Dear Rochester, Retire Well

Jan 17 2025 98 ep. 29 mins 14
Dear Rochester, Retire Well Podcast artwork

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.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Leading by Design w/ Dave Pearlman

Jan 17 2025 43 mins  
In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with Dave Pearlman, a 30-year veteran of the tech industry, to discuss his fascinating journey through Microsoft, Adobe, and beyond. From his small-town beginnings and military service to his rise as a leader in technology and education, Dave shares the lessons he’s … Read More Read More

Nailing Your Niche w/ Nick Savas

Dec 19 2024 31 mins  
💼 Maximizing Financial Success for Sales Professionals 💼 In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Nick Savas, CFP®, from Six Point Financial Partners, to discuss how high-income earners in sales can achieve financial success. Nick shares his proven strategies for managing variable income, planning for windfalls, and avoiding financial … R

Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato

Nov 20 2024 36 mins  
In this episode, we sit down with Jason Amato, who shares the inspiring journey behind building a people-first business. From humble beginnings with a borrowed painting trailer to creating unforgettable experiences, Jason’s story is all about passion, purpose, and prioritizing people. Learn about his “Three E’s” framework—Engage, Educate, Excite—and how it’s helped hi

Beyond The Ballot | Smart Investment Moves Post Election (2024)

Nov 11 2024 50 mins  
In this episode of Dear Rochester, Retire Well, Six Point Financial Partners’ CEO and Certified Financial Planner Dave Pulcini talks with Brendan Frazier of RFG Advisory about the psychology and emotions behind financial decisions. They dive into behavioral finance, discuss how emotions impact money choices, and explore the role of a fiduciary in financial … Read More Read More

John Harms Harms Provides a Q3 Stock Market and Economic Update

Oct 28 2024 43 mins  

From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth

Oct 03 2024 31 mins  
In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Kyle Herold to explore his incredible journey from corporate beginnings to earning a life-changing financial payout. Kyle shares valuable insights on how he secured equity in his company, the power of ESOPs, and the smart moves that helped him … Read More Read More

Building a Legacy: Integrating Philanthropy into Financial Planning

Sep 18 2024 34 mins  
🎙 Philanthropy and Financial Planning with Darrell Bell | Dear Rochester, Retire Well Podcast In this episode, we sit down with Darrell Bell, Vice President for Institutional Advancement at Nazareth University, to discuss the power of philanthropy and how anyone, regardless of wealth, can make a meaningful impact. From Darrell’s early days making cold calls … Read More Read

Investing Smarter in an Election Year w/ John Harms

Sep 04 2024 38 mins  
Title: Investing Smarter in an Election Year | Insights with SixPoint CIO John Harms, CFP. Description: In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with John Harms, Chief Investment Officer at SixPoint Financial Partners, to discuss the complexities of investing during an election year. With political uncertainty often leading to … Read More Read M

Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd

Aug 23 2024 29 mins  
🎧 Podcast with Connor Boyd: Unlocking Probate Real Estate Opportunities | NYSProbateLeads.com In this episode, we sit down with Connor Boyd, the founder of NYSProbateLeads.com, to explore the often-overlooked world of probate real estate. Connor shares his journey, insights, and strategies for finding and capitalizing on probate properties in New York State. Learn how … Read M

Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of WealthFeed

Aug 12 2024 23 mins  
In this episode, I chat with Matt Mossbarger, co-founder of Wealthfeed, a cutting-edge AI-driven business development tool designed specifically for financial advisors. We dive into how Wealthfeed is revolutionizing the way advisors connect with clients, streamline their workflows, and grow their businesses. Learn more about Wealthfeed: www.wealthfeed.com Connect with Matt on Linke