Life's Third Act

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]