Life's Third Act

Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Bill and Nancy Thomas, owners of Bill Thomas Camper Sales, along with Bill and Nancy’s daughter, Billi Jo Eubank. Together the group discusses the background of Bill Thomas Camper Sales, why Bill and Nancy chose an Airstream for their retirement travels, and how RV ownership has begun increasing in the US. Ms. Albers also takes a trip...

TuckerAllen estate planning attorney, Nina Windsor, returns to this week’s episode of Life’s Third Act. Attorney-CPA Joe Cordell sits down with Ms. Windsor to discuss how a divorce could potentially impact your estate plan. Often, estate plans are forgotten about in the event of a divorce and are not addressed until some time later. It’s important to make sure you cover all of your bases while goi...

Jill Enders welcomes David A. Smith back to the show. The author and longtime senior living expert, who co-founded Gatesworth Communities in St. Louis joins our hosts to take a deep dive into his book, “It’s About Time!” Growing up Mr. Smith knew he always wanted to do something “heroic” with his life. In this episode, our hosts sit down with the author of “It’s About Time!” to discuss...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney, Nina Windsor, to discuss including pets in an estate plan. Ms. Windsor discusses the difference between Pet Custodians and Pet Trusts, explains the steps for helping a client who wants to include a pet in their trust, and talks about how often this type of request is made. She also breaks down what...

Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis. Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career to what it’s like owning the family business. If you have a...

Attorney-CPA Joe Cordell and co-host Jill Albers continue their discussion regarding the value of planning ahead by putting together a comprehensive estate plan. Many individuals take a piecemeal approach to estate planning and that tends to provide less control and can leave you and your loved ones more vulnerable compared to putting together a comprehensive estate plan. Mr. Cordell and Ms. Alber...

Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more. Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there could be changes to the tax percentages and tax t...

Attorney-CPA Joe Cordell discusses the dangers of leaving behind an inheritance that the recipient receives access to all at once. Mr. Cordell discusses the case of the NXIVM cult in which two of the cult’s members were the recipients of a family fortune at the age of 18, which led to increased involvement in the cult. Mr. Cordell uses the story to illustrate the importance of responsible es...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author and longtime senior living expert who co-founded Gatesworth Communities in St. Louis. Mr. Smith discusses the financial benefits of living in a senior community, how to use equity from your home to generate income, empowering seniors, senior loneliness, trends in leasing, feedback he’s gotten regarding his book,...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor for the conclusion of their conversation about common mistakes people make regarding estate planning. In this episode, Ms. Windsor discusses the mistake of not checking in with your attorney when you have funding questions or when things change. Additionally, she explains why it is a mi...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to continue their conversation about common mistakes people make regarding estate planning. Some of the mistakes they review include failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or thro...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss some of the most common mistakes people make when putting together an estate plan. Ms. Windsor discusses failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate pla...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” and longtime senior living expert who co-founded and manages the Gatesworth Communities in St. Louis. Mr. Smith discusses what motivated him to transition from attorney to the senior living industry, his biggest challenges when making the career transition, the latest trend...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gail Zugerman, host of the podcast Growing Old With Gusto. Ms. Zugerman discusses how her career in marketing served as a springboard for her senior-focused podcast, her tips for changing your attitude as you age, misconceptions about growing old, main concerns seniors have about aging, whether she believes attitude regarding aging are...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by George Jerjian, a mindset mentor, author, and speaker to discuss the importance of heading into your retirement years with a positive mindset and outlook. Mr. Jerjian discusses how he was given six months to live at age 52 and how that was a turning point in his life, his PSYCH-K method, myths about retirement, the difference a spirit...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of The Senior Learning Institute to discuss reasons not to sell a home as-is and the value of investing in a home warranty. Mr. Gottlieb discusses his background, why it is unwise to sell a home as-is to an investor, circumstances for selling as-is, tips for selling a home, w...

Attorney-CPA Joe Cordell and co-host Jill Enders discuss the importance of having a disaster recovery plan in place in the event of a sudden emergency. Many people do a great job of planning for a gradual loss of health, but often overlooked is having a plan for an unexpected catastrophic event that leaves you incapacitated such as a heart attack or car accident. Mr. Cordell and Ms. Enders review...

Jill Enders is joined by TuckerAllen estate planning attorney Nina Windsor to discuss estate planning for blended families. Ms. Windsor discusses the challenges of estate planning for blended families, the importance of updating estate plans after marriage or divorce, whether you should have a joint trust with your spouse or individual revocable trusts, the importance of not relying on your spouse...

Jill Enders is joined by Richard Mark, Chairman and President of Ameren Illinois, to discuss his career and recent decision to retire. Mr. Mark, who has had a distinguished 20-year career in the energy sector and 45 years of business and civic leadership, recently announced his intention to retire on Aug. 1, 2022. He discusses his reasons for retiring, what he will miss most about his job, what ma...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brenton Dearing, Certified Financial Planner and Founder and President of Wealth Ambassadors, to discuss retiring in 2022 in the midst of an unstable economy. Mr. Dearing discusses the Federal Reserve’s recent decision to raise interest rates by three-quarters of a point, whether he thinks we are heading for a recession, recommendation...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss how to respond when forced to deal with a trustee who fails to fulfill their fiduciary duties. Ms. Windsor reviews the differences between an Agent under Power of Attorney and a trustee who is acting while someone is incapacitated, the obligations of a trustee to the heirs, t...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brett Stehl, Certified Financial Planner and St. Louis-based Institutional Consultant for Goelzer Investment Management of Indianapolis, and Don Hutchinson, Managing Director of Institutional Advisory Services at Goelzer Investment Management. They talk about financial planning in an economy hit by inflation. Mr. Stehl and Mr. Hutchins...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Daryl Tegtmeier, owner of Epoch Family Wealth, to discuss financial planning for clients of family-owned businesses. Mr. Tegtmeier discusses his background and the history of Epoch Family Wealth, how his father inspired him to pursue this specific type of financial planning, the steps to creating a plan for these types of clients, the...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, Investigations Manager with the Better Business Bureau, to review common warm weather scams to avoid during the spring and summer season. Mr. O’Brien discusses landscaping scams, scams related to storm chasing, tips for avoiding warm weather scams, how family members can help protect their older relatives from scams,...

Jill Enders is joined by Joyce Graham, the 2022 winner of the Ms. Senior Missouri America Pageant, and Susan Pellegrino, the Ms. Senior Missouri American Pageant producer and runner-up contestant in the 2014 contest. Ms. Graham discusses what led her to enter the pageant, the support she received from friends and family, the crowning moment, her life philosophy, what she liked best about being a c...