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.