Life's Third Act

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]