Dear Rochester, Retire Well

De: David Pulcini
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  • Resumen

  • 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.
    Dear Rochester, Retire Well All Rights Reserved
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Episodios
  • Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd

    Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd
    Aug 23 2024
    🎧 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 …

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    29 m
  • Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of WealthFeed

    Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of WealthFeed
    Aug 12 2024
    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 LinkedIn: Matt Mossbarger Interested …

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    23 m
  • Q2 Market Update w/ John Harms

    Q2 Market Update w/ John Harms
    Jul 30 2024
    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 dpulcini@sixpointfp.com. Thanks! Click HERE to visit our website LinkedIn: https://www.linkedin.com/in/davidpulcinisixpointfp/ …

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    40 m
Economía Finanzas Personales
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