Life's Third Act

Life's Third Act

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

  • Mistakes to Avoid in Estate and Elder Law Planning [Episode 178]
    Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to review some of the most common mistakes that are typically made in estate planning and elder law.  The panel discusses the factors that often lead to these missteps, the consequences of the mistakes, and what you can do to […]
    44 min
  • Conducting Your Life During COVID-19 with Dr. Jay Bhattacharya [Episode 177]
    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 […]
    1 hr 2 min
  • Navigating the Health Challenges of COVID-19 [Episode 176]
    Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Kaori Sakurai, Assistant Professor from the Division of Geriatrics and Nutritional Science at the John T. Milliken Department of Medicine at Washington University’s School of Medicine in St. Louis. They discuss health issues related to the COVID-19 pandemic and how the senior population has […]
    58 min
  • Protecting Yourself From Common Estate Planning Mistakes [Episode 175]
    Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to discuss many of the missteps that people make when estate planning. This not only includes mishandled estate planning documents, but also includes failing to create estate planning documents altogether. Missy describes the biggest problem with only creating a will, […]
    48 min
  • Reaching Retirement Goals [Episode 174]
    Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Peter Lazaroff, co-Chief Investment Officer for Plancorp, to discuss steps to early retirement. They dive into Peter’s book, “Making Money Simple” as well as the plight of clients who want to retire on their schedule. Peter describes the “four percent rule” as a financial rule […]
    59 min
  • Wear Your Mask with Dr. John Morley [Episode 173]
    Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Dr. John Morley from St. Louis University’s Division of Geriatric Medicine to discuss wearing a mask, as well as other ongoing issues surrounding the COVID-19 pandemic. Dr. Morley highlights how government response to COVID-19 may require a lockdown and how the use of masks and […]
    47 min
  • Managing Investment Plans for Retirement [Episode 172]
    Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by certified financial planner John Gallia, of Gallia Wealth Management Group to discuss ways to navigate investments and retirement amid the COVID-19 pandemic. John describes how the current political climate, as well as the 2020 Presidential Election, may affect the economic situations of clients, who are […]
    48 min
  • Key Components to Estate Plans and Instructing Loved Ones [Episode 171]
    Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao, as they highlight the importance of reviewing a checklist of necessary estate planning documents when creating an estate plan. They go over how the effects of the COVID-19 pandemic have evolved over time for estate planning attorneys and how they assist […]
    1 hr 5 min
  • Dealing With Financial Pressure Amid COVID-19 [Episode 169]
    Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Smallwood, president of Smallwood Wealth Management and author of “It’s Your Wealth – Keep it: The Definitive Guide to Growing, Protecting, Enjoying, and Passing on Your Wealth,” to discuss ways of overcoming financial pressures amid the COVID-19 pandemic. They highlight how lifetime events that […]
    44 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…