84 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.

    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
    Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate Roots Design (EP. 81)

    Family, Friendship, & Design w/ Kristin Lindley & Meagan Baker of Upstate Roots Design (EP. 81)

    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

    • 38 min
    4 Ways To Pay Obnoxiously Less In Taxes (EP. 80)

    4 Ways To Pay Obnoxiously Less In Taxes (EP. 80)

    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

    • 25 min
    What Is Required To Build A Sellable Business (EP. 79)

    What Is Required To Build A Sellable Business (EP. 79)

    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

    • 17 min

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