Dear Rochester, Retire Well David Pulcini

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

Today, we are thrilled to welcome Kristin Lindley and Meagan Baker, the visionary co-founders of Upstate Roots Design, a thriving company based in Rochester, NY, specializing in interior decorating, redesign, and staging. Kristin and Meagan share the journey that led them to co-found Upstate Roots Design, diving into the personal experiences and motivations that inspired … Read More Read More

It’s that time of the year when people are figuring out their tax liabilities and what their tax refund might be. Ideally, we’d all like to end up even, owing zero and getting zero back, but that’s usually not how it works out in business. If you are looking for tax-saving strategies that are both … Read More Read More

At some point, every business must undergo a transition of ownership, whether through succession planning, a sale, or closure. Selling your business can not only bring financial freedom, but also frees you from operational burdens like employee management and client demands. However, despite these benefits, some individuals may experience regrets because they are uncertain about … Read More Read More

Selling a business marks a significant milestone in an entrepreneur’s journey, representing years of dedication and hard work. However, despite its importance, only a few individuals truly understand the complexities involved. As a result, most people stumble through the process and make common mistakes. In this insightful episode, David Pulcini highlights four common mistakes entrepreneurs … Read More Read More

Choosing a financial advisor is a crucial decision that requires careful consideration since it involves entrusting someone with your financial future. Before making this choice, it is essential to have a clear understanding of your financial needs and goals, as these factors will determine the type of advisor best suited for you. The ideal financial … Read More Read More