Dear Rochester, Retire Well

David Pulcini

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Latest Episodes

6 Reasons Why You Should Only Have 1 Advisor (Ep. 46)

8/17/2022 • 21 min

Teamwork is great, but you want to keep your circle as small as possible when it comes to your financial planning. You may think that having two advisors will make you more competitive, but it just makes things harder for yourself! In this episode, David Pulcini and Marshal Scheidt share six of the many reasons … Continue reading 6 Reasons Why You Should Only Ha… Play episode

The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45)
5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44)
The First Steps To Working with a Financial Advisor (Ep. 43)
Keeping You Covered – Handling Personal Injury Claims and Coverage with Ch…
Revealing the Unexpected and Unexplained While Working With a Financial Ad…
The Real Power Behind a Power of Attorney with Neil Lyons, ESQ (Ep. 40)
6 Tips When Changing Careers with Nate Hasto Investment Advisor Representa…
Risk Mitigation While Investing For a Client’s Portfolio with Alexander Ox…
What To Do In The Housing Market Boom with Glen Didas (Ep. 37)
Checking Your Retirement Planning List (Ep. 36)
6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®,…
The Truth About Sudden Wealth Planning with Marshal Scheidt (Ep.34)
Getting Financially Organized — Part Six of Six Points of Financial Planni…
Estate Planning – Part Five of Six Points of Financial Planning with Neil …
31. Tax Planning – Part Four of Six Points of Financial Planning
30. Retirement Income Planning – Part Three of Six Points of Financial Pla…
29. Risk Management – Part Two of Six Points of Financial Planning with Er…
28. Investment Planning – Part One of Six Points of Financial Planning wit…
27. Understanding Your Retirement From a Public School View with Marshal S…
26. What’s Going on in the Real Estate Market with Angelo Prestigiacomo
25. Unlocking Your Potential and Pursuing Your Maximum Success With Jim Ha…
24. 6 Things We Tell People in Their 70’s with Joe Prestigiacomo
23. 6 Things We Tell People in Their 60’s with Alex Neri
22. 6 Things We Tell People in Their 50’s with Anthony Ruffalo
21. 6 Things We Tell People in their 40’s
20. 6 Things We Tell People In Their 20’s and 30’s with Jesse Cramer
19. Everything You Need to Know About Medicare with Catherine Glenning
18. Medicaid Planning 301, Part 3 of Medicaid with Ken Kraus
17. The Importance of Proper Medicaid Planning With Ken Kraus — Part 2
Episode 16: The Importance of Proper Medicaid Planning With Ken Kraus — Pa…
Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond
Episode 14: The Importance of Estate Planning — With Attorney Jerry Antet…
Episode 13: Avoid These Mistakes That Could Cost You Millions of Dollars
Episode 12: Keys To Successful Investing With a Portfolio Manager — With G…
Episode 11: How to Make the Most of Your Pension
Episode 10: Optimizing Employer Insurance Costs & Employee Benefits — With…
Episode 9: Filing for Divorce? Here’s What You Need To Know — With Alison …
Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better…
Episode 7: A Deep Dive Into Social Security: Part Two
Episode 6: A Deep Dive Into Social Security: Part 1
Episode 5 – 4 Retirement Planning Mistakes Healthcare Workers Should Avoid
Episode 4 — 10 Questions You Should Be Asking Your Financial Professional
Episode 3 — The ‘Think About It’ Process for Building a Brighter Financi…
Episode 2 — The Six Points of Your Financial Plan
Episode 1 — Welcome to the Dear Rochester, Retire Well Podcast!

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