23 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.

    23. 6 Things We Tell People in Their 60’s with Alex Neri

    23. 6 Things We Tell People in Their 60’s with Alex Neri

    Financial planning in your 60s is often considered by advisors to be the most important stage of your planning for your retirement.  But many are confused by contradicting pieces of advice from various different sources. In this episode, David Pulcini speaks with Alex Neri, CFP®, RICP®, partner at SixPoint Financial Partners, about six pieces of … Continue reading 23. 6 Things We Tell People in Their 60’s with Alex Neri →

    • 36 min
    22. 6 Things We Tell People in Their 50’s with Anthony Ruffalo

    22. 6 Things We Tell People in Their 50’s with Anthony Ruffalo

    Are you in your fifties? How do you feel about your financial situation right now? While you’re in your fifties, your life is starting to have some new milestones, and big financial and life changes are on the horizon. Are you looking at retirement soon? Are you going to sell your house after the kids … Continue reading 22. 6 Things We Tell People in Their 50’s with Anthony Ruffalo →

    • 39 min
    21. 6 Things We Tell People in their 40’s

    21. 6 Things We Tell People in their 40’s

    Planning for retirement in your forties can be incredibly stressful and overwhelming, which is why many people put off planning for their retirement until they no longer can. This can have financially damaging effects on the future.  In this episode, David Pulcini covers six major points of financial planning that anyone in their forties needs … Continue reading 21. 6 Things We Tell People in their 40’s →

    • 26 min
    20. 6 Things We Tell People In Their 20’s and 30’s with Jesse Cramer

    20. 6 Things We Tell People In Their 20’s and 30’s with Jesse Cramer

    When you are in your 20s and 30s, a lot of figuring out your finances is trying to figure out where you stand—and what you need to do to achieve your goals. In this episode, David Pulcini and Jesse Cramer share six pieces of advice tailored for people in their 20’s and 30’s to help … Continue reading 20. 6 Things We Tell People In Their 20’s and 30’s with Jesse Cramer →

    • 30 min
    19. Everything You Need to Know About Medicare with Catherine Glenning

    19. Everything You Need to Know About Medicare with Catherine Glenning

    Medicare can be there to help you pay for unexpected medical costs in the future, but oftentimes the process can be confusing, and it can be easily mixed up with other healthcare plans.  In this episode, David Pulcini speaks with Medicare specialist Catherine Glenning to tell you everything you need to know about Medicare planning. … Continue reading 19. Everything You Need to Know About Medicare with Catherine Glenning →

    • 34 min
    18. Medicaid Planning 301, Part 3 of Medicaid with Ken Kraus

    18. Medicaid Planning 301, Part 3 of Medicaid with Ken Kraus

    Do you know the four factors you should be aware of when applying for Medicaid? They are your age, health considerations, personal finances and your own personal motivation behind applying in the first place. In part three of this mini-series, David Pulcini and Ken Kraus look into a lot of the most common questions they … Continue reading 18. Medicaid Planning 301, Part 3 of Medicaid with Ken Kraus →

    • 37 min

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