ElderTalk with TuckerAllen: Recent Episodes
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ElderTalk podcast offers smart strategies for seniors and an open forum for older adults with important questions about their future.
In the latest episode of Life’s Third Act, host Joe Cordell delves into the legacy of one of America’s most prolific actors of all time, Mickey Rooney. Having starred in over 300 pictures, ranging from the silent film era to the digital age, Rooney is remembered for his lifetime of work and memorable performances. Notable films include “Boys Town”, “The Black Stallion”, and “Night at The Museum”.
Despite being one of MGM’s most successful actors, Rooney was left virtually broke later in his life. Even though he had a colorful and illustrious career, Rooney’s finances and estates painted a rather tragic picture. Tune in for part two to discover how the acclaimed star went on hard times at the hands of his own family.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Watch now to learn about the life and estate of legendary actor Mickey Rooney. Explore his career, personal life, and estate planning advice in this informative video. Delve into topics such as Mickey Rooney’s death, movies, spouse, and children, and gain valuable insights into estate planning. Don’t miss out on this opportunity to educate yourself on the fascinating legacy of Mickey Rooney.
MickeyRooney #EstatePlanning #MickeyRooneyMovies
For part two of the Alan Thicke story, Joe Cordell journeys into the actor’s later career and his $40 million estate. It was no secret in the family that Thicke had spotted his third wife, model Tanya Callau, while hosting a TV show in Miami in 2005. Callau may have stayed with Thicke until his death in 2016, but that didn’t stop his children from taking his widow to court.
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In blended families its not unheard of for conflict to arise between the stepmother and the next of kin. Alan may have played the family man in “Growing Pains,” but a legal battle brewed in the family after his passing: specifically, between his living trust and prenuptial agreement. Find out what happens in this special series on stepmoms versus the kids, only on Life’s Third Act with Joe Cordell.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
Click: https://tuckerallen.com/
Call: (314) 335-1100
Join us for the gripping conclusion of our two-part series on Life’s Third Act. In Part 2, we continue the captivating journey into the life and posthumous events of baseball legend Ted Williams.
As we left off, the controversy surrounding Ted Williams’s final wishes took center stage, with cryonic preservation prevailing over cremation. Discover the dramatic resolution, the legally binding family pact confirming his desire for cryonics, and the impact on Ted’s family.
Join host Joe Cordell, Attorney/CPA, and researcher Marlea Parson as we delve into the world of cryonics and the lasting lessons about documenting end-of-life wishes. Don’t miss the riveting conclusion of Ted Williams’s incredible story on Life’s Third Act.
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
The post Ted Williams: Ensuring Specificity In Your Will – Part 2 – EP. 107 – Life’s Third Act appeared first on Joseph E. Cordell.
Join us on Life’s Third Act as host Joe Cordell, Attorney/CPA, and researcher Marlea Parson explore the remarkable life and the perplexing posthumous events of baseball legend Ted Williams in this two-part series. Part 1 delves into Ted Williams’s extraordinary baseball career, his Hall of Fame induction, and his service in World War II and the Korean War.
But the intrigue doesn’t stop there. In 2002, a shocking dispute emerged over Ted Williams’s final wishes. His will originally called for cremation, but his executor, Albert Cassidy Jr., claimed a surprising change to cryonic preservation. Part 1 unravels the legal complexities, family dynamics, and dramatic negotiations surrounding this extraordinary case. Join us as we journey through the legacy and controversies of Ted Williams, one of baseball’s greatest icons. Stay tuned for Part 2, where the saga continues.
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
The post Ted Williams: Ensuring Specificity In Your Will – Part 1 – EP. 106 – Life’s Third Act appeared first on Joseph E. Cordell.
Prepare for another deep dive into the intricacies of Michael Crichton’s estate with Attorney-CPA Joe Cordell and researcher Marlea Parson.
Renowned for his creation of Jurassic Park, Crichton’s posthumous narrative continues to captivate. Together, the duo will delve further into the complexities of his $175 million fortune following his unexpected passing in 2008. This saga involves tangled marital relationships, the emergence of a son born after the will’s creation, and a heated legal showdown between Crichton’s daughter and wife in California. The unfolding drama also encompasses the staggering $100 million auction of Crichton’s cherished art collection.
Join Mr. Cordell and Ms. Parson for a riveting conversation as they explore the legal battles, intricate family dynamics, and the enduring legacy of this literary legend.
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
The post Michael Crichton: The Omitted Child – Part 2 – EP. 105 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, in a deep dive into the estate planning of the late James Gandolfini.
In this episode, they explore the complexities of the $70 million estate, the hefty tax implications, and the public and media reactions to his will and trust structures. Delve into the controversial aspects, missed opportunities, and the broader questions raised about privacy in high-profile cases.
Gandolfini’s case becomes a global conversation, serving as a cautionary tale for individuals navigating the confusing and complex world of estate planning. Don’t miss this insightful discussion on legacy, impact, and the reevaluation of practices in the world of wealth management.
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
The post James Gandolfini: Why Tax Prep Isn’t Just in the Movies – EP. 103 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they continue to unravel the complex and tragic story of Georgian and Walker Patterson Inman III, heirs to the vast Doris Duke fortune in Part 2 of this saga.
In Part 2 they’ll explore what came to be for the twins after their father’s death, including a custody battle between their biological mother and stepmother, years of therapy, misuse of the trust fund money, and more. Mr. Cordell & Ms. Parson will help to explain just why the seemingly richest kids in the world, are actually the poorest.
Don’t miss the final part of this series for an exploration of the intersection of wealth, power, abuse, and more in the lives of Georgian and Walker Patterson Inman III.
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
The post Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 2 – EP. 102 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the complex and tragic story of Georgia and Walker Patterson Inman III, heirs to the vast Doris Duke fortune.
In this episode, explore the challenges of immense wealth, family dysfunction, and the lasting impact on the twins’ lives. From troubled childhoods to legal battles, financial struggles, and attempts at healing, Mr. Cordell and Ms. Parson provide insightful commentary on the Inman twins’ tumultuous journey.
Don’t miss this multi-part series for a nuanced exploration of the intersection of wealth and profound trauma in the lives of Georgia and Walker Patterson Inman III.
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
The post Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 1 – EP. 101 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, in a riveting discussion on the life, career, and complex legacy of Sonny Bono. From his humble beginnings in Detroit to his rise as a songwriter and iconic performer alongside Cher, Sonny’s journey unfolds with unexpected twists and turns.
Explore Sonny’s ventures into politics, his successful congressional term, and the tragic skiing accident that abruptly ended his life. Unravel the legal intricacies of his estate, complicated by the absence of a will, contested claims, and ongoing disputes.
Dive into the details of Sonny Bono’s family dynamics, including marriages, divorces, and the unexpected claim of an illegitimate child. Follow the legal battles, including Cher’s recent lawsuit, shedding light on the complexities of estate division and royalty disputes.
In this insightful episode, Joe Cordell and Marlea Parson provide a comprehensive exploration of Sonny Bono’s life and the legal dramas that continue to unfold around his legacy.
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
The post Sonny Bono – The Importance of Writing a Will – EP. 100 – Life’s Third Act appeared first on Joseph E. Cordell.
We’re back with part 2 of our exploration of Casey Kasem’s final years.
Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, further discuss the conservatorship battle as Casey’s children sought control over his care, facing obstacles and dramatic events. They tell the story of the nationwide man-hunt for Casey Kasem, detailing how each family member handled this shocking event and divided the family even further apart.
This episode dives into the aftermath of Casey Kasem’s passing, marred by disputes over his burial, accusations of wrongful death, and a police investigation. Two different lawsuits came to light, one from Kasem’s widow and one from his children. Mr. Cordell discusses these, along with the nuances of how estate planning comes into play during this time.
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
The post Casey Kasem – A Will That Didn’t Make the American Top 40 – Part 2– EP. 99 – Life’s Third Act appeared first on Joseph E. Cordell.
Explore the story of Casey Kasem’s final years and the ensuing legal battles in this two-part episode with Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson.
Delve into the family dynamics, starting with Casey’s health challenges and the strained relationship that his children had with his second wife, Jean Kasem. Learn about the legal turmoil triggered by Casey’s declining health and Jean’s controversial decisions, leading to a nationwide manhunt for Casey Kasem and a divided family.
Mr. Cordell and Ms. Parson discuss the conservatorship battle as Casey’s children sought control over his care, facing obstacles and dramatic events. They also detail the aftermath of Casey Kasem’s passing, marred by disputes over his burial, accusations of wrongful death, and a police investigation.
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
The post Casey Kasem – A Will That Didn’t Make the American Top 40 – Part 1– EP. 98 – Life’s Third Act appeared first on Joseph E. Cordell.
Explore the life of Leona Helmsley, the renowned hotelier, with Attorney-CPA Joe Cordell and researcher Marlea Parson. In this episode, they delve into the details of Leona’s journey in the real estate industry, her legal challenges, and imprisonment.
Together they examine Leona’s management style, leading to her infamous title, and the legal issues, including tax evasion, that impacted her public image. They also discuss the complexities of her Last Will and Testament, featuring notable provisions such as the trust for her dog, Trouble, and the disinheritance of grandchildren.
Join Mr. Cordell and Ms. Parson as they dissect the intricate legacy of Leona Helmsley, offering insights into her life, legal battles, and the enduring impact on her story.
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
The post Leona Helmsley & Her Millionaire Dog – EP. 97 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Joe Cordell, Attorney-CPA, and researcher Marlea Parson in discussing the late, great Philip Seymour Hoffman and his views on trusts and inheritance. Learn about the fascinating life of this acclaimed actor and the unexpected twists in his estate’s distribution. With an estate valued at over $35 million, Hoffman’s legacy was overshadowed by complex legal […]
The post Philip Seymour Hoffman: Can a Trust Create Spoiled Children? – EP. 96 – Life’s Third Act appeared first on Joseph E. Cordell.
Dive into the chilling tale of the Menendez Brothers with Attorney-CPA Joe Cordell and researcher Marlea Parson. In 1989, a shocking murder in Beverly Hills captivated the nation. Explore the sordid details of the crime, from an affluent family’s American Dream to a brutal tragedy. Learn how Lyle and Erik Menendez inherited a vast fortune […]
The post The Menendez Brothers: Their Inheritance, Their Crimes, Their Losses – EP. 95 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and researcher Marlea Parson, explore the story of Princess Diana and her Letter of Wishes in this episode of Life’s Third Act. Together, the pair discuss the life of one of the world’s most iconic figures, Princess Diana, and how her estate was handled upon her untimely passing. Learn about the role […]
The post Princess Diana and Her Letter of Wishes – EP. 94 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and researcher Marlea Parson for an in-depth look into the life and legacy of Jimi Hendrix. Despite his legendary career, Hendrix left behind a complex legal situation by not having a will. Discover how intestacy laws placed control of his estate in the hands of his father, Al Hendrix, and the […]
The post Jimi Hendrix & The Impact of a Nonexistent Will – EP. 93 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the story behind Aretha Franklin’s wills. In this episode, they explore the legal journey that began when two handwritten documents were discovered in the iconic singer’s suburban Detroit home. Join Mr. Cordell and Ms. Parson as they dive into the courtroom […]
The post Aretha Franklin & The Handwritten Will – EP. 88 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell returns this week with Life’s Third Act researcher, Marlea Parson, to revisit the ongoing story of the Elvis Presley Estate. Together they rehash its history, take a look at all of the challenges and hands it’s been passed through, and discuss the current situation of this legendary trust, associated with the iconic King of Rock ‘n’ Roll.
Passing through the hands of Priscilla Presley, to her daughter Lisa Marie Presley, and finally ending on its current sole trustee, Riley Keough, the Elvis Presley Estate has seen more ups and downs than most estate plans. Join Mr. Cordell and Ms. Parson as they dig into the journey of the Elvis Presley Estate from its beginnings to the legal battles it faced. Discover the individuals involved and the strategies employed to protect Elvis Presley’s enduring legacy. Whether you’re an Elvis fan, curious about estate matters, or interested in the inner workings of iconic trusts, this episode offers a fascinating look at the Elvis Presley Estate.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post The Elvis Presley Estate: Revisited – EP. 87 – Life’s Third Act appeared first on Joseph E. Cordell.
In this episode, Attorney-CPA Joe Cordell provides practical guidance on the complex issue of family heirlooms in estate planning. Join Mr. Cordell as he explores the process of determining heirs, discussing fair distribution, and integrating these valued possessions into your estate plan. Mr. Cordell will share strategies to prevent conflicts and ensure your family’s history […]
The post Who Gets The Family Heirlooms? – Inheritance, Estate Planning & Preservation – EP86–Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney Benjamin Zinkel are back with episode 4 of our series on Exploring Revocable Trusts. Together they explore the integration of life insurance and tax-deferred assets with the trust corpus. They emphasize the benefits of designating your trust as the beneficiary for life insurance policies and tax-deferred accounts like IRAs and 401(k)s.
By naming your trust as the beneficiary of life insurance policies, you can exercise greater control, protection, and flexibility over the proceeds. This approach aligns your life insurance planning with your overall estate plan, providing enhanced distribution options. Furthermore, they delve into the strategic advantages of utilizing a trust as the beneficiary of tax-deferred assets, offering tax efficiency, asset protection, and a seamless transfer of these assets to intended beneficiaries. Throughout the discussion, Mr. Cordell and Mr. Zinkel highlight the significance of effectively managing and preserving the trust corpus. They provide advanced strategies for optimizing the growth and protection of trust assets, ensuring their long-term financial stability and success.
The post Exploring Revocable Trusts – Episode 4 – The Corpus: Part 2– EP. 74 – Life’s Third Act appeared first on Joseph E. Cordell.
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 […]
The post How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act appeared first on Joseph E. Cordell.
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, […]
The post Tips for Transitioning to a Retirement Community: Part II – EP. 38 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, President and CEO of St. Andrew’s Resources for Seniors System. Ms. Ryan has been with St. Andrew’s for 37 years, serving as President and CEO for 30 years. She is nationally known for her expertise and innovation in senior housing and services. […]
The post Notable Retirees/Seniors: The Next Chapter [Episode 231] appeared first on Joseph E. Cordell.
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 families can find senior living facilities for their loved ones. The Balleaus give an overview of their company and discuss how their own situation motivated them to start Transitions For Senior Living, […]
The post Finding Senior Living Facilities for Your Loved Ones [Episode 230] appeared first on Joseph E. Cordell.
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 […]
The post Planning for a Successful Retirement [Episode 229] appeared first on Joseph E. Cordell.
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 […]
The post Musical Entertainment in Senior Communities [Episode 228] appeared first on Joseph E. Cordell.
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 […]
The post Foundations of a Retirement Community [Episode 227] appeared first on Joseph E. Cordell.
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 […]
The post Staying Fit During the Holidays [Episode 226] appeared first on Joseph E. Cordell.
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 […]
The post Tips for Navigating Your Golden Years – Part 2 [Episode 225] appeared first on Joseph E. Cordell.
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 […]
The post The Best Exercises for Seniors [Episode 224] appeared first on Joseph E. Cordell.
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 […]
The post How to Protect Your Nest Egg From Inflation [Episode 223] appeared first on Joseph E. Cordell.
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 […]
The post Tips for Navigating Your Golden Years [Episode 222] appeared first on Joseph E. Cordell.
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 […]
The post What You Should Know About Retiring Abroad [Episode 221] appeared first on Joseph E. Cordell.
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 […]
The post The Britney Spears Conservatorship Battle Part II [Episode 220] appeared first on Joseph E. Cordell.
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 […]
The post Notable Retirees/Seniors: What’s Age Got to Do With It? [Episode 219] appeared first on Joseph E. Cordell.
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 […]
The post Making the Move to a Senior Living Community [Episode 218] appeared first on Joseph E. Cordell.
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 […]
The post Tackling Retirement Planning [Episode 217] appeared first on Joseph E. Cordell.
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 […]
The post Sorting Through Pandemic Controversy [Episode 216] appeared first on Joseph E. Cordell.
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 […]
The post Scholastic CEO Richard Robinson Leaves Family Out of Will [Episode 215] appeared first on Joseph E. Cordell.
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 […]
The post Preparing for the Last Five Years Before Retirement [Episode 214] appeared first on Joseph E. Cordell.
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 post The Britney Spears Conservatorship Battle [Episode 213] appeared first on Joseph E. Cordell.
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.msmissourisenior.org/.
The post Ms. Senior Missouri [Episode 212] appeared first on Joseph E. Cordell.
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 […]
The post The Return of St. Louis Senior Olympics – Part II [Episode 211] appeared first on Joseph E. Cordell.
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
The post Inflation and its Impact on Global Economics [Episode 210] appeared first on Joseph E. Cordell.
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 […]
The post Summerville of St. Andrews – a New Adult Living Community in Eureka, Mo. [Episode 209] appeared first on Joseph E. Cordell.
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 […]
The post Estate Planning for Your Kids [Episode 208] appeared first on Joseph E. Cordell.
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, […]
The post How the Pandemic Has Impacted Home Health [Episode 207] appeared first on Joseph E. Cordell.
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 […]
The post 2021 Financial Planning Outlook [Episode 206] appeared first on Joseph E. Cordell.
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 […]
The post What You Should Know About Medicaid – Part II [Episode 205] appeared first on Joseph E. Cordell.
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 […]
The post What You Should Know About Medicaid – Part I [Episode 204] appeared first on Joseph E. Cordell.
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 […]
The post Doing Your Homework When Choosing a Financial Planner [Episode 203] appeared first on Joseph E. Cordell.
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 […]
The post How Seniors Can Make Their Lives Easier by Decluttering and Organizing [Episode 202] appeared first on Joseph E. Cordell.
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 […]
The post Ric Edelman Discusses His Career in Financial Planning [Episode 201] appeared first on Joseph E. Cordell.
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 […]
The post What Is an Incentive Trust? [Episode 200] appeared first on Joseph E. Cordell.
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 […]
The post The Biggest Mistakes People Make When Choosing a Financial Advisor [Episode 199] appeared first on Joseph E. Cordell.
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 […]
The post Should I Invest in Bitcoin or Gold? [Episode 198] appeared first on Joseph E. Cordell.
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. […]
The post Notable Retirees/Seniors: Ron Battelle – Retired Chief of St. Louis County Police [Episode 197] appeared first on Joseph E. Cordell.
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 […]
The post The Return of St. Louis Senior Olympics [Episode 196] appeared first on Joseph E. Cordell.
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 […]
The post Getting the Most Out of Retirement [Episode 195] appeared first on Joseph E. Cordell.
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 […]
The post Warm Weather Scams Homeowners Should Avoid [Episode 194] appeared first on Joseph E. Cordell.
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 […]
The post How Has the COVID-19 Pandemic Impacted Health Service Providers [Episode 193] appeared first on Joseph E. Cordell.
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 […]
The post Retirement Planning in 2021 [Episode 192] appeared first on Joseph E. Cordell.
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 […]
The post Twin Oaks Senior Living Celebrating 40th Anniversary [Episode 191] appeared first on Joseph E. Cordell.
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 […]
The post Helping Families Find Senior Living Facilities for Their Loved Ones [Episode 190] appeared first on Joseph E. Cordell.
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 […]
The post Should You Relocate for Retirement? [Episode 189] appeared first on Joseph E. Cordell.
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 post What Are the Biggest Estate Planning Concerns for 2021? [Episode 188] appeared first on Joseph E. Cordell.
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 […]
The post How to Financially Plan for Potential Changes to Tax Law, Pt. 2 [Episode 187] appeared first on Joseph E. Cordell.
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 […]
The post How to Financially Plan for Potential Changes to Tax Law – Part 1 [Episode 186] appeared first on Joseph E. Cordell.
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 […]
The post Financial Planning During Times of Uncertainty [Episode 185] appeared first on Joseph E. Cordell.
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 […]
The post Conducting Your Life During COVID-19 with Dr. Jay Bhattacharya [Re-Release] appeared first on Joseph E. Cordell.
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 […]
The post Senior Online Dating Safety Tips [Episode 184] appeared first on Joseph E. Cordell.
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 […]
The post Estate Planning and Taxes [Episode 183] appeared first on Joseph E. Cordell.
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 […]
The post Why You Should Prioritize Estate Planning in the New Year [Episode 182] appeared first on Joseph E. Cordell.
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, […]
The post How Do We Live Longer to Enjoy Life Further? [Episode 181] appeared first on Joseph E. Cordell.
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.
The post Navigating Financial Security During COVID[Episode 180] appeared first on Joseph E. Cordell.
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 […]
The post Senior Health Care Challenges During the Pandemic – ElderTalk with TuckerAllen [Episode 179] appeared first on Joseph E. Cordell.
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 […]
The post Mistakes to Avoid in Estate and Elder Law Planning [Episode 178] appeared first on Joseph E. Cordell.
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 […]
The post Conducting Your Life During COVID-19 with Dr. Jay Bhattacharya [Episode 177] appeared first on Joseph E. Cordell.
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 […]
The post Navigating the Health Challenges of COVID-19 [Episode 176] appeared first on Joseph E. Cordell.
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, […]
The post Protecting Yourself From Common Estate Planning Mistakes [Episode 175] appeared first on Joseph E. Cordell.
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 […]
The post Reaching Retirement Goals [Episode 174] appeared first on Joseph E. Cordell.
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 […]
The post Wear Your Mask with Dr. John Morley [Episode 173] appeared first on Joseph E. Cordell.
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 […]
The post Managing Investment Plans for Retirement [Episode 172] appeared first on Joseph E. Cordell.
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 […]
The post Key Components to Estate Plans and Instructing Loved Ones [Episode 171] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Don O’Brien, an investigator for the Better Business Bureau to highlight scams that can occur, involving timeshare properties. The group highlights how the timeshare industry and societal perceptions of timeshare properties have evolved, as well as common techniques that people have used, in order to […]
The post Understanding Timeshare Scams [Episode 170] appeared first on Joseph E. Cordell.
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 […]
The post Dealing With Financial Pressure Amid COVID-19 [Episode 169] appeared first on Joseph E. Cordell.
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 […]
The post The Resource of Medicaid Planning [Episode 168] appeared first on Joseph E. Cordell.
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 post Discovering Friendship Village [Episode 167] appeared first on Joseph E. Cordell.
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 […]
The post Charitable Giving in Your Estate Plan [Episode 166] appeared first on Joseph E. Cordell.
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 […]
The post Applying for a Reverse Mortgage [Episode 165] appeared first on Joseph E. Cordell.
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 […]
The post Pandemic Retirement Planning [Episode 164] appeared first on Joseph E. Cordell.
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 […]
The post Avoidable Mistakes When Estate Planning [Episode 163] appeared first on Joseph E. Cordell.
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 […]
The post COVID-19’s Continued Impact on the Stock Market [Episode 162] appeared first on Joseph E. Cordell.
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 […]
The post Paying for Long-Term Care While Protecting Your Identity [Episode 161] appeared first on Joseph E. Cordell.
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 […]
The post Getting Inspired by the St. Louis Senior Olympics [Episode 160] appeared first on Joseph E. Cordell.
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 […]
The post Identifying Cost Concerns for Long-Term Care Part 2 [Episode 159] appeared first on Joseph E. Cordell.
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 […]
The post Identifying Cost Concerns for Long-Term Care Part 1 [Episode 158] appeared first on Joseph E. Cordell.
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 […]
The post Having Important Financial Conversations with Ande Frazier [Episode 157] appeared first on Joseph E. Cordell.
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 […]
The post Targeting Aging With Dr. Nir Barzilai [Episode 156] appeared first on Joseph E. Cordell.
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 […]
The post Exploring the Financial Landscape Amid COVID-19 [Episode 155] appeared first on Joseph E. Cordell.
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 […]
The post Looking Into Medicaid Planning [Episode 154] appeared first on Joseph E. Cordell.
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 […]
The post Exploring Patient Care Amid COVID-19 [Episode 153] appeared first on Joseph E. Cordell.
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 […]
The post Having Confidence in Your Estate Plan [Episode 152] appeared first on Joseph E. Cordell.
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 […]
The post The Next Steps Amid COVID-19 [Episode 151] appeared first on Joseph E. Cordell.
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 […]
The post Navigating the Investment Market Amid COVID-19 [Episode 150] appeared first on Joseph E. Cordell.
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 […]
The post Exploring Home Health Services During COVID-19 [Episode 149] appeared first on Joseph E. Cordell.
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, […]
The post Balance of Life and Estate Planning During COVID-19 [Episode 148] appeared first on Joseph E. Cordell.
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 […]
The post Navigating the COVID-19 Financial Market [Episode 147] appeared first on Joseph E. Cordell.
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 […]
The post Navigating Financial Planning During COVID-19 [Episode 146] appeared first on Joseph E. Cordell.
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 […]
The post The Application of Estate Planning During the Coronavirus Pandemic [Episode 145] appeared first on Joseph E. Cordell.
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), […]
The post Learning More About the Coronavirus [Episode 144] appeared first on Joseph E. Cordell.
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 […]
The post Be Vigilant of Scams During the Coronavirus Pandemic [Episode 143] appeared first on Joseph E. Cordell.
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 […]
The post Understanding the Economic Impact of the Coronavirus [Episode 142] appeared first on Joseph E. Cordell.
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 […]
The post Taking Precautions Against the Coronavirus [Episode 140] appeared first on Joseph E. Cordell.
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 […]
The post World’s Best Places to Retire in 2020 [Episode 141] appeared first on Joseph E. Cordell.
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 […]
The post Don’t Cut Corners in Your Estate Planning [Episode 139] appeared first on Joseph E. Cordell.
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. […]
The post Learning More About the St. Louis Activities Center [Episode 138] appeared first on Joseph E. Cordell.
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 […]
The post Understanding the Vitality of a Plan [Episode 137] appeared first on Joseph E. Cordell.
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 […]
The post Making a Financial Plan [Episode 136] appeared first on Joseph E. Cordell.
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 […]
The post Learning More About Meals on Wheels [Episode 135] appeared first on Joseph E. Cordell.
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 […]
The post Be Discerning When Choosing a Power of Attorney Agent [Episode 134] appeared first on Joseph E. Cordell.
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 […]
The post Fraud Awareness Among Seniors [Episode 133] appeared first on Joseph E. Cordell.
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 […]
The post Planning Retirement With Deferred Gratification [Episode 132] appeared first on Joseph E. Cordell.
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 […]
The post Understanding Electronic Wills [Episode 131] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Layden and Laura Adams of Premiere Home Health in St. Charles, Mo., to discuss the at-home alternative of entering in skilled care facility for treatment, their backgrounds, and their recent Home Care Elite recognition as a home health agency. They dive into the services […]
The post Receiving Skilled Care at Home [Episode 130] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders discuss many of the changes that have occurred in the economy and how it affects the methodology of saving money and planning for retirement. They dive into the various forms of benefits that an IRA and a 401K include and the differences between the two. Joe also talks […]
The post The Changes in Saving for Retirement [Episode 129] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders navigate the ins and outs of trusts. They talk about the different perspectives that exist among clients who feel that a more detailed estate plan would be “controlling from the grave” versus clients who feel that it simply would be a parent looking out for their children. Joe […]
The post Appreciating the Functions of a Trust [Episode 128] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders focus their discussion on the on-going debate of aging in place vs. moving to a facility or community that offers amenities and care options. They highlight an article from the Wall Street Journal that details the financial investment that has been made in creating these facilities and communities […]
The post Contemplating Aging in Place [Episode 127] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders discuss the legal ramifications of having estate planning documents in place. Joe describes the role of the attorney and how they go about creating a comprehensive estate plan that reflects the wishes of the client. They talk about clients who may have a controlling kid who wishes to […]
The post Navigating Family Dynamics in Estate Planning [Episode 126] appeared first on Joseph E. Cordell.
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 talk about the money issues that seniors and their families often face when it comes to retirement and long-term care. Todd highlights the concerns surrounding the use of the principle when the market is […]
The post Managing Your Finances Responsibly As You Get Older [Episode 125] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders discuss the financial aspect of planning for in-home and long-term care, on this episode of ElderTalk with Joe Cordell. They highlight a survey by Genworth Financial regarding the cost of care, and Joe and Jill dive into the numbers, which breakdown by state. The survey details the monthly […]
The post Financing In-Home and Long-Term Care Needs [Episode 124] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Warren and Mark Dwyer, of the Rehabilitation Institute of St. Louis. They talk about the challenges that seniors face when injured, as well as their journey regaining their health and eventually making their way back to their respective homes. They highlight their locations and […]
The post Learning More About Rehabilitative Care [Episode 123] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell is joined by Jill Enders of KTRS and online editor and “roving reporter” Dan Pearce break down all of the intrigue surrounding the estate of former Chicago Cubs player Ernie Banks. They break down the case, as the story reenters the news. Caretaker Regina Rice was named the beneficiary in Banks’ will. […]
The post Exploring the Estate Planning Issues of Ernie Banks [Episode 122] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell highlights the importance of having all of the necessary estate planning documents in place as you age, on this episode of ElderTalk with Joe Cordell. Joe details the ins and outs of long-term care insurance, as well as self-insurance. He talks about the rehabilitative care and short amount of time required for […]
The post The Foundational Elements of Estate Planning [Episode 121] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and Villages of St. Peters Memory Care Administrator April Haskins highlight aspects of the independent, assisted, nursing, and long-term care experience. They dive into the decision-making process heading into deciding that living by one’s self, as well as the importance of touring facilities, in order to understand what is right for the […]
The post Exploring City and Rural Assisted Living Communities [Episode 120] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Villages of St. Peters Memory Care administrator April Haskins to break down some of the factors that go into the decision of leaving one’s home and entering an independent or assisted living facility. April details all of the amenities that many facilities have, which allows […]
The post Choosing Independent or Assisted Living Facilities [Episode 119] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Roberts & Kohler/Hilliard Lyons, a Robert Baird Company, to discuss a variety of topics related to financial planning and retirement. They talk about what potential clients consider when choosing a financial advisor, as well as […]
The post Making Spending Adjustments for Retirement [Episode 118] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions about relevant topics pertaining to Medicaid, long-term care, estate planning, and more. Joe and Susan describe what undue influence is and how evidence of cognitive issues can help support the legal claim. They also dive into some of the estate planning aspects of the Jeffrey […]
The post Questions and Answers About Medicaid [Episode 117] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Cynthia Fantasia, pastor, national speaker and author of the book “In the Lingering Light: Courage and Hope for the Alzheimer’s Caregiver” to discuss the challenges surrounding dementia and Alzheimer’s. She talks about her personal experience dealing with her husband’s Alzheimer’s and her journey caregiving for […]
The post Caregiving for an Alzheimer’s Patient [Episode 116] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Roberts & Kohler/Hilliard Lyons, a Robert Baird Company, to discuss what they have seen among their clients who are getting ready for retirement. Todd and Grant talk about the importance of spending […]
The post Managing Finances and Retirement [Episode 115] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Dr. Wendy Suzuki, a Professor of Neural Science and Psychology in the Center for Neural Science at New York University and author of “Healthy Brain, Happy Life.” Her work focuses on areas of the brain critical for our ability to form and retain long-term memories, […]
The post Monitoring Brain Health with Dr. Wendy Suzuki [Episode 114] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the various elements to long-term care and the various methods involved in paying for it. They break down the monthly costs of assisted care and nursing home care and how city care can differ in cost and quality from rural care. Joe and Susan talk about long-term […]
The post Dealing With Long-Term Care Bills [Episode 113] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Charlie Shapard, of Smooth Transitions of St. Louis, to discuss senior moves and downsizing as you get older. He highlights senior move management and what they should consider regarding their care and needs, before making the move. Charlie talks about their customized approach that lowers […]
The post Transitioning to a New Home [Episode 112] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur identify some of the missteps that people make in their estate planning and highlight methods of avoiding these mistakes. They talk about the legal side of facing disasters when traveling with loved ones and how contingent agents and contingent trustees can be beneficial in times of crisis. Joe […]
The post Estate Planning Mistakes to Avoid [Episode 111] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur talk about the trend of “gray divorce,” or divorces that occur from the age of 50 and older. Susan details some of the major statistics surrounding the issue, while Joe details some of the risks involved in getting a divorce at such an advanced age. Joe highlights how […]
The post Learning More About Gray Divorce [Episode 110] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the legal implications and challenges of unexpected injuries or deaths that occur while on trips and vacations. They talk about possible sources of the problems that cause unexpected injuries during trips or vacations, as well as being prepared with the resources necessary to facing the unexpected during […]
The post Protect Yourself With a Plan in Place While Overseas [Episode 109] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into some of the more common mistakes that people make when estate planning. They talk about the hazards surrounding losing track of where your will is or not updating it. Joe and Susan also talk about the complications surrounding pets and providing for them in your estate […]
The post Avoid Common Missteps in Your Estate Plans [Episode 108] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur caution the hazards surrounding forms on this episode of ElderTalk with Joe Cordell. They discuss the importance of planning for your future, and not just after you die, as well as the consequences of choosing a more inexpensive and convenient method of estate planning, as opposed to meeting […]
The post The Hazards of Forms in Estate Planning [Episode 107] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Debbie Guyer, the director of the Greater St. Louis chapter of the American Parkinson’s Disease Association to discuss Parkinson’s disease and its impact on the senior community. Debbie talks about Washington University’s leading research in the field of Parkinson’s disease, as well as the causation […]
The post Understanding Parkinson’s Disease [Episode 106] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur highlight family feuds that can occur in the estate planning experience. They break down estate planning techniques that you can use, in order to any fighting among loved ones over an estate. Joe and Susan break down how an estate plan that has not been updated can cause […]
The post Preventing Family Feuds [Episode 105] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the abilities that a Power of Attorney document gives the designated attorney-in-fact. Joe simplifies what a Power of Attorney is and talks about the historical context of empowering a designated individual to make a decision on your behalf. Joe describes the different types of Powers of […]
The post The Power in a Power of Attorney [Episode 104] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur go through the intricacies of investing in your senior years. They go over general principles of investing that will affect how you invest and how investing will benefit you. Joe talks about the necessity of giving responsibility to others, as well as the benefits of reading informational literature […]
The post Learning the Principles of Elder Investing [Episode 103] appeared first on Joseph E. Cordell.
Co-host Susan Arthur begins her journey highlighting nursing homes and long-term care facilities within the St. Louis metropolitan area with the Villages of St. Peters Memory Care in this audio walking tour. She joins Villages of St. Peters Memory Care administrator April Haskins. April takes Susan through the facility and talks about how some of […]
The post Visiting Villages of St. Peters Memory Care [Episode 102] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur make an announcement regarding the show, detailing how ElderTalk with Joe Cordell is going to highlight living arrangements as you age more often on the show. On this episode, Joe and Susan are joined by Cordell Planning Partners Business Manager Keri Stoner to discuss the variety of communal […]
The post Looking Into Long-Term Care Facilities [Episode 101] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of the speed bumps that can occur when you designate someone as a beneficiary in a will. Susan tells the story of a couple and the controversy surrounding the late wife’s pension fund and which family member or members she named as the beneficiary or beneficiaries […]
The post The Importance of Naming a Beneficiary [Episode 100] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion on Medicaid and long-term care. They describe the social and homely environment that many long-term care facilities and nursing homes attempt to cultivate, as well as the factors that allow you to qualify for Medicaid. Joe highlights the evolution in financial strategies on how […]
The post Is Medicaid Right for You? [Episode 99] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into everything surrounding Medicare, Medicaid, and the long-term care you may receive as you get older. They talk about the differences between Medicare and Medicaid, as well as who these particular programs are for. They talk about the small percentage of long-term care that Medicare legally is […]
The post Dissecting Medicaid, Medicare, and Long-Term Care [Episode 98] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur highlights cautionary tales of celebrities and notable figures who have made mistakes in planning for the future. They talk about how these individuals’ care and finances went wrong before they died, due to the lack of protection and planning for the uncertainty of the future. Joe and Susan […]
The post Avoiding Power of Attorney Mistakes [Episode 97] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the issues surrounding the possibility that we may find ourselves alone at the end of our lives. They talk about the historical and cultural events that have caused this to occur within the societal family dynamic, as well as life care and how vital planning is to […]
The post Leaving This World Alone [Episode 96] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by last week’s guests, Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company. They talk about their background in Certified Financial Planning and how the qualifications of your Certified Financial Planner can help shape the way […]
The post Making Balanced Financial and Estate Planning Decisions Part 2 [Episode 95] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company, as they detail the difficulties that elders face as they get older, through the lens of Joe’s late aunt. They highlight many of the areas where […]
The post Making Balanced Financial and Estate Planning Decisions Part 1 [Episode 94] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur highlight how to protect your assets in a litigious world on this episode of ElderTalk with Joe Cordell. Joe discusses how corporations or other types of entities have methods of protection, in order to lower the risk of losing assets. He explains what joint tenancy by the entirety […]
The post Protecting Your Assets in a Litigious World [Episode 93] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into the devastating impact that kidney disease has with Dr. John Arthur, Director of Nephrology of the University of Arkansas for Medical Sciences and Susan’s brother-in-law. They discuss the shocking statistics surround kidney disease and break down what dialysis is and the types of dialysis there are. […]
The post Learning More About Kidneys and Kidney Disease [Episode 92] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the role of an elder law attorney, on this week’s episode of ElderTalk with Joe Cordell. They highlight the uncertainty that the future includes and how having a plan in place, created by an experienced elder law attorney can help put your mind at ease. They […]
The post Building Your Team for Planning Your Future [Episode 91] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the tools that are available if or when you have dementia or some type of cognitive issue as you get older and you require specific care. They highlight this issue through the lens of the case of Kise and Larry Davis, as featured in the AARP magazine. […]
The post Learning More About Conservatorship and Guardianship [Episode 90] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on estate planning issues that arise for celebrities. They discuss musician Ray Charles and the issues surrounding the trusts that he established for his children, as well as the amount that he left for his charitable foundation. Due to a lack of clarity and updates […]
The post Highlighting Celebrity Estate Planning Issues Part 2 [Episode 89] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into estate planning through the lens of celebrities and use them to highlight the ways that you can put a plan in place, in order to take care of those that you care about. They discuss the story surrounding Buzz Aldrin and his desire to get married […]
The post Highlighting Celebrity Estate Planning Issues Part 1 [Episode 88] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by pharmacist and director of HbL PharmaConsulting Dr. Hedva Barenholtz Levy to discuss her work as a certified geriatric pharmacist in St. Louis. They break down her the importance of medication adherence, as well as any potential health risks related to the medication that you take […]
The post Learning More From Your Pharmacist [Episode 87] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion from the previous episode about nursing homes and long-term care facilities. Joe explains the historical timeline of legislation that regulated the nursing homes and long-term care facility industry, as well as what a resident assessment plan is. Joe states that a resident assessment plan is […]
The post Understanding Nursing Homes Part 2 [Episode 86] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur detail the ins and outs of nursing homes. Joe breaks down the different types of facilities that exist and the different types of services that each of them offers. Joe talks about the standards and requirements of skilled care and long-term care facilities. These facilities have a specific […]
The post Understanding Nursing Homes Part 1 [Episode 85] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions, regarding issues that those facing the aging process would find helpful. These questions answer topics surrounding protecting assets, when you are attempting to qualify for Medicaid, whether payments to third-parties are subject to the five-year look-back rule of Medicaid, whether or not writing the wrong […]
The post Common Questions Regarding Your Plan [Episode 84] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discusses the challenges that come up when you are an elder orphan, and Susan explains that an elder orphan is an aging adult who does not have adult children close by or at all, a spouse, or family members that are close by. Joe and Susan discuss the […]
The post Learning About Elder Orphans [Episode 83] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur kick off 2019 by discussing practical New Year’s resolutions, so that you can be benefit from the changes you make in the new year. In no particular order, Joe and Susan discuss having important estate planning documents located in a place where other people know where they are, […]
The post Making Realistic Resolutions for 2019 [Episode 82] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on Medicaid, how to qualify for Medicaid, as well as the important dates involving Medicaid. Joe breaks down the form that is used in the division of assets involved in the Medicaid qualification process, as well as the importance of coming prepared with all of […]
The post The Rules and Application Process of Medicaid [Episode 81] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion regarding Medicaid. They discuss how Medicare, as a form of health insurance, and how it is not a method of paying for long-term care. They explain the difference between rehabilitative and custodial care and how Medicare and Medicaid play a factor in paying for […]
The post Dissecting Medicaid [Episode 80] appeared first on Joseph E. Cordell.
Back by popular demand, attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Larry Fowler, of Legacy Coalition, as they discuss the complications surrounding grandparenting during the holiday season. He talks about the joys and challenges that surround the logistical side of the holiday experience, as well as the pitfalls surrounding grandparents offering parenting […]
The post Grandparenting During the Holiday Season [Episode 79] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Jeannie Krause Taylor MSW, LCSW, C-ASWCM, senior care manager, president for Pathway for Aging and a 20-year professional in social work. She also is the present of the Board of Directors for Housing Options Provided for the Elderly (HOPE). They discuss the issues that seniors […]
The post Selecting Senior Housing and Care [Episode 78] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the ins and outs of Medicaid on this episode of ElderTalk with Joe Cordell. They break down the necessary steps in planning as we age. Susan talks about how emergencies can incite the need for Medicaid. Joe and Susan clarify the income qualifications necessary for Medicaid, as […]
The post Snapshot Dates and Timelines When Applying for Medicaid [Episode 77] appeared first on Joseph E. Cordell.
Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk with Joe Cordell to discuss the financial planning necessary for long-term care and how to preemptively prevent problems from occurring when you get older. Attorney-CPA Joe Cordell and co-host Susan Arthur ask Mark about the how cashflow can affect long-term financial […]
The post Protecting a Spouse’s Assets When Planning for Long-Term Care [Episode 76] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the necessity of having documents in place, in order to feel secure with your future plans. Joe talks about the unpredictable emergencies that can come up in life and how having health care directives is necessary way to protect yourself from the uncertainty of the future no […]
The post Having Papers in Place [Episode 75] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by April Haskins and Ann Warren of the Villages of St. Peters Memory Care to discuss dementia, Alzheimer’s, and memory loss and how the treatment of the symptoms is a focus of researchers in the medical field. April and Ann talk about queuing and how it […]
The post Navigating Dementia and Alzheimer’s Living Options [Episode 74] appeared first on Joseph E. Cordell.
Bill Nass, vice president of Gershman Mortgage and a reverse mortgage specialist returns to Elder Talk with TuckerAllen to discuss how reverse mortgages can help seniors meet their financial needs. Attorney-CPA Joe Cordell and co-host Susan Arthur ask him about the finer details of the process. Bill explains HUD insured reverse mortgages and how the […]
The post Learning More About Reverse Mortgages [Episode 73] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur talk about the forms and paperwork that often can be involved in the long-term planning process. As the years go by, it is important to have a plan in place, and Joe talks about the costs that go into the estate planning process and how saving money in […]
The post Investing in the Planning Process [Episode 72] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue to discuss the ins and outs of estate planning, while highlighting many of the intricate options available to you as you plan for the future. They go over why giving away money to loved ones in one untethered action is a bad idea. Joe talks about how […]
The post Avoid Writing the Full Check [Episode 71] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Diane Finnestead, of Diane Finnestead Insurance, and Carrie Gormley. Diane started her career as a long-term care specialist and is now a National Trainer and District Specialist. Gormley has twelve years of experience in insurance and is a member of the Senior Resources Options. The […]
The post Affording Long-Term Care [Episode 70] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of issues that can arise when emotions get involved in the estate planning process. They discuss the need to have a plan in place, as well as highlighting how differing viewpoints regarding who feels entitled to what can breed conflict when it comes to making sure […]
The post Taking the Emotions Out of Estate Planning [Episode 69] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell highlights those who are not quite at the age of needing the services of any type of estate and elder plans, but why it still is important to do so. He talks about the importance of knowing the government rules and how your age interacts with the regulations regarding elder law and […]
The post Planning for Your Future [Episode 68] appeared first on Joseph E. Cordell.
Mark Werner, owner of Cornerstone Advisors and certified financial planning professional returns to ElderTalk with Joe Cordell to discuss financial planning, as it pertains to housing for the elderly. Attorney-CPA Joe Cordell and co-host Susan Arthur join Mark in the conversation to highlight the methods to pay for the medical or custodial care that seniors […]
The post Financial Planning for Elderly Housing and Long-Term Care [Episode 67] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the history of a Durable Power of Attorney and explain that a guardian refers to the care of the physical person, as well as the person appointed to make decisions about personal care, where you live, etc. Joe also describes how a conservator is in charge […]
The post Understanding Guardianship and Conservatorship [Episode 66] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur dive back into durable Power of Attorney, as they break down the general version, as opposed to the health care version. They talk about different options that surround the durable Power of Attorney, such as whether or not you want the durable Power of Attorney to be in […]
The post Establishing a Durable Power of Attorney [Episode 65] appeared first on Joseph E. Cordell.
[vc_row][vc_column][vc_column_text]Attorney-CPA Joe Cordell and co-host Susan Arthur touch upon the will and probate process discussed last week before they dive into the possible conflict that can arise among families regarding estate plans. Joe will explain how courts handle no contest clauses with wills and how many going through the estate planning process will initiate a […]
The post Navigating Family Issues in Estate Plans [Episode 64] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue last week’s discussion, touching on irrevocable trusts and how the entity allows for the flexibility that many are looking for in their estate planning. They explain the features and limitations of irrevocable trusts and how the experience of an elder law attorney can assist you in determining […]
The post The Positives of Probate [Episode 63] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on wills and trusts. They break down the roles you assign to others when you create a will or trust and how conflict can arise when you have one person occupying all three roles. Joe and Susan talk about the opportunities that trust provides, in […]
The post Navigating Wills and Trusts Part 2 [Episode 62] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur begin a two part journey on wills and trusts. They highlight intestate succession and the necessity of the probate process. Probate can be a polarizing subject, but Joe explains how it functions to make sure that the wishes of the deceased are carried out. Joe and Susan discuss […]
The post Navigating Wills and Trusts Part 1 [Episode 61] appeared first on Joseph E. Cordell.
[vc_row][vc_column][vc_column_text]Attorney-CPA Joe Cordell and co-host Susan Arthur break down many of the myths and misconceptions that exist, when it comes to Medicaid, Medicare, and long-term care. They start the show by explaining that Medicare addresses injuries or illnesses, as opposed to chronic care or custodian care, as well as detailing the impact that families and […]
The post Navigating the Myths and Misconceptions of Medicaid and Long-Term Care [Episode 60] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the mistakes that notable individuals have made in their estate plans. For example, former Supreme Court Justice Warren Burger did his own estate planning and left out provisions that ended up costing his loved ones. Doris Duke was not discerning in her choice of executor and […]
The post Avoiding Mistakes in Your Estate Planning [Episode 59] appeared first on Joseph E. Cordell.
[vc_row][vc_column][vc_column_text]Sharon Hepburn, a physical therapist and founder of The Inner Connection, returns to ElderTalk with Joe Cordell and discusses every day activities that can be beneficial for ailments for aging patients with attorney-CPA Joe Cordell and co-host Susan Arthur. She also discusses alternate forms of treatment and mindful-based stress reducers that can help treat ailments. […]
The post Thinking Differently About Treatment [Episode 58] appeared first on Joseph E. Cordell.
[vc_row][vc_column][vc_column_text]Dr. Andrew Spitzfaden, an orthopedic surgeon of Woods Mill Orthopedics, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the importance of bone health as you age. They break down hip and knee replacements, as well as alternative ways of fighting bone and joint-related ailments. Dr. Spitzfaden explains osteopenia, a condition where the body […]
The post Breaking Down Bone Health [Episode 57] appeared first on Joseph E. Cordell.
Eileen Lambert, a certified senior advisor with Oasis Senior Advisors, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the steps that seniors have to take in deciding their living arrangements as they age. She breaks down the housing options that seniors and their families have, when coming to their business.
The post Deciding Your Living Arrangements [Episode 56] appeared first on Joseph E. Cordell.
Susan Shaefers, manager of the St. Louis Older Residence program, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the role that the program plays in the lives of elderly St. Louis residents.
The post Providing Services for the Elderly [Episode 55] appeared first on Joseph E. Cordell.
Bill Nass, vice president of Gershman Mortgage and a reverse mortgage specialist joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the benefits of a reverse mortgage in obtaining the financial resources to supplement your income after retirement.
The post Utilizing Reverse Mortgages After Retirement [Episode 54] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the significance of putting safeguards in place in your powers of attorney or trusts, in order to protect financial assets. They explain how they protect the asset’s overall well-being and how the failure to do so can leave the asset vulnerable in the case of an […]
The post Navigating Financial Safeguards in Trusts [Episode 53] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell breaks down the rules to life and death, as they pertain to long-term health care and estate planning on this episode of ElderTalk with Joe Cordell. He talks about the importance of having a plan in place, so that your wishes are known and can be carried out.
The post Navigating the Rules of Life and Death [Episode 52] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and cohost Susan Arthur take listener questions on this episode of ElderTalk! They explain how to plan for long-term financial planning for medical expenses, debt protection in cases of power of attorney, qualifying for Medicaid coverage, and navigating insurance premiums.
The post Answering Listener Questions [Episode 51] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and cohost Susan Arthur are joined by Dr. Ralph Oiknine, a board-certified endocrinology physician, co-director of the endocrinology and diabetes training program at St. Luke’s Hospital, and a spokesman for the American Diabetes Association. They break down the characteristics of Type 1 and Type 2 diabetes and methods of treatment of the […]
The post Learning More About Diabetes [Episode 50] appeared first on Joseph E. Cordell.
Dr. Len Matheson, a neurorehabilitation psychologist, inventor, and researcher at the Washington University School of Medicine, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the importance of keeping your brain active as you age. He explains why it is so important to engage in activities that keep your brain sharp.
The post Keeping Your Brain Sharp [Episode 49] appeared first on Joseph E. Cordell.
Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk to discuss investing and retirement with attorney-CPA Joe Cordell and cohost Susan Arthur. He explains the importance of building an estate plan and looking long-term.
The post Navigating Long-Term Financial Planning [Episode 48] appeared first on Joseph E. Cordell.
Dr. James Marcum, a cardiologist for the Chattanooga Heart Institute, director of Heartwise Ministries, and author of the book, “Medicines that Kill”, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the risks of taking medications. He breaks down the mistakes that can happen involving medicine and how problematic symptoms can be.
The post The Risks of Medication [Episode 47] appeared first on Joseph E. Cordell.
Joe Cordell and co-host Susan Arthur welcome back Dr. Linda Smith, of the Arthritis Foundation, to ElderTalk to break down the impact of chronic disease on everyday life. They talk about how changes to your diet can be beneficial to battling heart disease and other health issues.
The post Managing Chronic Disease [Episode 46] appeared first on Joseph E. Cordell.
This week on ElderTalk, attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions about housing, Medicaid, asset protection, power of attorney, and long-term planning. They identify the steps you may need to take if someone becomes incapacitated, as well the importance of taking advantage of existing laws, in order to protect your wishes and […]
The post Answering Questions About Long-Term Planning [Episode 45] appeared first on Joseph E. Cordell.
This week, ElderTalk is joined by Dr. Daniel Amen, 10-time New York Times best-selling author, double-board physician and certified psychiatrist. He discusses the importance of keeping your brain protected and details the success of his method of improving your memory. Later, they are joined by neurorehabilitation psychologist Dr. Len Matheson to discuss the spiritual and […]
The post Understanding Brain Health [Episode 44] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and Susan Arthur discuss the range of legal options you may qualify for as you age. They break down some of the issues that the middle class face, in qualifying for Medicaid. Mr. Cordell also explains the importance of taking the first step in estate planning and how spending money on an […]
The post Legal Aspect of Aging [Episode 43] appeared first on Joseph E. Cordell.
Cecilia Fallert, ambassador for Roads Scholar Learning Adventures, discusses traveling adventures for seniors.
The post Traveling Adventures for Seniors [Episode 42] appeared first on Joseph E. Cordell.
Larry Fowler, national speaker and workshop presenter, discusses the role grandparents play during the holidays.
The post Grandparenting Over the Holidays [Episode 41] appeared first on Joseph E. Cordell.
Dr. Len Mattheson, neuro-rehabilitation psychologist, discusses the role faith plays in keeping the brain young and healthy.
The post The Role Faith Plays in Keeping the Brain Young and Healthy [Episode 40] appeared first on Joseph E. Cordell.
Julia Allen, Regional Liaison for the St. Louis Area of Claim, discusses how seniors can find out what the best Medicare option is for them.
The post How Seniors Can Find the Best Medicare Option Available [Episode 39] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss how seniors can maintain and maximize control through the aging process.
The post Maintaining Control Through the Aging Process [Episode 38] appeared first on Joseph E. Cordell.
Denise Lee, certified professional organizer and coach, discusses what seniors should do with their “stuff” as they age.
The post What Do You Do With Your “Stuff” As You Age [Episode 37] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Susan Arthur examine real-life examples of how elder law can affect a person’s finances.
The post Practical Applications Of Elder Law [Episode 36] appeared first on Joseph E. Cordell.
Ted Gottlieb, real estate agent and certified senior advisor, gives housing tips for older adults as they consider whether to remain in their home or transition to a different living arrangement as they age.
The post Real Estate Considerations As You Age [Episode 35] appeared first on Joseph E. Cordell.
Rona McNally, Missouri director of Senior Medicare Patrol, explains how Medicare fraud can impact aging adults and gives tips for preventing it. Senior Medicare Patrol (to ask about Medicare Fraud or level care): 888-515-6565
The post Medicare Fraud Prevention and Protection [Episode 34] appeared first on Joseph E. Cordell.
Sgt. Mike Parks of the St. Louis County Police Department discusses ways the elderly can safeguard themselves to avoid falling victim to fraud and other types of financial exploitation. General Assignments Unit (St. Louis County) – To report fraud – 314-615-5380 Senior Medicare Patrol – (to ask about Medicare Fraud or level of care) – […]
The post Staying Vigilant Against Elder Fraud [Episode 33] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and Susan Arthur discuss decision factors that come into play when determining where to live during your retirement years.
The post Retirement Living Decisions [Episode 32] appeared first on Joseph E. Cordell.
Dr. Linda Smith, of the Arthritis Foundation, returns to further discuss how to take care of your body as you age.
The post Maintaining Healthy Mobility Part 2 [Episode 31] appeared first on Joseph E. Cordell.
Dr. Linda Smith, of the Arthritis Foundation, gives an overview of why we develop pain in our joints and spine and gives tips for maintaining healthy mobility as we age.
The post Maintaining Healthy Mobility Part 1 [Episode 30] appeared first on Joseph E. Cordell.
Larry Fowler of LegacyCoalition.com joins the program to discuss the role grandparents play in families and what they can do to leave behind meaningful legacies.
The post How Grandparents Can Build Meaningful Legacies [Episode 29] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and Susan Arthur explain why it is important for parents to make sure their child signs a Power of Attorney document before moving away to college in order to gain both security and peace of mind.
The post Gain Security and Peace Of Mind Through A Power Of Attorney [Episode 28] appeared first on Joseph E. Cordell.
April Haskins and Ann Warren of the Villages of St. Peters Memory Care answer listener questions about how to treat and prevent memory issues.
The post Treating and Preventing Memory Loss [Episode 27] appeared first on Joseph E. Cordell.
Rob Elder, owner of Metro Chiropractic and Nutritional Wellness Center, joins Joe Cordell and Susan Arthur to offer nutritional advice and other tips to help you stay healthy as you age.
The post Eating Clean As You Age [Episode 26] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell chats with Julie Hess, executive director of ACMCare, about the importance of having a geriatric care manager to manage aspects related to health care, including housing arrangements, as we age.
The post Enlisting A Geriatric Care Manager [Episode 25] appeared first on Joseph E. Cordell.
David Sykora and Anneliese Stover, of the St. Louis Area Agency on Aging highlight the importance of aging services, the benefits of eldercare professionals and how the caregiving program covers the city of St. Louis.
The post Understanding Aging Services [Episode 24] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and Susan Arthur discuss the different kinds of people to include on your elder care team and the roles that they play.
The post Assembling A Complete Elder Care Team [Episode 23] appeared first on Joseph E. Cordell.
Greg DeNeal, co-founder of Kaleo Counseling Center, discusses the subject of grieving and loss. DeNeal explains the different dimensions of grief, what the grieving process looks like, and practical ideas for coping with loss.
The post Coping With Grief and Loss [Episode 22] appeared first on Joseph E. Cordell.
April Haskins and Ann Warren of the Villages of St. Peters Memory Care join the program to discuss how to help care for our loved ones when they are faced with Alzheimer’s disease, dementia, and memory loss.
The post Combating Alzheimer’s, Dementia, And Memory Loss [Episode 21] appeared first on Joseph E. Cordell.
Figuring out how to pay for health care is often listed as a top concern among aging adults. Diane Finnestead, who represents over 70 companies as a health benefits specialist, discusses how to sort through these issues.
The post Plugging The Gaps In Medicare [Episode 20] appeared first on Joseph E. Cordell.
Margaret Terranova, of Heartland Hospice, rejoins ElderTalk with TuckerAllen to discuss the ins and outs of entering hospice care.
The post The Ins And Outs Of Hospice Care [Episode 19] appeared first on Joseph E. Cordell.
Planning so that you are financially secure and your long-term care is taken care after 60 is crucial and often more challenging than planning for earlier life stages. Attorney-CPA Joe Cordell discusses the steps needed for a good plan.
The post A Comprehensive Senior Plan [Episode 18] appeared first on Joseph E. Cordell.
Mike Roberts, former meteorologist and Director of Client Services at Home Care Assistance of St. Louis, explains the steps seniors need to take to ensure they are prepared for potential severe weather.
The post Severe Weather Preparedness Tips For Seniors [Episode 17] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell details the important components needed to help plan for a secure and enjoyable life after age 60.
The post Planning For Life After Age 60 [Episode 16] appeared first on Joseph E. Cordell.
As seniors age, it is easy for them to lose a sense of connectedness and that can increase the safety risks they face. Vicki Spraul, President of Grey Matters Alliance, gives tips for seniors to remain connected and ensure their safety.
The post Staying Connected As We Age [Episode 15] appeared first on Joseph E. Cordell.
Author Vickie Mullins talks about different ways to leave a legacy of experience and values behind for our children and grandchildren.
The post Leaving A Legacy For Your Kids and Grandkids [Episode 14] appeared first on Joseph E. Cordell.
Mike Butz, owner of MB Health, has over 30 years of experience working with life and health insurance. He discusses the issues that arise for aging adults as they figure out how to pay for long-term care.
The post Paying For Long-Term Care [Episode 13] appeared first on Joseph E. Cordell.
Certified personal trainer and dietetic technician Art Bernabo returns to talk about the importance of maintaining proper diet and nutrition as one ages.
The post Proper Diet and Nutrition After Age 60 Part 2 [Episode 12] appeared first on Joseph E. Cordell.
Certified personal trainer and dietetic technician Art Bernabo discusses how diet and nutrition take on added importance after age 60.
The post Proper Diet and Nutrition After 60 Part 1 [Episode 11] appeared first on Joseph E. Cordell.
Author, humorist and motivational speaker Judy Schreur explains the secrets to remaining happy after age 60.
The post How To Keep Smiling After Age 60 [Episode 10] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell answers questions from listeners about real-life challenges related to the aging process.
The post Elder Care Q&A [Episode 9] appeared first on Joseph E. Cordell.
Diane Summers, Health and Wellness Director at Gateway Regional YMCA, discusses the various fitness programs available to seniors at the YMCA and offers tips to help seniors maintain their health and fitness.
The post Maintaining Health And Fitness As We Age [Episode 8] appeared first on Joseph E. Cordell.
Mike Roberts, former meteorologist and Director of Client Services at Home Care Assistance of St. Louis, explains how by taking proactive measures a person can remain in their home and community even as they age.
The post Advice On Aging In Place [Episode 7] appeared first on Joseph E. Cordell.
With careful planning and smart strategies, it’s possible to have plenty of happy and fruitful retirement years. Mark Werner, wealth manager for the Carillon Group, gives tips to ensure you thrive in your retirement years.
The post Ensuring You Thrive In Retirement [Episode 6] appeared first on Joseph E. Cordell.
People nearing retirement age often end up downsizing and selling their home. Brooke Wolfe, owner of Wolfe Reality, discusses what factors a person should consider if they are in position to plan for their move.
The post Real Estate Considerations When Downsizing [Episode 5] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell explains many of the misconceptions regarding trusts and details how they can be utilized to help protect a person’s assets regardless of their economic standing.
The post Utilizing Trusts To Protect Your Assets [Episode 4] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell explains what function a durable power of attorney serves and then chats with Sharon Hepburn, physical and massage therapist, about how physical therapy can help improve the lives of aging adults.
The post Improving Aging With Physical And Massage Therapy [Episode 3] appeared first on Joseph E. Cordell.
Margaret Terranova, of Heartland Hospice, visits with Attorney-CPA Joe Cordell about how aging adults can empower selected individuals to assist with important decisions concerning health and long-term care at a time when age inhibits their own ability to handle those matters.
The post Handling Long-Term Care And End-Of-Life Decisions [episode 2] appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell discusses important decisions concerning health, finances, and long-term care that aging adults are often faced with and offers smart strategies to plan for the future.
The post The Importance Of Elder Law And Estate Planning [Episode 1] appeared first on Joseph E. Cordell.