Dear Rochester, Retire Well

Dear Rochester, Retire Well

Latest Episodes

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

The Real Power Behind a Power of Attorney with Neil Lyons, ESQ (Ep. 40)
May 25, 2022

As we get older, we want to be sure our and our familys money is in the right hands. But it is not always as simple as it sounds, and some minor mistakes can lead to horrendous consequences for the w

6 Tips When Changing Careers with Nate Hasto Investment Advisor Representative for Six Point Financial Partners (Ep.39)
May 11, 2022

Applying for a new job can be both exciting and overwhelming as you try to decipher different salaries, benefits, and other components of the new job It can be easy to be attracted to the pay rate an

Risk Mitigation While Investing For a Client’s Portfolio with Alexander Oxenham, CFA (Ep. 38)
April 27, 2022

Its not hard to be overwhelmed by economic news about the real estate market, interest rates, inflation and even cryptocurrency. But which protection strategies actually work? What should you be doin

What To Do In The Housing Market Boom with Glen Didas (Ep. 37)
April 13, 2022

Purchasing a home is likely the largest purchase of your lifeand in todays market, that purchase will cost you a pretty penny. But that price tag doesnt mean that with the right guidance and advic