Making Balanced Financial and Estate Planning Decisions Part 2 [Episode 95]
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Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by last week’s guests, Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company. They talk about their background in Certified Financial Planning and how the qualifications of your Certified Financial Planner can help shape the way you plan for the future.
They highlight the reasons why you need to weather small losses when investing, as well as listening to your Certified Financial Planner’s advice regarding what you do with your money. Todd talks about many of the questions that Certified Financial Planners ask their clients regarding their goals, what they wish to do with their money, and how they wish to protect their assets moving forward.
Joe also asks Todd about the type of employees at Hilliard Lyons and how their certifications and financial experience can benefit the plans for the future for a client.
