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    Managing Finances and Retirement [Episode 115]

    You are here: ElderCare Law > Articles > Managing Finances and Retirement [Episode 115]
    Joe Cordell speaking into a microphone for ElderTalk podcast

    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.

    Managing Finances and Retirement [Episode 115]
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    eldercaredev August 31, 2019 Podcasts
    • ← Monitoring Brain Health with Dr. Wendy Suzuki [Episode 114]
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    Life's Third Act
    Life's Third Act
    Welcome to Life’s Third Act, hosted by attorney and CPA Joe Cordell. We explore the fascinating lessons learned from celebrity estates, uncovering insights into estate planning, wealth management, and family dynamics. Through the triumphs and pitfalls of high-profile legacies, we delve into the stories that shape lasting legacies and inspire smarter planning for the future.

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    From Vaudeville to Victim: An Icon Swindled By His Own Stepson – Part 1 – Ep 134
    by Life's Third Act

    In the latest episode of Life’s Third Act, host Joe Cordell delves into the legacy of one of America’s most prolific actors of all time, Mickey Rooney. Having starred in over 300 pictures, ranging from the silent film era to the digital age, Rooney is remembered for his lifetime of work and memorable performances. Notable films include “Boys Town”, “The Black Stallion”, and “Night at The Museum”.

    Despite being one of MGM’s most successful actors, Rooney was left virtually broke later in his life. Even though he had a colorful and illustrious career, Rooney’s finances and estates painted a rather tragic picture. Tune in for part two to discover how the acclaimed star went on hard times at the hands of his own family.

    If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.

    https://www.youtube.com/@tuckerallen3006?sub_confirmation=1

    Watch now to learn about the life and estate of legendary actor Mickey Rooney. Explore his career, personal life, and estate planning advice in this informative video. Delve into topics such as Mickey Rooney’s death, movies, spouse, and children, and gain valuable insights into estate planning. Don’t miss out on this opportunity to educate yourself on the fascinating legacy of Mickey Rooney.

    #MickeyRooney #EstatePlanning #MickeyRooneyMovies

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