Dear Rochester, Retire Well
Latest Episodes
3 Simple Strategies to Make WAY More Money (EP. 82)
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 ba
Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate Roots Design (EP.81)
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, r
4 Ways To Pay Obnoxiously Less In Taxes (EP.80)
Its that time of the year when people are figuring out their tax liabilities and what their tax refund might be. Ideally, wed all like to end up even, owing zero and getting zero back, but thats us
What Is Required To Build A Sellable Business (EP. 79)
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 free
4 Common Mistakes To Avoid When Selling Your Business (EP. 78)
Selling a business marks a significant milestone in an entrepreneurs journey, representing years of dedication and hard work. However, despite its importance, only a few individuals truly understand
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 ha
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
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 finan
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 em
Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto (Ep. 73)
Financial planning transcends mere money-making; its about forging connections and relationships. Importantly, dedicating time to planning and investing enhances the long-term efficiency of your mone