Dear Rochester, Retire Well

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David Answers 3 FAQ’s (EP. 84)

As individuals navigate their financial planning journey, they often encounter pressing questions. In this episode, David Pulcini tackles his top three frequently asked questions. One of the most pressing concerns for many individuals is what happens to their accounts when their financial advisor decides to retire. David emphasizes taking control and choosing where you want … Read More Read More

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  Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of…

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  Q2 Market Update w/ John Harms

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  Building a Framework for Success w/ Jim Harshaw Jr.

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  Cover Your Assets w/ Brian Chapman

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  NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Ri…

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  Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)