50 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.

    5 Reasons People Seek Help From Financial Advisors (Ep. 50)

    5 Reasons People Seek Help From Financial Advisors (Ep. 50)

    The Dear Rochester, Retire Well podcast has officially released its 50th episode! 🥳 To celebrate this milestone, David Pulcini gives listeners a glimpse into his personal life in under 40 seconds and runs through five of the most common reasons people seek out the expertise of a financial advisor. David discusses:  Making the most out … Continue reading 5 Reasons People Seek Help From Financial Advisors (Ep. 50) →

    • 17 min
    Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49)

    Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49)

    Alex Neri, CFP®, RICP® is back on the podcast to tackle some of clients’ most frequently asked questions.  In this episode, David and Alex provide insight and answers to questions they get the most from clients. They use examples that may apply to you and your finances, now or in the coming years.  David and … Continue reading Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49) →

    • 22 min
    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

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