Dear Rochester, Retire Well

Listen, download, subscribe

Apple Podcasts

Google Podcasts

Spotify

5 Reasons People Seek Help From Financial Advisors (Ep. 50)

The Dear Rochester, Retire Well podcast has officially released its 50th episode! 🥳 To celebrate this milestone, David Pulcini gives listeners a glimpse into his personal life in under 40 seconds and runs through five of the most common reasons people seek out the expertise of a financial advisor. David discusses:  Making the most out … 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)