In this episode, I sit down with Brian Chapman of JD Chapman Insurance Agency an independent, family-owned fiduciary insurance agency who has been serving the community for over 60 years! Brian and

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

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

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

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

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

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

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

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

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