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 12: Keys To Successful Investing With a Portfolio Manager — With Guest Peter Andersen

Today, David Pulcini talks to Peter Andersen, founder of Andersen Capital Management. Peter has managed money for a range of clients since 1993, including managing various mutual funds, writing for Forbes Magazine, and making regular appearances on CNBC and Fox Business. Together, Peter and David discuss the importance of choosing financial advisors and fund managers that help ensure that your investments match your ideal goals.

Episode 11: How to Make the Most of Your Pension

David Pulcini sits down to dive into the world of pensions and what you need to know to take yours in a way that will benefit you. He explains what a pension is, how it differs from a 401(k) and 403(b), and how to avoid common pension mistakes.

Episode 10: Optimizing Employer Insurance Costs & Employee Benefits — With Mike Mancuso

In this episode, David Pulcini talks with Mike Mancuso, an associate partner with the fastest-growing independent agency in the Rochester area, Lawley Insurance. Mike details the ways both business owners and employees can benefit from professional guidance around insurance and benefits and shares ways he can help uncover the right strategy for you.

Episode 9: Filing for Divorce? Here’s What You Need To Know — With Alison Bates

In this episode, David Pulcini welcomes guest Alison Bates, a matrimonial and family law attorney at Bates Family Law, P.C. Together, they discuss the financial and legal considerations that come with the divorce process and answer frequently asked divorce questions.