Dear Rochester, Retire Well

Listen, download, subscribe

Apple Podcasts

Google Podcasts

Spotify

Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49)

Alex Neri, CFP®, RICP® is back on the podcast to tackle some of clients’ most frequently asked questions.  In this episode, David and Alex provide insight and answers to questions they get the most from clients. They use examples that may apply to you and your finances, now or in the coming years.  David and … Read More Read More

• 

  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)