Dear Rochester, Retire Well

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Creating Awareness Around Annuities (Ep. 58)

What comes to mind when you think of annuities? Guarantees? Interest rates? Insurance companies? Whatever comes to mind, we want to bring you some clarity. In this episode, David Pulcini dives into annuities explaining what they are, how an advisor might try to sell you on annuities, and everything you should know about before committing … 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)