Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Todd Oetken, financial advisor and Certified Financial Planner for R.W. Baird to discuss how to navigate financial planning amid the COVID-19 pandemic.
As the pandemic has continued, there continues to be economic consequences that seniors have to face, when looking to invest. Todd highlights how these circumstances may impact the financial landscape of both the end of 2020 and the beginning of 2021.
He describes concerns he is hearing from clients, regarding their financial futures and offers general tips on what financially to do during this stage of the pandemic.
Todd also talks about the spending habits of seniors and how, amid the pandemic, they should be adjusted to reflect the current COVID-19 crisis. He highlights the importance of a retirement plan and how creating one before you reach the age of retirement is vital for a financially solvent retirement.