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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.

Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again Thumbnail

Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again

Do you believe that you don't need a financial advisor? That just might be true. After all, you're smart. You're savvy. You know about the latest happenings in the market. So, why bother paying someone to manage things for you? In today’s episode, David Pulcini puts your financial knowledge to the test with 17 questions you should know the answers to if you want to efficiently manage your own money. If you can’t answer any of these questions, don’t worry! That’s where financial advisors like David can help.

Episode 7: A Deep Dive Into Social Security: Part Two Thumbnail

Episode 7: A Deep Dive Into Social Security: Part Two

Are you having trouble understanding your Social Security and how you can plan for the benefits you’ll receive? If so, don’t worry, David Pulcini has you covered! In part two of his Social Security mini-series, David walks you through everything you need to know to understand your Social Security and its benefits. Plus, listen in as he answers commonly asked questions and concerns on retirement benefits!

Episode 6 - A Deep Dive Into Social Security: Part 1 Thumbnail

Episode 6 - A Deep Dive Into Social Security: Part 1

Understanding your Social Security benefits can be tricky, especially when you don’t know the right questions to ask or what information you should be providing your financial advisor. In today’s episode, David Pulcini aims to help you build your Social Security knowledge by answering frequently asked Social Security questions and by breaking down how the system works.