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Dear Rochester, Retire Well

By: David Pulcini
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  • Summary

  • 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.
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Episodes
  • How to Build a Framework for Success w/ Jim Harshaw Jr.

    How to Build a Framework for Success w/ Jim Harshaw Jr.
    Jul 15 2024
    On this episode, I sit down with my good friend and mentor Jim Harshaw Jr to discuss how to build a framework for success. Jim is a former Division 1 All-American Wrestler at UVA, was the youngest Division 1 wrestling coach in history, and the host of the “Success for the Athletic-Minded Man” podcast. …

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    46 mins
  • Cover Your Assets w/ Brian Chapman

    Cover Your Assets w/ Brian Chapman
    Jul 2 2024
    In this episode, I sit down with Brian Chapman of JD Chapman Insurance Agency — an independent, family-owned fiduciary insurance agency who has been serving the community for over 60 years! Brian and his team are a wealth of knowledge when it comes to insurance. He can be reached at: Email: brian@jdchapmaninc.com Phone: 315-986-4062 Address: …

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    49 mins
  • NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)

    NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)
    May 29 2024
    In this episode, Nick Savas dives into the crucial concept of fiduciaries, shedding light on their role in financial advisory services. Nick explains what it means to be a fiduciary, emphasizing that a fiduciary is legally required to act in the best interests of their clients. He also provides practical advice on how to determine …

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    28 mins
Economics Personal Finance
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