Dear Rochester, Retire Well

David Pulcini

Podcast

Episodes

Latest Episodes

Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)

5/1/2024 • 27 min

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 that things would go smoothly when she retired. However, life took an unexpected turn when she found herself responsible for taking charge of her 94-year-old … Read M… Play episode

3 Simple Strategies to Make WAY More Money (EP. 82)
Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate …
4 Ways To Pay Obnoxiously Less In Taxes (EP. 80)
What Is Required To Build A Sellable Business (EP. 79)
4 Common Mistakes To Avoid When Selling Your Business (EP. 78)
How to Choose A Financial Advisor (EP. 77)
Roles and Responsibilities of a Financial Advisor (EP. 76)
2024 Financial Planning: IRA, 401(k) Changes, and More with Alex Neri (Ep.…
Investment Takeaways From 2023 and What to Expect in 2024 with John Harms …
Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto…
Tailoring Success: Adrian Jules’ Journey to Becoming Rochester’s Premier C…
Are You Maximizing Your Tax Savings? with Trevor Smith (Ep. 71)
Purchasing Practices Part 3: The Capstone With Joe Prestigiacomo, CFP® (Ep…
Purchasing Practices Part 2: Answering Our FAQ With Joe Prestigiacomo, CFP…
Purchasing Practices Part 1: Our Process With Joe Prestigiacomo, CFP® (Ep.…
Unlocking the Secrets of Effective 401(k) Management (Ep. 67)
How Much Money Is Enough To Retire On? (Ep. 66)
Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)
What To Do With Money Sitting In The Bank (Ep. 64)
How To Change Financial Advisors (Ep. 63)
How to Maximize your Small Business’ Financial Potential With Carlo DiPisa…
Financial Planning Success Stories Of Medical Sales Reps with Marshal Sche…
Financial Planning for Medical Sales Reps at SixPoint Financial Partners w…
How Does Your Advisor Get Paid? With Tom Hamilton (Ep. 59)
Creating Awareness Around Annuities (Ep. 58)
Talking Taxes Part 3 with John Harms, CFP®, RICP® (Ep. 57)
Tax Season Preparation Part 2 (Ep. 56)
Tax Season Preparation: Part 1 (Ep. 55)
New Year’s Resolutions: What To Do When You Run Out of Willpower? With Dr.…
Do these 6 things for Your New Year’s Financial Resolution (Ep. 53)
5 Fundamentals to Emotional Health With Dr. Karthik Ramanan (Ep. 52)
6 Points To Consider Before Your 2023 Retirement With Joe Prestigiacomo (E…
5 Reasons People Seek Help From Financial Advisors (Ep. 50)
Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49)
Financial Planning in a Digital Era (Ep. 48)
Investment Planning 101 with Rick Wedell (Ep. 47)
6 Reasons Why You Should Only Have 1 Advisor (Ep. 46)
The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45)
5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44)
The First Steps To Working with a Financial Advisor (Ep. 43)
Keeping You Covered – Handling Personal Injury Claims and Coverage with Ch…
Revealing the Unexpected and Unexplained While Working With a Financial Ad…
The Real Power Behind a Power of Attorney with Neil Lyons, ESQ (Ep. 40)
6 Tips When Changing Careers with Nate Hasto Investment Advisor Representa…
Risk Mitigation While Investing For a Client’s Portfolio with Alexander Ox…
What To Do In The Housing Market Boom with Glen Didas (Ep. 37)
Checking Your Retirement Planning List (Ep. 36)
6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®,…
The Truth About Sudden Wealth Planning with Marshal Scheidt (Ep.34)

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