Joseph E. Cordell
  • Home
  • Cordell & Cordell
  • Podcasts
  • Meet Joe
  • Books
  • Photo Galleries
  • Contact
  • Menu Menu

Managing Finances and Retirement [Episode 115]

August 31, 2019/in ElderTalk, Podcasts/by Abby Johns
https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/toddsauter-ElderTalk8-31-19.mp3

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Roberts & Kohler/Hilliard Lyons, a Robert Baird Company, to discuss what they have seen among their clients who are getting ready for retirement.

Todd and Grant talk about the importance of spending money that you have saved throughout your life, in order to create the lifestyle that you want in your retirement years, as well as how long-term care can impact the assets that you leave behind.

They discuss the retirement planning industry and the importance of the trust of a client. Joe highlights the importance of having a financial planner who wishes to help their clients to the best of their abilities, and Todd talks about where to find this type of advisor in their community.

Todd and Grant describe how financial planning services are billed, as well as the emotions involved in financial planning.

Tags: 401k, 401k plan, best states to retire, early retirement, ira account, ira calculator, ira retirement, retire online, retirement, retirement calculator, retirement plan companies, roth ira, social security retirement benefits, traditional ira, traditional ira calculator
Share this entry
  • Share on Facebook
  • Share on Twitter
  • Share on Pinterest
  • Share on LinkedIn
  • Share on Tumblr
  • Share on Vk
  • Share on Reddit
  • Share by Mail
https://joecordell.com/wp-content/uploads/2020/04/ElderTalk_Horiz-WhiteOnBlue.png 1501 3001 Abby Johns https://joecordell.com/wp-content/uploads/2024/07/joseph-E-cordell-logo-1-300x43.png Abby Johns2019-08-31 15:00:442019-08-31 15:00:44Managing Finances and Retirement [Episode 115]
You might also like
Making Spending Adjustments for Retirement [Episode 118]

Recent Posts

  • What Brian Wilson’s Mental Health Struggles Teach Us About Protecting Loved Ones – PT1 – EP181 – LTA
  • Reigning Champ: How Did George Foreman Protect His Millions? – PT2 – EP 180 – Life’s Third Act
  • Reigning Champ: How Did George Foreman Protect His Millions? – PT1 – EP 179 – Life’s Third Act
  • Ivana’s Estate Plan: What It Reveals About Wealth, Divorce, and Legacy – PT3 – EP 178 – LTA
  • Ivana’s Estate Plan: What It Reveals About Wealth, Divorce, and Legacy – PT2 – EP 177 – LTA

Recent Comments

  • A WordPress Commenter on Hello world!
  • Anonymous on A nice entry

Archives

  • July 2025
  • June 2025
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2016
  • August 2014
  • May 2014
  • February 2014
  • December 2013
  • February 2013
  • January 2013
  • August 2012
  • May 2012
  • February 2011

Categories

  • ElderTalk
  • Life's Third Act
  • News
  • Personal
  • Podcasts
  • Uncategorized
© Copyright - Joseph E. Cordell - Enfold Theme by Kriesi
  • Cordell & Cordell
  • Podcasts
  • Meet Joe
  • Books
  • Photo Galleries
  • Contact
Monitoring Brain Health with Dr. Wendy Suzuki [Episode 114]Caregiving for an Alzheimer’s Patient [Episode 116]
Scroll to top