Life's Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner John Wehmer, of Cornerstone Wealth Management, as they discuss some of the financial repercussions of the COVID-19 pandemic. They talk about the stress that financial uncertainty can cause during this pandemic, as well as how possible unemployment may affect a client’s financial situation. John talks about n...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao to highlight the importance of financial planning for long-term care through Medicaid, on this episode of ElderTalk with TuckerAllen. They describe the qualification process of qualifying for Medicaid and emphasize the ability that you have, in protecting your life’s work for your loved ones while stil...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Ann Warren, Chief Nursing Officer of Encompass Health, and Mark Dwyer, CEO of the Rehabilitation Institute of St. Louis, to discuss the challenges that COVID-19 has created for their patient care. They highlight many of the various health elements that still are present amid the pandemic, as well as the learning curve that has develo...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao to discuss estate planning and elder law mechanisms that you need to have in place, in order to maintain confidence with your future plans. Teresa emphasizes the importance of having a plan in place and how the COVID-19 pandemic has acted as a reminder of it. She describes how personal the estate plann...

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 the next steps that people need to take, as the St. Louis area begins to reopen amid COVID-19. Dr. Morley emphasizes the importance of wearing a mask and protecting those vulnerable and elderly from public exposure. He also highlights recent CDC res...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by financial advisor John Gallia of Gallia Wealth Management to discuss the impact of the pandemic on financial planning. They highlight the economic highs and lows of the COVID-19 pandemic and how they have affected financial planning. They talk about different industries and how they have been impacted, as well as whether or not we shou...

Attorney-CPA Joe Cordell and co-host Jill Enders discuss different types of responses to the Coronavirus (COVID-19) pandemic across the United States. They also talk about Sweden’s health response, in juxtaposition to this country. Afterward, they are joined by Premier Home Health CEO Ann Laiden, as they discuss Premier Home Health’s services and how they assist seniors. Ann talks about her and he...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao, to discuss so many of the health risks associated with those vulnerable to the Coronavirus (COVID-19). They talk how physical conditions and temperaments play a factor in contagion levels around the United States, as well as around the world. Joe, Jill, and Teresa highlight issues around the state and...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Wealth Advisors and Certified Financial Planners  Todd Oetken of R.W. Baird, to break down how the Coronavirus (COVID-19) pandemic has affected the practice of financial planning. Todd talks about his interactions with clients and how the shelter-in-place orders have affected his clients (2:30), as well as how the market has imp...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by wealth manager Louis Wray, of Vine Wealth Management, to discuss the impact of the Coronavirus (COVID-19) pandemic on financial planning. They talk about the current financial planning mindset amid the pandemic (4:53), as well as the consequences of dipping into your retirement early when you have financial concerns during this uncerta...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao, to talk about the application of estate planning, as it relates to the current Coronavirus (COVID-19) pandemic. They talk about the importance of having your estate planning documents in place, so that decisions can be made on your behalf, in case of your incapacitation (3:29). Teresa highlights what ca...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. John Morley, of St. Louis University’s Division of Geriatric Medicine, to break down the Coronavirus (COVID-19) pandemic, as it relates to the most vulnerable: seniors and those with compromised immune systems. He talks about the differences between the current pandemic and past epidemics (7:38), as well as lifestyle suggestions fo...

Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by the Better Business Bureau’s Don O’Brien to break down all of the potential scams that seniors could be vulnerable to during the Coronavirus (COVID-19) pandemic. Don highlights how scammers are utilizing the headlines of the news, in order to capitalize on the fear that the pandemic has inspired. He talks about how Facebook ads has b...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Peter Lazaroff, CIO, CFA, CFP of Plancorp, as they discuss the financial and economic implications of the Coronavirus pandemic. They talk about Peter’s background and what Plancorp does (4:30). Peter explains the impact that the Coronavirus has had on the United States market (5:01) and how the economy in both Italy and China have proc...

Attorney-CPA Joe Cordell and co-host Jill Enders dive into the topic of the coronavirus. They talk about their own experiences at restaurants and grocery stores, before diving into how it can affect seniors and their families. Joe and Jill highlight some of the necessary estate planning documents that seniors need to have in place. Joe emphasizes the need for a durable Power of Attorney (4:19), an...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by International Living Magazine editors Suzan Haskins and Dan Prescher to talk about the magazine and its history (2:10). Suzan and Dan break down the factors that go into creating the Annual Global Retirement Index (4:46), as well as the quality of health care internationally and how that factors into the decision to retire outside of t...

Attorney-CPA Joe Cordell and co-host Jill Enders talk about the importance of not cutting corners in your estate planning, on this episode of ElderTalk with TuckerAllen. They emphasize why overpaying and getting it done thoroughly and correctly is better than underpaying and utilizing a form. They touch on each of the moving parts that you need to take care of, while you still are able to do so, s...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Maggie Simpson, of the St. Louis Activities Center , as they talk about what activities and services are available for seniors in the St. Louis metropolitan area. Maggie describes the importance of socialization among seniors, and especially senior men, within the St. Louis Activities Center community. She talks about the holiday activ...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by attorney Jessica Jax, on this edition of ElderTalk with TuckerAllen. On this episode, Jessica joins Joe and Jill to discuss the recent merger of Cordell Planning Partners and TuckerAllen, as the new firm looks to assist clients with their plans for the future. The group talks about the primary to-do items that people need to have in pl...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner John Gallia, of the Gallia Wealth Management Group in Creve Coeur, Mo., to discuss the importance of financial planning as you age. John emphasizes evaluating what one aspect you feel is to be improved on in your financial plan and devoting time and effort to work on it. John highlights the importance of see...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Libby Travers, of Meals on Wheels, to discuss the history of their organization and their ability to provide food and outreach for the St. Louis metropolitan area. They discuss how the organization gets its food from hospitals and nursing homes, as well as the organization’s ability to check-in on the recipients, in order to make sure...

Attorney-CPA Joe Cordell and co-host Jill Enders highlight why it is important to be cautious and discerning when choosing someone to represent your interests when signing a Power of Attorney document. With all of the scams and potentially negative behavior that seniors can be vulnerable to, it is necessary to entrust your health, finances, and decision-making abilities in the event of your inabil...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, of the Better Business Bureau, to discuss fraud and methods of deception that seniors may become victims of. He breaks down how social media and other newer forms of communication can cause scams to spread, forcing seniors to be wary of potential fraud situations. They talk about the misplacement of trusts in older generat...

Attorney-CPA Joe Cordell and co-host Jill Enders break down the fundamental elements of planning for retirement. They highlight the importance of making responsible financial choices throughout your life, in order to create the assets necessary for a comfortable retirement. They discuss the difference between occasional saving and being frugal all of the time, as well as how the ideal of deferred...

Attorney-CPA Joe Cordell and co-host Jill Enders discuss the innovations and intricacies involved in electronic wills. They currently exist in the state of Florida, and given the prevalence of esignatures, this digital innovation adds convenience to the state planning process. Joe highlights how maintaining locatable documents is an essential part of the process, after a will is drafted, as well a...