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Dear Rochester, Retire Well

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Twitter:

@SixpointFP

Language:

English

Contact:

585-641-7900


Episodes

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

9/15/2021
Financial planning in your 60s is often considered by advisors to be the most important stage of your planning for your retirement. But many are confused by contradicting pieces of advice from various different sources. In this episode, David Pulcini speaks with Alex Neri, CFP®, RICP®, partner at SixPoint Financial Partners, about six pieces of … Continue reading 23. 6 Things We Tell People in Their 60’s with Alex Neri →

Duration:00:36:51

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

9/1/2021
Are you in your fifties? How do you feel about your financial situation right now? While you’re in your fifties, your life is starting to have some new milestones, and big financial and life changes are on the horizon. Are you looking at retirement soon? Are you going to sell your house after the kids … Continue reading 22. 6 Things We Tell People in Their 50’s with Anthony Ruffalo →

Duration:00:39:32

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

8/18/2021
Planning for retirement in your forties can be incredibly stressful and overwhelming, which is why many people put off planning for their retirement until they no longer can. This can have financially damaging effects on the future. In this episode, David Pulcini covers six major points of financial planning that anyone in their forties needs … Continue reading 21. 6 Things We Tell People in their 40’s →

Duration:00:26:55

20. 6 Things We Tell People In Their 20’s and 30’s with Jesse Cramer

8/4/2021
When you are in your 20s and 30s, a lot of figuring out your finances is trying to figure out where you stand—and what you need to do to achieve your goals. In this episode, David Pulcini and Jesse Cramer share six pieces of advice tailored for people in their 20’s and 30’s to help … Continue reading 20. 6 Things We Tell People In Their 20’s and 30’s with Jesse Cramer →

Duration:00:30:20

19. Everything You Need to Know About Medicare with Catherine Glenning

7/21/2021
Medicare can be there to help you pay for unexpected medical costs in the future, but oftentimes the process can be confusing, and it can be easily mixed up with other healthcare plans. In this episode, David Pulcini speaks with Medicare specialist Catherine Glenning to tell you everything you need to know about Medicare planning. … Continue reading 19. Everything You Need to Know About Medicare with Catherine Glenning →

Duration:00:34:05

18. Medicaid Planning 301, Part 3 of Medicaid with Ken Kraus

7/7/2021
Do you know the four factors you should be aware of when applying for Medicaid? They are your age, health considerations, personal finances and your own personal motivation behind applying in the first place. In part three of this mini-series, David Pulcini and Ken Kraus look into a lot of the most common questions they … Continue reading 18. Medicaid Planning 301, Part 3 of Medicaid with Ken Kraus →

Duration:00:37:41

17. The Importance of Proper Medicaid Planning With Ken Kraus — Part 2

6/23/2021
As we get older, the realities of what it takes to plan for long-term care sets in. But as people start to realize how complicated the process can be, they wait too long and run out of time. This leads to difficulties trying to secure the funding they need for their loved ones or themselves. … Continue reading 17. The Importance of Proper Medicaid Planning With Ken Kraus — Part 2 →

Duration:00:30:08

Episode 16: The Importance of Proper Medicaid Planning With Ken Kraus — Part 1

6/9/2021
Now more than ever, people are concerned about their financial health and wellness, and whether they will be protected if an unexpected crisis should occur. But for many, understanding the Medicaid eligibility rules can be even more complicated. In part one of this mini-series, David Pulcini speaks with attorney Ken Kraus about the importance of … Continue reading Episode 16: The Importance of Proper Medicaid Planning With Ken Kraus — Part 1 →

Duration:00:29:09

Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond

5/26/2021
What is a 403(b) plan and how does it work? Find out with David Pulcini and guest Matt Drummond, national sales director at PCS Retirement, LLC, as they answer your questions and concerns about 403(b) plans and share the most common mistakes their clients make when planning for retirement! In this episode, you’ll learn: The … Continue reading Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond →

Duration:00:28:33

Episode 14: The Importance of Estate Planning — With Attorney Jerry Antetomaso

5/12/2021
Why is estate planning such an important part of your overall financial plan? In this episode, David Pulcini speaks with Jerry Antetomaso, partner and attorney at Evans Fox LLP, about the value of estate planning. Jerry shares what estate planning really entails, and describes a couple horror stories you won’t be able to forget. You’ll … Continue reading Episode 14: The Importance of Estate Planning — With Attorney Jerry Antetomaso →

Duration:00:30:45

Episode 13: Avoid These Mistakes That Could Cost You Millions of Dollars

4/28/2021
Your financial mistakes may be costing you a fortune when you’re not even aware of it. In this episode, David Pulcini reveals real-life stories, situations, and insight he’s gathered by working with clients that have lost millions of dollars making the same eight mistakes you are currently making today. In this episode, you’ll learn: The … Continue reading Episode 13: Avoid These Mistakes That Could Cost You Millions of Dollars →

Duration:00:23:45

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

4/14/2021
When most people think of financial advisors, they think of investing, and that’s correct; an advisor’s job is to assist with the investing of their clients’ accounts and to ensure that those investments are in line with the clients’ objectives. But many times, financial advisors turn to professional asset managers to help with their investing … Continue reading Episode 12: Keys To Successful Investing With a Portfolio Manager — With Guest Peter Andersen →

Duration:00:33:28

Episode 11: How to Make the Most of Your Pension

3/31/2021
While pensions may not be as prevalent as they once were, if you have one, you probably want to make the most of what you’re getting from it. After all, your pension will be one of the biggest decisions you’ll ever have to make, and you want to make sure you get it right. That’s … Continue reading Episode 11: How to Make the Most of Your Pension →

Duration:00:19:04

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

3/17/2021
Employer insurance and benefits are a critical part of any business. Whether you’re an employee or a business owner, it’s important to review company offerings regularly so that you can make the most of your insurance and benefits. In this episode, David Pulcini talks with Mike Mancuso, an associate partner with the fastest-growing independent agency … Continue reading Episode 10: Optimizing Employer Insurance Costs & Employee Benefits — With Mike Mancuso →

Duration:00:26:40

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

3/3/2021
Life is filled with ups and downs — many of which can impact your finances. However, you don’t have to go through the challenges and trials of life alone. There are plenty of professionals, like financial advisors and family law attorneys, who are available to help you no matter what life throws your way. In … Continue reading Episode 9: Filing for Divorce? Here’s What You Need To Know — With Alison Bates →

Duration:00:25:09

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

2/17/2021
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 … Continue reading Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again →

Duration:00:17:30

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

2/3/2021
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 … Continue reading Episode 7: A Deep Dive Into Social Security: Part Two →

Duration:00:29:02

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

1/20/2021
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 … Continue reading Episode 6: A Deep Dive Into Social Security: Part 1 →

Duration:00:29:50

Episode 5 – 4 Retirement Planning Mistakes Healthcare Workers Should Avoid

1/6/2021
After working alongside countless healthcare workers as they prepare for their retirements, David Pulcini has found four common mistakes these types of professionals tend to make with their retirement planning. To help you avoid making the same mistakes, David is breaking down these key mistakes in today’s episode, detailing ways you can avoid them for … Continue reading Episode 5 – 4 Retirement Planning Mistakes Healthcare Workers Should Avoid →

Duration:00:22:47

Episode 4 — 10 Questions You Should Be Asking Your Financial Professional

1/6/2021
You should never be reluctant or afraid to ask questions when working with your financial professional! In fact, there are certain questions you SHOULD be asking your advisor. In this episode, David Pulcini takes you through questions you should be asking your financial professional so that you can feel confident in your client-advisor relationship as … Continue reading Episode 4 — 10 Questions You Should Be Asking Your Financial Professional →

Duration:00:30:59