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 …
🎙 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 …
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 …
🎧 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 …
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 …
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/ …
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. …
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: …
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 …
As individuals navigate their financial planning journey, they often encounter pressing questions. In this episode, David Pulcini tackles his top three frequently asked questions. One of the most pressing concerns for many individuals is what happens to their accounts when their financial advisor decides to retire. David emphasizes taking control and choosing where you want …