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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/

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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/

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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.

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner Andre Frazier. Ms. Frazier is an expert in behavioral finance and the Forbes Book author of “Financially Free: 11 Conversations To Have With Yourself About Life, Money, And Worth.”

Ms. Frazier was named one of Bristol’s “Who’s Who Among Distinguished Professionals and Executives” and “Top 100 in Finance for 2019 and Top 50 Women of 2019 by Top 100 Magazine.

Ms. Frazier joins the show to talk about how to manage your finances to make the most out of your retirement. She offers strategies to ensure you have enough money to last you through retirement, key steps to take when planning for retirement, how the pandemic impacted her work as a CFP, and more.

If you need help planning for your future or are faced with a retirement dilemma, consider getting in touch with an estate planning attorney at TuckerAllen.

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Warren and Mark Dwyer of the Rehabilitation Institute of St. Louis. Ms. Warren serves as Chief Nursing Officer of the Rehabilitation Institute while Mr. Dwyer is the CEO and they discuss how the services their organization offers have been affected over the last year by the COVID-19 pandemic.

Ms. Warren and Mr. Dwyer discuss the challenges they have faced in keeping their operation running safely, how their patients have changed their behavior in seeking health services, the current vaccination process, and more.

TuckerAllen: https://tuckerallen.com/
The Rehabilitation Institute of St. Louis: https://www.encompasshealth.com/locations/rehabinstitutestl