Dear Rochester, Retire Well

Listen, download, subscribe

Apple Podcasts

Google Podcasts

Spotify

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

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 and not read into what is not included in the new position. In this episode, David Pulcini sits … Read More Read More

• 

  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)