Life's Third Act

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Jeannie Krause Taylor MSW, LCSW, C-ASWCM, senior care manager, president for Pathway for Aging and a 20-year professional in social work. She also is the present of the Board of Directors for Housing Options Provided for the Elderly (HOPE). They discuss the issues that seniors […]

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the ins and outs of Medicaid on this episode of ElderTalk with Joe Cordell. They break down the necessary steps in planning as we age. Susan talks about how emergencies can incite the need for Medicaid. Joe and Susan clarify the income qualifications necessary for Medicaid, as […]

Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk with Joe Cordell to discuss the financial planning necessary for long-term care and how to preemptively prevent problems from occurring when you get older. Attorney-CPA Joe Cordell and co-host Susan Arthur ask Mark about the how cashflow can affect long-term financial […]

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the necessity of having documents in place, in order to feel secure with your future plans. Joe talks about the unpredictable emergencies that can come up in life and how having health care directives is necessary way to protect yourself from the uncertainty of the future no […]

Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by April Haskins and Ann Warren of the Villages of St. Peters Memory Care to discuss dementia, Alzheimer’s, and memory loss and how the treatment of the symptoms is a focus of researchers in the medical field. April and Ann talk about queuing and how it […]

Bill Nass, vice president of Gershman Mortgage and a reverse mortgage specialist returns to Elder Talk with TuckerAllen to discuss how reverse mortgages can help seniors meet their financial needs. Attorney-CPA Joe Cordell and co-host Susan Arthur ask him about the finer details of the process. Bill explains HUD insured reverse mortgages and how the […]

Attorney-CPA Joe Cordell and co-host Susan Arthur talk about the forms and paperwork that often can be involved in the long-term planning process. As the years go by, it is important to have a plan in place, and Joe talks about the costs that go into the estate planning process and how saving money in […]

Attorney-CPA Joe Cordell and co-host Susan Arthur continue to discuss the ins and outs of estate planning, while highlighting many of the intricate options available to you as you plan for the future. They go over why giving away money to loved ones in one untethered action is a bad idea. Joe talks about how […]

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Diane Finnestead, of Diane Finnestead Insurance, and Carrie Gormley. Diane started her career as a long-term care specialist and is now a National Trainer and District Specialist. Gormley has twelve years of experience in insurance and is a member of the Senior Resources Options. The […]

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of issues that can arise when emotions get involved in the estate planning process. They discuss the need to have a plan in place, as well as highlighting how differing viewpoints regarding who feels entitled to what can breed conflict when it comes to making sure […]