Dear Rochester, Retire Well

Dear Rochester, Retire Well

Latest Episodes

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

6 Reasons Why You Should Only Have 1 Advisor (Ep. 46)
August 17, 2022

Teamwork is great, but you want to keep your circle as small as possible when it comes to your financial planning. You may think that having two advisors will make you more competitive, but it just ma

The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45)
August 03, 2022

What happens when youre ready to retire but not quite there financially? In this episode, David Pulcini hosts Alex Neri, CFP, RICP, as they cover two of the most common scenarios they see when clie

5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44)
July 20, 2022

Between the ages of 55 and 72, youll face five major financial milestones. Are you prepared to take them on? In this episode, David Pulcini hosts Alex Neri, CFP, RICP, to discuss the major financia

The First Steps To Working with a Financial Advisor (Ep. 43)
July 06, 2022

Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor. In this episode, David Pulcini a

Keeping You Covered – Handling Personal Injury Claims and Coverage with Christina A. Goldberg (Ep.42)
June 22, 2022

Theres a saying, You dont know you need it until its too late. That could not be more true than when it comes to handling personal injury claims and coverage. Dont leave yourself unprotected whe

Revealing the Unexpected and Unexplained While Working With a Financial Advisor with Matt Halloran, Podcasting Expert, CRO, & Co-Founder of ProudMouth (Ep.41)
June 08, 2022

Trying to navigate the financial world can be extremely challenging. Because of this, a lot of people turn to financial advisors for help with reaching their financial goals. But what should you expec