Is tax season leaving you feeling overwhelmed and unprepared? In this episode, David Pulcini completes the three-part series on tax preparation and planning, inviting John Harms, CFP® to join the conversation. They explain the difference between tax planning and tax preparation and share crucial questions you should be asking your advisor. David and John discuss: …
As we approach the tax season, there are some questions we get asked quite often. In this episode, David Pulcini answers the nine most frequently asked questions about taxes, including reducing your lifetime tax bill in light of the latest tax rules and regulations. (You will also learn some fun facts at the beginning of …
The holiday season has come and gone, so it’s that time of year to hunker down and get ready to file your taxes. In this episode, David Pulcini starts a three-part series on taxes by sharing with listeners how they can gear up and get organized for tax season. Be sure to keep an eye …
Have you ever started the new year with a highly energetic “new year, new me” attitude? Have you ever jotted down multiple resolutions that lasted for only a month? Most of us have. But 2023 could be the year you break this cycle of unsuccessful resolutions! In this episode, David Pulcini interviews Dr. Karthik Ramanan, …
As the year is coming to a close, there may be some financial resolutions you have yet to think of. So what are ways you can get closer to financial independence? Find out in this episode. This week, David Pulcini is joined by six certified financial advisors to give you an easy-to-remember financial checklist so …
What comes to mind when you think of health? Eating your greens? Exercise? Now, what comes to mind when you think of mental health? Therapists? Illnesses? In this episode, David Pulcini interviews Dr. Karthik Ramanan, Wall Street broker turned emotional health mentor, to share more about reinventing yourself after retirement. Dr. K also shares the …
Summary: Whether you plan to retire in 2023 or shortly after that, make sure your retirement plan provides for all your needs. In this episode, David Pulcini discusses 6 points people approaching retirement should consider in 2023 with Joe Prestigiacomo, CFP®. David and Joe explain how retirees can determine how much money they will need …
The Dear Rochester, Retire Well podcast has officially released its 50th episode! 🥳 To celebrate this milestone, David Pulcini gives listeners a glimpse into his personal life in under 40 seconds and runs through five of the most common reasons people seek out the expertise of a financial advisor. David discusses: Making the most out …
Alex Neri, CFP®, RICP® is back on the podcast to tackle some of clients’ most frequently asked questions. In this episode, David and Alex provide insight and answers to questions they get the most from clients. They use examples that may apply to you and your finances, now or in the coming years. David and …
With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice. It’s hard to know what’s best for your money and you don’t want to make a mistake that could cost you dearly in the future. In this episode, …