Dear Rochester, Retire Well

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5 Fundamentals to Emotional Health With Dr. Karthik Ramanan (Ep. 52)

What comes to mind when you think of health? Eating your greens? Exercise? Now, what comes to mind when you think of mental health? Therapists? Illnesses? In this episode, David Pulcini interviews Dr. Karthik Ramanan, Wall Street broker turned emotional health mentor, to share more about reinventing yourself after retirement. Dr. K also shares the … 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)