Elder Talk

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 post Making Spending Adjustments for Retirement [Episode 116] appeared first on Cordell Planning Partners.