Episodes

  • 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 mins
  • Building a Legacy: Integrating Philanthropy into Financial Planning

    Building a Legacy: Integrating Philanthropy into Financial Planning
    Sep 18 2024
    🎙 Philanthropy and Financial Planning with Darrell Bell | Dear Rochester, Retire Well Podcast In this episode, we sit down with Darrell Bell, Vice President for Institutional Advancement at Nazareth University, to discuss the power of philanthropy and how anyone, regardless of wealth, can make a meaningful impact. From Darrell’s early days making cold calls …

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    35 mins
  • Investing Smarter in an Election Year w/ John Harms

    Investing Smarter in an Election Year w/ John Harms
    Sep 4 2024
    Title: Investing Smarter in an Election Year | Insights with SixPoint CIO John Harms, CFP. Description: In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with John Harms, Chief Investment Officer at SixPoint Financial Partners, to discuss the complexities of investing during an election year. With political uncertainty often leading to …

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    39 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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