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Managing Finances and Retirement [Episode 115]
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.
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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 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.