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Making Spending Adjustments for Retirement [Episode 118]
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.
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By Life's Third Act
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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.