Ric Edelman Discusses His Career in Financial Planning [Episode 201]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ric Edelman, founder of Edelman Financial Engines, the author of several personal finance books, and the host of a weekly personal finance talk radio show called The Ric Edelman Show. 

Mr. Edelman is a legend in the financial world. He’s the co-founder of Edelman Financial Engines, New York Times bestselling author, and talk show host. He was named in 2016 among the country’s Top 10 Wealth Advisors by Forbes magazine, the nation’s #1 Independent Financial Advisor (three times) by Barron’s and in 2019, Investopedia named Edelman one of its top 100 financial advisors. 

Additionally, in 2019 InvestmentNews named Edelman to its list of “20 people who helped shape the financial planning industry” and Barron’s added Edelman to its Financial Advisors Hall of Fame.

He joins the program to talk about his career in financial planning, including some of his most important money tips, the challenges of financial planning during the pandemic, what he expects to see from the U.S. economy in the coming years, and more. 

To learn more about Mr. Edelman, visit https://www.edelmanfinancialengines.com/ric-edelman-radio/

To get in touch with an estate planning attorney at TuckerAllen, check out https://tuckerallen.com/

What Is an Incentive Trust? [Episode 200]

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Attorney-CPA Joe Cordell and co-host Jill Embers are joined by TuckerAllen attorney Jim Gau to break down incentive trusts and how the function in terms of estate planning. 

Mr. Gau explains what an incentive trust is and provides examples of how it can be used, explains what can go wrong with incentive trusts, discusses the potential cost of an incentive trust, and more. 

If you are wondering if an incentive trust could be a useful tool for your estate plan, get in touch with an attorney at TuckerAllen: https://tuckerallen.com/

The Biggest Mistakes People Make When Choosing a Financial Advisor [Episode 199]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird, to discuss the biggest and mistakes people make when choosing a financial advisor. 

Mr. Oetken explains how some of the most common missteps people make with this decision can have major consequences such as hiring an advisor who is not a fiduciary, hiring the first advisor you meet, choosing an advisor with the wrong specialty, picking an advisor with an incompatible strategy, not asking about credentials, and more. 

For more information about the financial services offered by R.W. Baird, visit https://www.rwbaird.com/

For any estate planning or elder care law needs, contact an attorney at TuckerAllen: https://tuckerallen.com/

Should I Invest in Bitcoin or Gold? [Episode 198]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Peter Lazaroff, who is co-chief investment officer for Plancorp. His first book, “Making Money Simple,” was published just last year. Peter also regularly writes for Forbes and The Wall Street Journal.

Mr. Lazaroff often blogs about investing in Bitcoin and gold and he joins the show to discuss whether these are prudent investments for most people to make. He explains what people need to know about these investments and discusses the future of cryptocurrency, what factors to consider when adding gold to a portfolio, and more. 

To read Mr. Lazaroff’s blog, visit: https://peterlazaroff.com/blog/

To get started on putting together and estate plan, get in touch with TuckerAllen: https://tuckerallen.com/

Notable Retirees/Seniors: Ron Battelle – Retired Chief of St. Louis County Police [Episode 197]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ron Battelle, retired Chief of St. Louis County Police. He currently serves as Executive Director for The BackStoppers, which provides ongoing needed financial assistance and support to the spouses and dependent children of fallen police officers, firefighters, volunteer firefighters, and publicly funded paramedics and EMTs.

In this ongoing feature, seniors and retirees from all lines of work are highlighted as we discuss their experiences transitioning through retirement. Mr. Battelle talks about his reasons for retiring, how he managed his finances as he left the workforce, why he eventually chose to go back to work with The BackStoppers and his current role with the organization, and more.