Dear Rochester, Retire Well

David Pulcini

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Leading by Design w/ Dave Pearlman

1/17/2025 • 43 min

In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with Dave Pearlman, a 30-year veteran of the tech industry, to discuss his fascinating journey through Microsoft, Adobe, and beyond. From his small-town beginnings and military service to his rise as a leader in technology and education, Dave shares the lessons he’s … Read More Read Mo… Play episode

Nailing Your Niche w/ Nick Savas
Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato
Beyond The Ballot | Smart Investment Moves Post Election (2024)
John Harms Provides Q3 Market and Economic Update
From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led t…
Building a Legacy: Integrating Philanthropy into Financial Planning
Smarter Investing in an Election Year
Profiting From Probate: A Deep Dive Into Probate Leads
Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of…
Q2 Market Update w/ John Harms
Building a Framework for Success w/ Jim Harshaw Jr.
Cover Your Assets w/ Brian Chapman
NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Ri…
David Answers 3 FAQ’s (EP. 84)
Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)
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)
How Much Money Is Enough To Retire On? (Ep. 66)
Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)
What To Do With Money Sitting In The Bank (Ep. 64)
How To Change Financial Advisors (Ep. 63)
How to Maximize your Small Business’ Financial Potential With Carlo DiPisa…
Financial Planning Success Stories Of Medical Sales Reps with Marshal Sche…
Financial Planning for Medical Sales Reps at SixPoint Financial Partners w…
How Does Your Advisor Get Paid? With Tom Hamilton (Ep. 59)
Creating Awareness Around Annuities (Ep. 58)
Talking Taxes Part 3 with John Harms, CFP®, RICP® (Ep. 57)
Tax Season Preparation Part 2 (Ep. 56)
Tax Season Preparation: Part 1 (Ep. 55)
New Year’s Resolutions: What To Do When You Run Out of Willpower? With Dr.…
Do these 6 things for Your New Year’s Financial Resolution (Ep. 53)
5 Fundamentals to Emotional Health With Dr. Karthik Ramanan (Ep. 52)
6 Points To Consider Before Your 2023 Retirement With Joe Prestigiacomo (E…
5 Reasons People Seek Help From Financial Advisors (Ep. 50)
Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49)

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