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Joseph E. Cordell

Attorney, CPA, Author, Speaker

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Navigating Long-Term Financial Planning [Episode 48]

March 5, 2018 by jceditor

Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk to discuss investing and retirement with attorney-CPA Joe Cordell and cohost Susan Arthur. He explains the importance of building an estate plan and looking long-term.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/Elder-Talk-03-03-2018.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: 403b retirement, best retirement investments, buying an annuity, happy retirement, office of retirement services, retirement income, retirement planning calculator, social security early retirement, stretch ira

Retirement Living Decisions [Episode 32]

October 2, 2017 by jceditor

Attorney-CPA Joe Cordell and Susan Arthur discuss decision factors that come into play when determining where to live during your retirement years.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/Elder-Talk-09-30-2017.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: 403b retirement, best retirement investments, buying an annuity, happy retirement, office of retirement services, retirement income, retirement planning calculator, social security early retirement, stretch ira

Ensuring You Thrive In Retirement [Episode 6]

March 11, 2017 by jceditor

With careful planning and smart strategies, it’s possible to have plenty of happy and fruitful retirement years. Mark Werner, wealth manager for the Carillon Group, gives tips to ensure you thrive in your retirement years.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/Elder-Talk-03-11-2017.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: 403b retirement, best retirement investments, buying an annuity, happy retirement, office of retirement services, retirement income, retirement planning calculator, social security early retirement, stretch ira

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