Dear Rochester, Retire Well

Dear Rochester, Retire Well

Latest Episodes

Unlocking the Secrets of Effective 401(k) Management (Ep. 67)
September 20, 2023

Thinking about setting up a retirement plan for your business but confused by all the options? Join David Pulcini and retirement plan expert Austin Spite as they unravel the best strategies for busin

How Much Money Is Enough To Retire On? (Ep. 66)
September 06, 2023

How much money is enough to retire comfortably? In this episode, David Pulcini explains how you can figure out how much money is enough to retire comfortably. He outlines a simple four-step process to

Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)
August 23, 2023

In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Lets go over that list and talk about how you can use it when youre working with a financ

What To Do With Money Sitting In The Bank (Ep. 64)
August 09, 2023

If you have money sitting in the bank, its likely a depreciating asset. How can you get it to stop depreciating and start accumulating? In this episode, David Pulcini addresses a common question he g

How To Change Financial Advisors (Ep. 63)
June 28, 2023

If youre looking for a financial advisor or for a new one, its not difficult to do! The toughest part is finding why you need to make the change. In this episode, David Pulcini talks about how to ch

How to Maximize your Small Business’ Financial Potential With Carlo DiPisa (Ep. 62)
June 14, 2023

You may have heard about the Employee Retention Credit or ERC. What you may have yet to hear is that it is much easier to qualify than it was a few years ago. In this episode, David Pulcini invites Ca

Financial Planning Success Stories Of Medical Sales Reps with Marshal Scheidt (Ep. 61)
May 31, 2023

Have you ever wondered how your occupation might impact your financial planning strategies? In this episode, David Pulcini invites Marshal Scheidt back to the podcast to complete the two-part series o

Financial Planning for Medical Sales Reps at SixPoint Financial Partners with Marshal Scheidt (Ep. 60)
May 17, 2023

Focusing on a specific group or niche can be advantageous as it allows us to address their common issues and concerns and help them with their finances. Curious about how and why SixPoint helps medic

How Does Your Advisor Get Paid? With Tom Hamilton (Ep. 59)
April 26, 2023

Has your financial advisor ever shared with you how they get paid? Have you ever asked? Whether you have or havent, we are here to answer that question. In this episode, David Pulcini invites the fin

Creating Awareness Around Annuities (Ep. 58)
April 12, 2023

What comes to mind when you think of annuities? Guarantees? Interest rates? Insurance companies? Whatever comes to mind, we want to bring you some clarity. In this episode, David Pulcini dives into an