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.