Dear Rochester, Retire Well

Dear Rochester, Retire Well


Latest Episodes

What Is Required To Build A Sellable Business (EP. 79)
March 06, 2024

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)
February 21, 2024

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)
February 07, 2024

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)
January 24, 2024

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)
January 10, 2024

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)
December 27, 2023

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)
December 13, 2023

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

Tailoring Success: Adrian Jules’ Journey to Becoming Rochester’s Premier Clothier with Peter Roberti (Ep. 72)
November 22, 2023

Are you tired of settling for off-the-rack clothing that doesnt quite fit your style or personality? In this episode, David Pulcini speaks with Peter Roberti, one of the owners of Adrian Jules Custom

Are You Maximizing Your Tax Savings? with Trevor Smith (Ep. 71)
November 08, 2023

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