Dear Rochester, Retire Well
Latest Episodes
Beyond The Ballot | Smart Investment Moves Post Election (2024)
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 emo
From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth
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. K
Building a Legacy: Integrating Philanthropy into Financial Planning
Philanthropy and Financial Planning with Darrell Bell | Dear Rochester, Retire Well Podcast In this episode, we sit down with Darrell Bell, Vice President for Institutional Advancement at Nazareth U
Investing Smarter in an Election Year w/ John Harms
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, Chi
Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd
Podcast with Connor Boyd: Unlocking Probate Real Estate Opportunities | NYSProbateLeads.com In this episode, we sit down with Connor Boyd, the founder of NYSProbateLeads.com, to explore the often-
Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of WealthFeed
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
Q2 Market Update w/ John Harms
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 p
How to Build a Framework for Success w/ Jim Harshaw Jr.
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 Di
Cover Your Assets w/ Brian Chapman
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