Life's Third Act

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, […]

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 […]

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 […]

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 […]

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), […]

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 […]

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 […]

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 […]

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 […]

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 […]