Dear Rochester, Retire Well

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6 Reasons Why You Should Only Have 1 Advisor (Ep. 46)

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 makes things harder for yourself! In this episode, David Pulcini and Marshal Scheidt share six of the many reasons … Read More Read More

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  3 Simple Strategies to Make WAY More Money (EP. 82)

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  Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate …

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  4 Ways To Pay Obnoxiously Less In Taxes (EP.80)

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  What Is Required To Build A Sellable Business (EP. 79)

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  4 Common Mistakes To Avoid When Selling Your Business (EP. 78)

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  How to Choose A Financial Advisor (EP. 77)

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  Roles and Responsibilities of a Financial Advisor (EP. 76)

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  2024 Financial Planning: IRA, 401(k) Changes, and More with Alex Neri (Ep.…

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  Investment Takeaways From 2023 and What to Expect in 2024 with John Harms …

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  Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto…

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  Tailoring Success: Adrian Jules’ Journey to Becoming Rochester’s Premier C…

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  Are You Maximizing Your Tax Savings? with Trevor Smith (Ep. 71)

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  Purchasing Practices Part 3: The Capstone With Joe Prestigiacomo, CFP® (Ep…

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  Purchasing Practices Part 2: Answering Our FAQ With Joe Prestigiacomo, CFP…

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  Purchasing Practices Part 1: Our Process With Joe Prestigiacomo, CFP® (Ep.…

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  Unlocking the Secrets of Effective 401(k) Management (Ep. 67)