Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, for the conclusion of their two-part conversation concerning market projections for 2021. 

With a new administration in Washington, D.C., there is much uncertainty over how potential new legislation will affect the economy and what that will mean for personal finance. Mr. Wray discusses his concerns and expectations regarding the coming year and gives tips for how you can plan to help ensure your estate is protected regardless of what comes to pass. 

If you have concerns about your estate plan or need help planning for your future, get in touch with an attorney at TuckerAllen.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, to discuss what impact the Biden Administration might have on taxes and how that will affect the broader economy. 

There has been speculation that the new administration will raise the corporate tax rate after it was lowered from 35% to 21% after the Tax Cuts and Jobs Act of 2017 passed. They discuss that potential change as well as the outlook for individual tax rates and what you can do to financially plan for your future regardless of political changes. 

If you are concerned about how changes to tax law could affect your financial future and want to make sure you properly plan, get in touch with an Estate Planning Attorney at TuckerAllen.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined once again by Certified Financial Planner Todd Oetken to discuss how to manage your finances and plan for the future when there is so much uncertainty and turmoil across the world. 

Over the last year, the COVID-19 pandemic and political upheaval has cast doubt over what the economy is going to look like even in the immediate future. This can make planning ahead financially seem impossible, especially for individual 60 and older. 

Mr. Oetken discusses investment and financial planning strategies that have stood the test of time and should remain sound tactics despite the chaos of the last year. 

If you need help planning for your future, please get in touch with an attorney at TuckerAllen.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Jay Bhattacharya, Stanford University professor and physician, and co-author of The Great Barrington Declaration, to discuss a variety of the issues surrounding COVID-19 and the pandemic as a whole.

Dr. Bhattacharya breaks down the insights and motivations that led to the creation of The Great Barrington Declaration and how the lockdowns have impacted the population across different age demographics.

The panel discusses how fear has been a factor in how both the virus is viewed and the responses by public officials, and Dr. Bhattacharya described the prescription offered in the Great Barrington Declaration.

He dissected the shaming aspects of masking and contracting COVID-19, in the context of public health policy and describes why political health policy should never be divided between political lines.

The panel talks about the economic consequences of the pandemic and how livelihoods have been forever changed by the circumstances and responses of COVID-19. Dr. Bhattacharya also highlights the impact that he hopes that The Great Barrington Declaration has, as well as any pushback he has faced.

Attorney-CPA Joe Cordell and co-host Jill Enders talk with Better Business Bureau Investigations Manager Don O’Brien about some of the dangers seniors can encounter when exploring the online dating world. 

There are numerous online schemes that target the elderly, including romance scams. The panel discuss one incident that recently occurred in St. Louis in which Hammed Akande conned at least 24 people, all over 60, out of hundreds of thousands of dollars. 

They also review safety precautions seniors should take when navigating the internet, particularly dating and matching services. 

If you have any elder law questions, please get in touch with an attorney at TuckerAllen. 

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Senior Estate Planning Attorney Missy Shands Manning to discuss how your estate plan can impact your taxes and vice versa. 

The panel reviews the most essential need-to-knows concerning estate planning and taxes such as how trusts are taxed, how to set up a charity to offset your tax burden, the death tax, and more. 

If you have any questions or concerns about taxes and estate planning, contact an estate planning attorney at TuckerAllen.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen Senior Estate Planning Attorney Missy Shands Manning to discuss why it is a good idea to make estate planning a priority in the new year. 

Many new-year to-dos and goals end up going by the wayside as the year progresses, and estate planning is no different. However, making sure your plan is in order is vital and something that you should avoid putting off. The panel explain why estate planning in the new year is so important and offer tips to help keep you on track.

On this week’s episode, Attorney-CPA Joe Cordell and co-host Jill Enders focus answering the following question: How do we live longer to enjoy life further? Joining them this week is Dr. Luigi Fontana from the University of Sydney.

Dr. Fontana is a leading researcher in the fields of preventative medicine, healthy longevity, nutrition, exercise training, and the mechanisms of aging. He is also the author of The Path to Longevity: The Secrets to Living a Long, Happy, Healthy Life.

For more information on Dr. Fontana and his research studies, visit https://www.sydney.edu.au/medicine-health/about/our-people/academic-staff/luigi-fontana.html.

Attorney-CPA Joe Cordell and co-host Jill Enders welcome back Certified Financial Planner Todd Oetken. 

Mr. Oetken explains how people can maintain financial security as well as manage their finances during COVID-19. 

For more information on Mr. Oetken and the services offered by RW Baird, visit https://therobertsgroup.rwbaird.com/team/todd-oetken.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Premiere Home Health Care CEO Ann Aliben for a discussion on the specific health challenges facing aging adults in 2020. 

Ms. Aliben explains the services offered to communities and individuals by Premiere Home Health Care and how that has gotten more challenging during the COVID-19 pandemic. 

As COVID-19 cases have surged, the specific health needs have also increased, particularly for seniors. Ms. Aliben describes how Premiere Home Health Care has adjusted to these dilemmas and offers tips for seniors to take care of their health through this unusual holiday season. 

For more information on the services offered by Premier Home Health Care, visit https://www.premierhomehealthcare.com/.