Dear Rochester, Retire Well

Dear Rochester, Retire Well

Latest Episodes

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

Checking Your Retirement Planning List (Ep. 36)
March 16, 2022

As the saying goes, the years go by fast. One minute youre a young up and comer in your career. Then suddenly, the next minute youre facing the question of when is the right time to retire? Do you

6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35)
March 02, 2022

When it comes to financial planning, making mistakes can end up being disastrous to your accounts, and can result in the loss of your own financial security for your retirement. In this episode, Joe

The Truth About Sudden Wealth Planning with Marshal Scheidt (Ep.34)
February 16, 2022

Many people would consider being suddenly given millions of dollars a positive thing. But the truth is, oftentimes, this can bring many negative experiences for the recipient. In this episode, David P

Getting Financially Organized — Part Six of Six Points of Financial Planning with Adam Holt (Ep. 33)
February 02, 2022

Very few people completely understand each of the assets that they hold, their value, and how they fit into their overall financial plan. How can you and your advisor ensure that you are financially o

Estate Planning – Part Five of Six Points of Financial Planning with Neil Lyons, ESQ (Ep. 32)
January 19, 2022

Planning for the future can feel overwhelming, and knowing how to properly manage your estate in your later years can seem intimidating. But it doesnt have to be a difficult process! In this episode

31. Tax Planning – Part Four of Six Points of Financial Planning
January 05, 2022

Did you know by improperly filing your taxes and not planning for potential tax return opportunities, you could be losing thousands of dollars you didnt know you could save? In this episode, David Pu