Dear Rochester, Retire Well
Latest Episodes
Leading by Design w/ Dave Pearlman
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
Nailing Your Niche w/ Nick Savas
Maximizing Financial Success for Sales Professionals In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Nick Savas, CFP, from Six Point Financial Partners, to discuss how
Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato
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 unforgettab
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