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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Economía Finanzas Personales
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Episodios
  • Beyond The Ballot | Smart Investment Moves Post Election (2024)

    Beyond The Ballot | Smart Investment Moves Post Election (2024)
    Nov 11 2024
    In this episode of Dear Rochester, Retire Well, Six Point Financial Partners’ CEO and Certified Financial Planner Dave Pulcini talks with Brendan Frazier of RFG Advisory about the psychology and emotions behind financial decisions. They dive into behavioral finance, discuss how emotions impact money choices, and explore the role of a fiduciary in financial …

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    50 m
  • John Harms Harms Provides a Q3 Stock Market and Economic Update

    John Harms Harms Provides a Q3 Stock Market and Economic Update
    Oct 28 2024
    43 m
  • From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth

    From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led to Life Changing Wealth
    Oct 3 2024
    In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Kyle Herold to explore his incredible journey from corporate beginnings to earning a life-changing financial payout. Kyle shares valuable insights on how he secured equity in his company, the power of ESOPs, and the smart moves that helped him …

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    31 m

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