Financial Planning During Inflation – Life’s Third Act

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brett Stehl, Certified Financial Planner and St. Louis-based Institutional Consultant for Goelzer Investment Management of Indianapolis, and Don Hutchinson, Managing Director of Institutional Advisory Services at Goelzer Investment Management. They talk about financial planning in an economy hit by inflation.

Mr. Stehl and Mr. Hutchinson discusses the history of Goelzer Investment Management, Mr. Stehl’s role with the company and his reaction to being selected for the position, when they expect inflation to peak, how current inflation compares to inflation of the 1970s, the challenges of investing during an unstable economy, whether seniors should postpone retirement until the economy settles down, their expectations of the stock market for the remainder of the year, their thoughts on investing in cryptocurrency, how Goelzer’s institutional business can help non-profit organizations in the St. Louis area, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/
Call: 314-335-1100