Life's Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau for the first of a two-part series discussing the most essential things you need to know about Medicaid as it relates to estate planning and elder care.  In Part I, Mr. Gau reviews the rules of Medicaid, including how the affluent can qualify for Medicaid, how Medicaid laws work, what terms like the “l...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Travis Freeman, Certified Financial Planner for the Moneta Group, to discuss how to research and do your homework when selecting a financial planner.  Mr. Freeman explains the qualifications consumers should look for when choosing a financial planner, the resources available to consumers when checking a financial advisor’s b...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb – certified senior advisor, realtor, and founder of The Senior Living Institute. Mr. Gottlieb discusses the ways seniors can simplify their lives by decluttering.  Mr. Gottlieb explains the services and resources available through The Senior Learning Institute, tips for seniors who decide to downsize, recommenda...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ric Edelman, founder of Edelman Financial Engines, the author of several personal finance books, and the host of a weekly personal finance talk radio show called The Ric Edelman Show.  Mr. Edelman is a legend in the financial world. He’s the co-founder of Edelman Financial Engines, New York Times bestselling author, and talk show...

Attorney-CPA Joe Cordell and co-host Jill Embers are joined by TuckerAllen attorney Jim Gau to break down incentive trusts and how the function in terms of estate planning.  Mr. Gau explains what an incentive trust is and provides examples of how it can be used, explains what can go wrong with incentive trusts, discusses the potential cost of an incentive trust, and more.  If you are won...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird, to discuss the biggest and mistakes people make when choosing a financial advisor.  Mr. Oetken explains how some of the most common missteps people make with this decision can have major consequences such as hiring an advisor who is not a fiduciary, hir...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Peter Lazaroff, who is co-chief investment officer for Plancorp. His first book, “Making Money Simple,” was published just last year. Peter also regularly writes for Forbes and The Wall Street Journal. Mr. Lazaroff often blogs about investing in Bitcoin and gold and he joins the show to discuss whether these are prudent investments for...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ron Battelle, retired Chief of St. Louis County Police. He currently serves as Executive Director for The BackStoppers, which provides ongoing needed financial assistance and support to the spouses and dependent children of fallen police officers, firefighters, volunteer firefighters, and publicly funded paramedics and EMTs. In this on...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Phil Ruben, Development Manager for the Jewish Community Center, to talk about the return of the St. Louis Senior Olympics.  The St. Louis Senior Olympics, which were canceled last year due to the COVID-19 pandemic, are a Masters-style athletic competition that promotes the health and wellness of men and women by providing them wi...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner Andre Frazier. Ms. Frazier is an expert in behavioral finance and the Forbes Book author of “Financially Free: 11 Conversations To Have With Yourself About Life, Money, And Worth.” Ms. Frazier was named one of Bristol’s “Who’s Who Among Distinguished Professionals and Executives” and “Top 100 in Finance for...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, Investigator with the Better Business Bureau, to discuss some of the scams to be on the lookout for as the weather warms.  Spring is the season for unpredictable weather, and natural disasters like tornadoes, hurricanes, flooding, and wildfires sometimes bring out contractors looking to take advantage of people...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Warren and Mark Dwyer of the Rehabilitation Institute of St. Louis. Ms. Warren serves as Chief Nursing Officer of the Rehabilitation Institute while Mr. Dwyer is the CEO and they discuss how the services their organization offers have been affected over the last year by the COVID-19 pandemic. Ms. Warren and Mr. Dwyer discuss the ch...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Gallia, CFP of Gallia Wealth Management Group to discuss the landscape of retirement planning in 2021.  Mr. Cordell and Ms. Enders chat with Mr. Gallia about the biggest issues to consider when planning for retirement in 2021. This includes his concerns about how the Biden administration will impact retirement planning, how t...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Kathy Blattel, financial director of Twin Oaks Senior Living, along with her 87-year-old mother and founder of Twin Oaks, Mary Ann Huber, who is now a Twin Oaks resident. Ms. Blattel and Huber discuss how Twin Oaks is celebrating its anniversary, the growth of the community since it started in 1981 , what it was like for a woman to bui...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Sharon and Jeff Balleau, owners of Transitions for Senior Living to discuss how to go about finding living facilities for loved ones as they age.  Mr. and Mrs. Balleau offer personalized services for helping families with this transition. They meet with seniors and their families to discuss their needs and understand the care that...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by author Janet Blazer to discuss how to plan for retirement if you plan on spending your golden years in a new location.  Ms. Blazer was a journalist in California but at age 50 decided to move to Mazatlán, Mexico, to start a publication and spend her retirement years.  Moving to a new place and starting a new adventure in...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao discuss the biggest estate planning concerns that people are facing in the first few months of 2021.  As the COVID-19 pandemic and political turmoil of 2020 heated up, many people took steps to make sure their estate was in order for the future. Now we check in to see what people are worried about a...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, for the conclusion of their two-part conversation concerning market projections for 2021.  With a new administration in Washington, D.C., there is much uncertainty over how potential new legislation will affect the economy and what that will mean for personal financ...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, to discuss what impact the Biden Administration might have on taxes and how that will affect the broader economy.  There has been speculation that the new administration will raise the corporate tax rate after it was lowered from 35% to 21% after the Tax Cuts and Jo...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined once again by Certified Financial Planner Todd Oetken to discuss how to manage your finances and plan for the future when there is so much uncertainty and turmoil across the world.  Over the last year, the COVID-19 pandemic and political upheaval has cast doubt over what the economy is going to look like even in the immediate fu...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Jay Bhattacharya, Stanford University professor and physician, and co-author of The Great Barrington Declaration, to discuss a variety of the issues surrounding COVID-19 and the pandemic as a whole. Dr. Bhattacharya breaks down the insights and motivations that led to the creation of The Great Barrington Declaration and how the loc...

Attorney-CPA Joe Cordell and co-host Jill Enders talk with Better Business Bureau Investigations Manager Don O’Brien about some of the dangers seniors can encounter when exploring the online dating world.  There are numerous online schemes that target the elderly, including romance scams. The panel discuss one incident that recently occurred in St. Louis in which Hammed Akande conned at least...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Senior Estate Planning Attorney Missy Shands Manning to discuss how your estate plan can impact your taxes and vice versa.  The panel reviews the most essential need-to-knows concerning estate planning and taxes such as how trusts are taxed, how to set up a charity to offset your tax burden, the death tax, and more.  If you h...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen Senior Estate Planning Attorney Missy Shands Manning to discuss why it is a good idea to make estate planning a priority in the new year.  Many new-year to-dos and goals end up going by the wayside as the year progresses, and estate planning is no different. However, making sure your plan is in order is vital and somet...

On this week’s episode, Attorney-CPA Joe Cordell and co-host Jill Enders focus answering the following question: How do we live longer to enjoy life further? Joining them this week is Dr. Luigi Fontana from the University of Sydney. Dr. Fontana is a leading researcher in the fields of preventative medicine, healthy longevity, nutrition, exercise training, and the mechanisms of aging. He is also th...