Attorney-CPA Joe Cordell and co-host Jill Albers break down the fundamental elements to planning for retirement. They highlight the importance of making responsible financial choices throughout your life, in order to create the assets necessary for a comfortable retirement. They
The Changes in Saving for Retirement [Episode 128]
Attorney-CPA Joe Cordell and co-host Jill Albers discuss many of the changes that have occurred in the economy and how it affects the methodology of saving money and planning for retirement. They dive into the various forms of benefits that
Making Spending Adjustments for Retirement [Episode 117]
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.
Navigating Long-Term Financial Planning [Episode 48]
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.
Retirement Living Decisions [episode 32]
Attorney-CPA Joe Cordell and Susan Arthur discuss decision factors that come into play when determining where to live during your retirement years.
Ensuring You Thrive In Retirement [episode 6]
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.