Life's Third Act

Life's Third Act

By Life's Third ActEducation
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Life's Third Act episodes

  • Learning More About the St. Louis Activities Center [Episode 138]
    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. […]
    45 min
  • Understanding the Vitality of a Plan [Episode 137]
    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 […]
    45 min
  • Making a Financial Plan [Episode 136]
    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 […]
    48 min
  • Learning More About Meals on Wheels [Episode 135]
    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 […]
    47 min
  • Be Discerning When Choosing a Power of Attorney Agent [Episode 134]
    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 […]
    45 min
  • Fraud Awareness Among Seniors [Episode 133]
    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 […]
    47 min
  • Planning Retirement With Deferred Gratification [Episode 132]
    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 […]
    48 min
  • Understanding Electronic Wills [Episode 131]
    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 […]
    47 min
  • Receiving Skilled Care at Home [Episode 130]
    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 […]
    47 min
  • The Changes in Saving for Retirement [Episode 129]
    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 […]
    44 min

About Life's Third Act

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Welcome to Life’s Third Act, hosted by attorney and CPA Joe Cordell. We explore the fascinating lessons learned from celebrity estates, uncovering insights into estate planning, wealth management, and…