87 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.

    Building a Framework for Success w/ Jim Harshaw Jr.

    Building a Framework for Success w/ Jim Harshaw Jr.

    On this episode, I sit down with my good friend and mentor Jim Harshaw Jr to discuss how to build a framework for success.  Jim is a former Division 1 All-American Wrestler at UVA, was the youngest Division 1 wrestling coach in history, and the host of the “Success for the Athletic-Minded Man” podcast.   … Read More Read More

    • 46 min
    Cover Your Assets w/ Brian Chapman

    Cover Your Assets w/ Brian Chapman

    In this episode, I sit down with Brian Chapman of JD Chapman Insurance Agency — an independent, family-owned fiduciary insurance agency who has been serving the community for over 60 years! Brian and his team are a wealth of knowledge when it comes to insurance.  He can be reached at: Email:  brian@jdchapmaninc.com Phone: 315-986-4062 Address: … Read More Read More

    • 49 min
    NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)

    NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)

    In this episode, Nick Savas dives into the crucial concept of fiduciaries, shedding light on their role in financial advisory services. Nick explains what it means to be a fiduciary, emphasizing that a fiduciary is legally required to act in the best interests of their clients. He also provides practical advice on how to determine … Read More Read More

    • 27 min
    David Answers 3 FAQ’s (EP. 84)

    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

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

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

    After dedicating 33 years to the education system as a middle school teacher, Lisa Sanchez retired from her career. Having meticulously prepared for her retirement over many years, she anticipated that things would go smoothly when she retired. However, life took an unexpected turn when she found herself responsible for taking charge of her 94-year-old … Read More Read More

    • 27 min
    3 Simple Strategies to Make WAY More Money (EP. 82)

    3 Simple Strategies to Make WAY More Money (EP. 82)

    Are you tired of feeling stuck at the same financial level? This is a common experience for both employees whose salaries seem stagnant and entrepreneurs with a limiting mindset who hold themselves back from growth. In this episode, David Pulcini explores three simple strategies for making more money and building wealth. He highlights the power … Read More Read More

    • 24 min

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