Dear Rochester, Retire Well

Dear Rochester, Retire Well

Latest Episodes

Tax Season Preparation Part 2 (Ep. 56)
March 15, 2023

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 l

Tax Season Preparation: Part 1 (Ep. 55)
February 01, 2023

The holiday season has come and gone, so its 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 list

New Year’s Resolutions: What To Do When You Run Out of Willpower? With Dr. Karthik Ramanan (Ep. 54)
January 18, 2023

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

Do these 6 things for Your New Year’s Financial Resolution (Ep. 53)
January 04, 2023

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,

5 Fundamentals to Emotional Health With Dr. Karthik Ramanan (Ep. 52)
December 28, 2022

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.

6 Points To Consider Before Your 2023 Retirement With Joe Prestigiacomo (Ep. 51)
December 14, 2022

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 reti

5 Reasons People Seek Help From Financial Advisors (Ep. 50)
November 16, 2022

The Dear Rochester, Retire Well podcast has officially released its 50th episode! To celebrate this milestone, David Pulcini gives listeners a glimpse into his personal life in under 40 seconds and

Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49)
October 19, 2022

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 fr

Financial Planning in a Digital Era (Ep. 48)
September 14, 2022

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. Its hard to know whats best for your money and you dont

Investment Planning 101 with Rick Wedell (Ep. 47)
August 31, 2022

Financial planning is SixPoint Financial Partners specialty we have experience in investment planning, but were not experts in it. So we brought one on the podcast. In this episode, David Pulcini