax preparation and share crucial questions you should be asking your advisor. David and John discuss: … Continue reading Talking Taxes Part 3 with John Harms, CFP®, RICP® (Ep. 57) →
As we approach the tax season, there are some questions we get asked quite often. In this episode, David Pulcini answers the nine most frequently asked questions about taxes, including reducing your lifetime tax bill in light of the latest tax rules and regulations. (You will also learn some fun facts at the beginning of … Continue reading Tax Season Preparation Part 2 (Ep. 56) →
The holiday season has come and gone, so it's that time of year to hunker down and get ready to file your taxes. In this episode, David Pulcini starts a three-part series on taxes by sharing with listeners how they can gear up and get organized for tax season. Be sure to keep an eye … Continue reading Tax Season Preparation: Part 1 (Ep. 55) →
Have you ever started the new year with a highly energetic “new year, new me” attitude? Have you ever jotted down multiple resolutions that lasted for only a month? Most of us have. But 2023 could be the year you break this cycle of unsuccessful resolutions! In this episode, David Pulcini interviews Dr. Karthik Ramanan, … Continue reading New Year's Resolutions: What To Do When You Run Out of Willpower? With Dr. Karthik Ramanan (Ep. 54) →
As the year is coming to a close, there may be some financial resolutions you have yet to think of. So what are ways you can get closer to financial independence? Find out in this episode. This week, David Pulcini is joined by six certified financial advisors to give you an easy-to-remember financial checklist so … Continue reading Do these 6 things for Your New Year's Financial Resolution (Ep. 53) →
What comes to mind when you think of health? Eating your greens? Exercise? Now, what comes to mind when you think of mental health? Therapists? Illnesses? In this episode, David Pulcini interviews Dr. Karthik Ramanan, Wall Street broker turned emotional health mentor, to share more about reinventing yourself after retirement. Dr. K also shares the … Continue reading 5 Fundamentals to Emotional Health With Dr. Karthik Ramanan (Ep. 52) →
Summary: Whether you plan to retire in 2023 or shortly after that, make sure your retirement plan provides for all your needs. In this episode, David Pulcini discusses 6 points people approaching retirement should consider in 2023 with Joe Prestigiacomo, CFP®. David and Joe explain how retirees can determine how much money they will need … Continue reading 6 Points To Consider Before Your 2023 Retirement With Joe Prestigiacomo (Ep. 51) →
The Dear Rochester, Retire Well podcast has officially released its 50th episode!
Alex Neri, CFP®, RICP® is back on the podcast to tackle some of clients' most frequently asked questions. In this episode, David and Alex provide insight and answers to questions they get the most from clients. They use examples that may apply to you and your finances, now or in the coming years. David and … Continue reading Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49) →
With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice. It's hard to know what's best for your money and you don't want to make a mistake that could cost you dearly in the future. In this episode, … Continue reading Financial Planning in a Digital Era (Ep. 48) →
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