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 of your investment accounts
- What to do with outdated insurance policies
- Getting serious about retirement planning
- Handling inheritances
- Changing jobs and why your money may need to change with it
Related: Financial Planning in a Digital Era