Dear Rochester, Retire Well
Latest Episodes
What Is Required To Build A Sellable Business (EP. 79)
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)
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)
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)
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)
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)
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)
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)
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)
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