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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Life's Third Act
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Latest episode
Aug 14, 2024
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Episodes
Planning for a Successful Retirement [Episode 229] 14.12.2021 43:49
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by James Conole, Certified Financial Planner and founder of Root Financial Partners in San Diego. He’s also the host of the “Ready for Retirement” podcast. Mr. Conole chats with the hosts about creating a sound portfolio to help plan for a successful retirement. He discusses his background and how he discovered his...
Musical Entertainment in Senior Communities [Episode 228] 08.12.2021 22:12
Jill Enders is joined by Ken Roberts, Army veteran and entertainer, to discuss his love of music and providing entertainment for the senior community. Mr. Roberts currently performs at independent and assisted living facilities as well as church gatherings, fairs, fundraisers, class reunions, birthday parties, anniversary parties, and wedding receptions. He talks about his lifelong passion f...
Foundations of a Retirement Community [Episode 227] 27.11.2021 1:09:13
In this installment of ElderTalk, Attorney-CPA Joe Cordell and co-host Jill Enders sit down with CEO and Executive Director of Twin Oaks Senior Living Tim Blattel to talk about the ins and outs of overseeing a family owned and operated business. Mr. Blattel dives into the history of Twin Oaks, the facility’s business model, opening an affordable living community, and how they plan to celebrate 40...
Staying Fit During the Holidays [Episode 226] 20.11.2021 44:42
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Jennifer Coverdale, senior fitness expert with Chesterfield Family YMCA to discuss tips for staying healthy and fit through the holiday season. Ms. Coverdale talks about ways to avoid falling off the workout wagon, ways to hold yourself accountable, how she helps her clients stay on track through the holidays, how to avoid weight...
Tips for Navigating Your Golden Years – Part 2 [Episode 225] 13.11.2021 53:46
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 for the conclusion of a two-part discussion about navigating your golden years so you get the most out of retirement. Mr. Gottlieb discusses his recommendations when it comes to finding a retirement community, how much seniors can expect...
The Best Exercises for Seniors [Episode 224] 06.11.2021 25:22
Jill Enders is joined by Jo Fountain, fitness expert with the Jewish Community Center, to discuss the health benefits of exercise for seniors. As people age, fitness routines often go by the wayside, but Ms. Fountain emphasizes the importance of continuing to exercise, regardless of age, to maintain an enjoyable quality of life. Ms. Fountain discusses how the loss of balance and muscle can n...
How to Protect Your Nest Egg From Inflation [Episode 223] 30.10.2021 1:07:37
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and Wealth Manager of Vine Wealth Management, to discuss strategies to help protect your retirement savings from inflation. Mr. Wray discusses the threat of inflation on a retirement plan, concerns about inflation he’s heard from clients, steps to take to protect your nest egg from inflation, the long-term out...
Tips for Navigating Your Golden Years [Episode 222] 23.10.2021 52:35
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 who offers tips on how to best navigate your golden years of retirement. Mr. Gottlieb discusses some of the upcoming seminars the Senior Learning Institute will be offering, which will cover such topics as putting a care plan together, c...
What You Should Know About Retiring Abroad [Episode 221] 16.10.2021 54:10
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Janet Blaser, author of “Why We Left: An Anthology of American Women Expats.” Ms. Blazer is 65 and retired, living in Mazatlán, Mexico. She left California at age 50 to live in Mexico. She joins the show to discuss international retirement and what someone needs to know if they are considering retiring abroad. She reviews her own story...
The Britney Spears Conservatorship Battle Part II [Episode 220] 09.10.2021 52:19
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the ongoing controversy regarding the conservatorship of former pop star Britney Spears. In this second part of a two-part discussion, the panel reacts to recent developments on the case, including reactions to Spears’ father stepping down, how Spears’ recent marriage will a...
Notable Retirees/Seniors: What’s Age Got to Do With It? [Episode 219] 02.10.2021 32:18
Jill Enders is joined by 106-year-old Virginia Leitner, reigning Ms. Senior Missouri Carolyn Schlueter, and Ms. Missouri Senior America Pageant Producer Susan Pellegrino for a wide-ranging discussion on the secrets to longevity. Each member of the panel talks about their background, major historical events they’ve lived through, their experience in the Ms. Senior Missouri and Ms. Senior Amer...
Making the Move to a Senior Living Community [Episode 218] 25.09.2021 41:03
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” Mr. Smith is also a longtime senior living expert who co-founded and continues to manage the Gatesworth Communities in St. Louis, Mo. Mr. Smith joins the program to discuss the transition that seniors make as they move from their homes to senior living communities. He discusses his own...
Tackling Retirement Planning [Episode 217] 18.09.2021 53:30
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Gallia, CFP of Gallia Wealth Management Group, to discuss common obstacles to overcome when planning for retirement. Mr. Gallia discusses the future of Social Security and Medicare, how to avoid short-sighted savings, how to overcome career setbacks, the best ways to pay down debt before retirement, and more. For more...
Sorting Through Pandemic Controversy [Episode 216] 11.09.2021 41:41
Jill Enders is joined by Dr. Jay Bhattacharya to discuss some of the controversy surrounding the COVID-19 pandemic. Dr. Bhattacharya is a Professor of Medicine at Stanford University and one of the authors of the Great Barrington Declaration. He is also a research associate at the National Bureau of Economics Research. Dr. Bhattacharya reviews the Great Barrington Declaration, his thoughts o...
Scholastic CEO Richard Robinson Leaves Family Out of Will [Episode 215] 04.09.2021 44:23
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the recent news regarding the estate of Scholastic CEO Richard Robinson, who unexpectedly left his family out of his will. Mr. Gau gives his reactions, discusses the legal options available to the Robinson family, explains the legal tactics that could be used to challenge th...
Preparing for the Last Five Years Before Retirement [Episode 214] 28.08.2021 50:13
Attorney-CPA Joe Cordell and co-host Jill Enders visit with Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird about how to prepare for retirement in the final five years of your career. The final five years before retirement might seem inconsequential, but they are arguably the most important as many of the decisions made during this stretch are not easily alterab...
The Britney Spears Conservatorship Battle [Episode 213] 21.08.2021 44:18
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the conservatorship case of pop star Britney Spears and how it relates to estate planning. Mr. Gau discusses the purpose of a conservatorship, the controversy surrounding the way the conservatorship has been used in the Spears case, the prevalence of conservatorship abuse, t...
Ms. Senior Missouri [Episode 212] 14.08.2021 37:11
Jill Enders is joined by reigning Ms. Senior Missouri Carolyn Schlueter. Ms. Schlueter discusses her inspiration for entering the Ms. Senior Missouri competition, her history competing in pageants, how her life has changed since being named Ms. Senior Missouri, her future plans, and more. For more information about the Ms. Missouri Senior America Pageant, visit: https://www.msmissouris...
The Return of St. Louis Senior Olympics – Part II [Episode 211] 07.08.2021 39:46
Attorney-CPA Joe Cordell and co-host Jill Enders are joined again by Phil Ruben, Development Manager for the Jewish Community Center, to continue their discussion about the return of the St. Louis Senior Olympics. The St. Louis Senior Olympics, which is sponsored by TuckerAllen, is a Masters-style athletic competition that promotes the health and wellness of men and women by providing them w...
Inflation and its Impact on Global Economics [Episode 210] 31.07.2021 1:06:31
Attorney-CPA Joe Cordell discusses a range of topics concerning inflation and its broader impact on global economics. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen. Click: https://tuckerallen.com/ Call: 314-335-1100
Summerville of St. Andrews – a New Adult Living Community in Eureka, Mo. [Episode 209] 24.07.2021 55:39
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, who is the President/CEO of St. Andrew’s Resources for Senior System. Ms. Ryan is nationally known for her expertise in senior housing and services. She is a past Chair of the Board of Directors of Leading Age, a charitable organization focused on education, advocacy, and applied research with over 6,000 no...
Estate Planning for Your Kids [Episode 208] 17.07.2021 57:15
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau to discuss how to put together an estate plan for your children. Mr. Gau explains what to keep in mind concerning estate planning depending on your child’s unique situation such as what steps need to be taken for a child with special needs, how to plan for a child with money problems, how to ensure yo...
How the Pandemic Has Impacted Home Health [Episode 207] 10.07.2021 49:53
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Laiben, CEO of Premiere Home Health, a veteran-owned Medicare certified skilled home health company. Ms. Laiben discusses how the COVID-19 pandemic has impacted her company and home health in general. She explains lessons learned from the pandemic in terms of providing services to clients, whether she would change anything ab...
2021 Financial Planning Outlook [Episode 206] 03.07.2021 57:36
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, Founder and Wealth Manager of Vine Wealth Management. The trio takes a look at what the pandemic has taught us about financial planning and what everyone should expect for the future of the economy. Mr. Way provides his insight on hot topics such as Bitcoin, investing in gold, retirement considerations, investments during i...
What You Should Know About Medicaid – Part II [Episode 205] 26.06.2021 1:07:10
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau for the conclusion of a two-part series covering the most important things to know about Medicaid as it pertains to estate planning and elder care. In Part II, Mr. Gau covers the process for preparing for long-term care, how an irrevocable trust provides asset protection, what happens if someone unexp...
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