5 Reasons People Seek Help From Financial Advisors

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  • What to do with outdated insurance policies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