Episodios

  • Leading by Design w/ Dave Pearlman

    Leading by Design w/ Dave Pearlman
    Jan 17 2025
    In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with Dave Pearlman, a 30-year veteran of the tech industry, to discuss his fascinating journey through Microsoft, Adobe, and beyond. From his small-town beginnings and military service to his rise as a leader in technology and education, Dave shares the lessons he’s …

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    44 m
  • Nailing Your Niche w/ Nick Savas

    Nailing Your Niche w/ Nick Savas
    Dec 19 2024
    💼 Maximizing Financial Success for Sales Professionals 💼 In this episode of Dear Rochester, Retire Well, Dave Pulcini sits down with Nick Savas, CFP®, from Six Point Financial Partners, to discuss how high-income earners in sales can achieve financial success. Nick shares his proven strategies for managing variable income, planning for windfalls, and avoiding financial …

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    32 m
  • Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato

    Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato
    Nov 20 2024
    In this episode, we sit down with Jason Amato, who shares the inspiring journey behind building a people-first business. From humble beginnings with a borrowed painting trailer to creating unforgettable experiences, Jason’s story is all about passion, purpose, and prioritizing people. Learn about his “Three E’s” framework—Engage, Educate, Excite—and how it’s helped him maximize impact …

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    37 m
  • 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
  • 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 m
  • 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 m
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