Dear Rochester, Retire Well
Latest Episodes
NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)
In this episode, Nick Savas dives into the crucial concept of fiduciaries, shedding light on their role in financial advisory services. Nick explains what it means to be a fiduciary, emphasizing that
David Answers 3 FAQ’s (EP. 84)
As individuals navigate their financial planning journey, they often encounter pressing questions. In this episode, David Pulcini tackles his top three frequently asked questions. One of the most pres
Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)
After dedicating 33 years to the education system as a middle school teacher, Lisa Sanchez retired from her career. Having meticulously prepared for her retirement over many years, she anticipated tha
3 Simple Strategies to Make WAY More Money (EP. 82)
Are you tired of feeling stuck at the same financial level? This is a common experience for both employees whose salaries seem stagnant and entrepreneurs with a limiting mindset who hold themselves ba
Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate Roots Design (EP. 81)
Today, we are thrilled to welcome Kristin Lindley and Meagan Baker, the visionary co-founders of Upstate Roots Design, a thriving company based in Rochester, NY, specializing in interior decorating, r
4 Ways To Pay Obnoxiously Less In Taxes (EP. 80)
Its that time of the year when people are figuring out their tax liabilities and what their tax refund might be. Ideally, wed all like to end up even, owing zero and getting zero back, but thats us
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