Dear Rochester, Retire Well

Nov 11 2024 95 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.

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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

Q2 Market Update w/ John Harms

Jul 30 2024 39 mins  
On this episode, I sit down with Chief Investment Officer of SixPoint, John Harms, for an in-depth Q2 market update and analysis. If you are interested in meeting with me to discuss your financial planning needs, please reach out to me directly at [email protected]. Thanks! Click HERE to visit our website LinkedIn: https://www.linkedin.com/in/davidpulcinisixpointfp/ … Read

How to Build a Framework for Success w/ Jim Harshaw Jr.

Jul 15 2024 46 mins  
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

Cover Your Assets w/ Brian Chapman

Jul 02 2024 49 mins  
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: [email protected] Phone: 315-986-4062 Address: … Read More Read More