• Skip to primary navigation
  • Skip to content

Joseph E. Cordell

Attorney, CPA, Author, Speaker

  • Cordell & Cordell
  • Podcasts
    • Episodes
  • Attorney-CPA
  • Meet Joe
    • Photo Galleries
  • Books & Media
  • Contact Us

Managing Finances and Retirement [Episode 115]

August 31, 2019 by jceditor

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.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/toddsauter-ElderTalk8-31-19.mp3

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS

Filed Under: ElderTalk, Podcasts Tagged With: 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

  • Cordell & Cordell
  • Podcasts
  • Attorney-CPA
  • Meet Joe
  • Books & Media
  • Contact Us

© Copyright | Joseph E. Cordell - 2023