Life's Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders welcome back Certified Financial Planner Todd Oetken.  Mr. Oetken explains how people can maintain financial security as well as manage their finances during COVID-19.  For more information on Mr. Oetken and the services offered by RW Baird, visit  https://therobertsgroup.rwbaird.com/team/todd-oetken .

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Premiere Home Health Care CEO Ann Aliben for a discussion on the specific health challenges facing aging adults in 2020.  Ms. Aliben explains the services offered to communities and individuals by Premiere Home Health Care and how that has gotten more challenging during the COVID-19 pandemic.  As COVID-19 cases have surged, t...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to review some of the most common mistakes that are typically made in estate planning and elder law.  The panel discusses the factors that often lead to these missteps, the consequences of the mistakes, and what you can do to avoid them. 

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 are joined by Dr. Kaori Sakurai , Assistant Professor from the Division of Geriatrics and Nutritional Science at the John T. Milliken Department of Medicine at Washington University’s School of Medicine in St. Louis. They discuss health issues related to the COVID-19 pandemic and how the senior population has navigated these challenges. Dr. Sakurai...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to discuss many of the missteps that people make when estate planning. This not only includes mishandled estate planning documents, but also includes failing to create estate planning documents altogether. Missy describes the biggest problem with only creating a will, as opposed to a comprehens...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Peter Lazaroff, co-Chief Investment Officer for Plancorp, to discuss steps to early retirement. They dive into Peter’s book, “Making Money Simple” as well as the plight of clients who want to retire on their schedule. Peter describes the “four percent rule” as a financial rule of thumb, while both flawed and dated. He talks about the...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Dr. John Morley from St. Louis University’s Division of Geriatric Medicine to discuss wearing a mask, as well as other ongoing issues surrounding the COVID-19 pandemic. Dr. Morley highlights how government response to COVID-19 may require a lockdown and how the use of masks and employment of social distancing are effective means in p...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by certified financial planner John Gallia, of Gallia Wealth Management Group to discuss ways to navigate investments and retirement amid the COVID-19 pandemic. John describes how the current political climate, as well as the 2020 Presidential Election, may affect the economic situations of clients, who are looking to retire. He also di...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao, as they highlight the importance of reviewing a checklist of necessary estate planning documents when creating an estate plan. They go over how the effects of the COVID-19 pandemic have evolved over time for estate planning attorneys and how they assist their clients, who are looking to create plans for...

Don O'Brien, of the Better Business Bureau, rejoins ElderTalk with TuckerAllen to break down scams involving timeshare properties.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Smallwood, president of Smallwood Wealth Management and author of “It’s Your Wealth – Keep it: The Definitive Guide to Growing, Protecting, Enjoying, and Passing on Your Wealth,” to discuss ways of overcoming financial pressures amid the COVID-19 pandemic. They highlight how lifetime events that occur in the financial market can c...

Jill Enders is joined by TuckerAllen attorney Missy Shands Manning to discuss Medicaid planning as a method of asset protection, while paying for long-term care. Missy explains what a Medicaid asset protection trust, or irrevocable trust, is and how it functions to protect what you put in it, in order to allow you to qualify for Medicaid. She talks about the ins and outs of the five-year lookback...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Friendship Village President and CEO Terry Walsh and Friendship Village Chesterfield’s Executive Director and Chief Strategy Officer Carmen Fronczak to discuss the trend of seniors in the St. Louis area moving into assisted living and memory care facilities amid the COVID-19 pandemic. The group discusses the grand openings of state-of-...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao to break down methods of utilizing estate planning for charitable giving. They highlight how a bequest in a will or trust offers informative instructions on how much money is being given and to what charity. Joe and Teresa highlight the risks involved when the correct legal name of the charity is not u...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Better Business Bureau investigator Don O’Brien. The group discusses reverse mortgages and how seniors can utilize them, in order to gain access to the equity of their home. Don explains how the amount of cash is determined with a reverse mortgage, as well as how to navigate some of the fees and conditions that may be associated with...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Todd Oetken, financial advisor and Certified Financial Planner for R.W. Baird to discuss how to navigate financial planning amid the COVID-19 pandemic. As the pandemic has continued, there continues to be economic consequences that seniors have to face, when looking to invest. Todd highlights how these circumstances may impact the fi...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao to discuss common missteps that people make when creating and executing estate planning documents. Teresa describes what it means to die intestate and how the legal process navigates those who do die intestate. She identifies issues that can occur if someone dies with only a will in place and also naviga...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Louis Wray, founder and Wealth Manager of Vine Wealth Management to discuss how to navigate the stock market amid the COVID-19 pandemic. They break down the effects of the pandemic on the economy and how to project the future, amid the chaos. Louis looks into 2021 and offers his insight on the stock market and economy’s future. Louis...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Chris Orestis, president of LifeCare Xchange and author of “Help on the Way” and “A Survival Guide to Aging”. They discuss ways seniors can both pay for long-term care and protect their bank accounts and identities from potential threats. Chris breaks down how a long-term care life settlement can be a solution to long-term care expense...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Phil Ruben, director of the St. Louis Senior Olympics. The St. Louis Senior Olympics is a Masters-style athletic competition that promotes the health and wellness of men and women by providing them with opportunities to participate in competitive sports and social events. The annual event is organized by the Jewish Community Center and...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao, as they continue their discussion about paying for long-term care. They highlight the social stigmas associated with utilizing Medicaid planning, in order to receive Medicaid for long-term care costs. Teresa breaks downs the ins and outs of the look-back period involved in preplanning and crisis plann...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao to begin a two-part discussion on long-term care. They highlight how mid- and higher-income brackets can qualify for Medicaid, in order to pay for long-term care through Medicaid planning. Teresa and Joe break down how the utilization of irrevocable trusts can protect your assets, making them inaccessi...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by behavioral finance expert and author Ande Frazier to discuss how to reestablish financial stability and security amid the COVID-19 pandemic. They talk about Ande’s background in the financial field and how her father’s ministry has helped those seeking financial advisement. Ande discusses her book “Financially Free: 11 Conversations to...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Nir Barzilai, author, aging expert, founder of the Institute for Aging Research at the Albert Einstein College of Medicine, and Scientific Director of the American Federation for Aging. They discuss what steps seniors can take to protect themselves from exposure to COVID-19, while combating aging. Dr. Barzilai details a drug that m...