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Joseph E. Cordell

Attorney, CPA, Author, Speaker

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Making Spending Adjustments for Retirement [Episode 118]

September 28, 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 a variety of topics related to financial planning and retirement.

They talk about what potential clients consider when choosing a financial advisor, as well as the intimate conversations that are required for financial planners, in order to get the full scope of a client’s unique situation.

Todd highlights how various aspects of one’s health and how they interact with their job before retirement affect what they choose to do after they retire. They also dissect the challenges involved in dealing with debt while attempting to retire.

Todd and Grant encourage accountability in spending, in order to assist in saving for retirement, as well as advocating the inclusion of the children in financial and retirement planning. They talk about the responsibility of the client, in having these types of challenging conversations about finances before anything traumatic occurs, so that family feuds can be avoided.

Todd and Joe discuss the benefits of children stepping in when parents reach senior ages and assist them in their day to day life, including with financial matters. Grant also talks about what occurs when a client does not have children or does not have children that live nearby.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/ToddSauter-ElderTalk9-28-19.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: average retirement income, early retirement, retirement age chart, retirement age in the us, retirement budget, retirement income, retirement money, what is the average retirement income

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

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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

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