48 episodes

In the Dear Rochester, Retire Well podcast, find trusted professionals who will guide you towards a brighter financial future. Using a multifaceted approach to personal finance for individuals, educators, and healthcare professionals, David Pulcini and his partners explore ways you can build wealth while minimizing risk so that you feel informed and empowered to walk your path towards a successful financial future.

Dear Rochester, Retire Well David Pulcini

    • Business

In the Dear Rochester, Retire Well podcast, find trusted professionals who will guide you towards a brighter financial future. Using a multifaceted approach to personal finance for individuals, educators, and healthcare professionals, David Pulcini and his partners explore ways you can build wealth while minimizing risk so that you feel informed and empowered to walk your path towards a successful financial future.

    Financial Planning in a Digital Era (Ep. 48)

    Financial Planning in a Digital Era (Ep. 48)

    With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice. It’s hard to know what’s best for your money and you don’t want to make a mistake that could cost you dearly in the future. In this episode, … Continue reading Financial Planning in a Digital Era (Ep. 48) →

    • 16 min
    Investment Planning 101 with Rick Wedell (Ep. 47)

    Investment Planning 101 with Rick Wedell (Ep. 47)

    Financial planning is SixPoint Financial Partners’ specialty – we have experience in investment planning, but we’re not experts in it. So we brought one on the podcast. In this episode, David Pulcini has Rick Wedell, Chief Investment Officer at RFG, to talk about one of the six points – investment planning – and who better … Continue reading Investment Planning 101 with Rick Wedell (Ep. 47) →

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

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

    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 Have 1 Advisor (Ep. 46) →

    • 22 min
    The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45)

    The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45)

    What happens when you’re ready to retire but not quite there financially? In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, as they cover two of the most common scenarios they see when clients prepare for retirement. Alex talks about the different approaches to take before running out of money in your retirement years. … Continue reading The 2 Sides of the Retirement Spectrum with Alex Neri, CFP®, RICP® (Ep. 45) →

    • 25 min
    5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44)

    5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44)

    Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on? In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, to discuss the major financial milestone timeline he has developed and refined over the years. We also discuss one of people’s biggest mistakes within this … Continue reading 5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44) →

    • 25 min
    The First Steps To Working with a Financial Advisor (Ep. 43)

    The First Steps To Working with a Financial Advisor (Ep. 43)

    Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor.  In this episode, David Pulcini answers your questions about the process of finding an advisor, and meeting one, and how to tell if that particular advisor and their … Continue reading The First Steps To Working with a Financial Advisor (Ep. 43) →

    • 14 min

You Might Also Like