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Dear Rochester, Retire Well Podcast

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.

23. 6 Things We Tell People in Their 60’s with Alex Neri Thumbnail

23. 6 Things We Tell People in Their 60’s with Alex Neri

In this episode, David Pulcini speaks with Alex Neri, CFP®, RICP®, partner at SixPoint Financial Partners, about six pieces of financial advice he would give to clients in their 60s. Alex also includes one BONUS piece of advice that was too important to leave out.

22. 6 Things We Tell People in Their 50’s with Anthony Ruffalo Thumbnail

22. 6 Things We Tell People in Their 50’s with Anthony Ruffalo

In this episode, David Pulcini gets real about financial advice for people in their fifties, and answers the questions above, with Anthony Ruffalo, CFP®, owner of Ruffalo Wealth Management. David and Anthony share some advice to help you prepare for your final years working, starting retirement and all the decisions that surround this time in your life.

21. 6 Things We Tell People in their 40’s Thumbnail

21. 6 Things We Tell People in their 40’s

In this episode, David Pulcini covers six major points of financial planning that anyone in their forties needs to hear. These six points will help you to shape a retirement plan today that works for your future tomorrow.