Life's Third Act

Life's Third Act

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

  • Appreciating the Functions of a Trust [Episode 128]
    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 […]
    47 min
  • Contemplating Aging in Place [Episode 127]
    Attorney-CPA Joe Cordell and co-host Jill Albers 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
    47 min
  • Navigating Family Dynamics in Estate Planning [Episode 126]
    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 […]
    45 min
  • Managing Your Finances Responsibly As You Get Older [Episode 125]
    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 […]
    44 min
  • Financing In-Home and Long-Term Care Needs [Episode 124]
    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 […]
    51 min
  • Learning More About Rehabilitative Care [Episode 123]
    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 […]
    50 min
  • Exploring the Estate Planning Issues of Ernie Banks [Episode 122]
    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. […]
    45 min
  • The Foundational Elements of Estate Planning [Episode 121]
    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 […]
    44 min
  • Exploring City and Rural Assisted Living Communities [Episode 120]
    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 […]
    43 min
  • Choosing Independent or Assisted Living Facilities [Episode 119]
    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 […]
    45 min

About Life's Third Act

From the publisher's feed

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…