Learning More About the St. Louis Activities Center [Episode 138]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Maggie Simpson, of the St. Louis Activities Center, as they talk about what activities and services are available for seniors in the St. Louis metropolitan area.

Maggie describes the importance of socialization among seniors, and especially senior men, within the St. Louis Activities Center community. She talks about the holiday activities, dances, games, instructor-led exercise activities, day trips, road trips, transportation, and more available at the center.

Maggie also describes how present the city of St. Louis is in the lives of those at the St. Louis Activities Center, as well as how the relationships among seniors at the center give these individuals an opportunity to connect with others.

Then, Joe and Jill are joined by roving reporter online editor Dan Pearce, as they discuss the estate planning issues surrounding a civil and criminal case involving Mount Carmel, Ten. Mayor Chris Jones.

For information on the St. Louis Activities Center, contact 314-645-3577.

Understanding the Vitality of a Plan [Episode 137]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by attorney Jessica Jax, on this edition of ElderTalk with TuckerAllen. On this episode, Jessica joins Joe and Jill to discuss the recent merger of Cordell Planning Partners and TuckerAllen, as the new firm looks to assist clients with their plans for the future.

The group talks about the primary to-do items that people need to have in place when planning for the future, including an active Power of Attorney, financial planning for long-term care, and asset planning.

They talk about what goes into making the choice of an agent of a Power of Attorney, as well as the difference between a conservatorship and a guardianship. Jessica explains the functions of probate court and emphasizes why proper planning ahead of time can make probate court easier.

Jessica also talks about the financial options involved in paying for long-term care, as well as planning and applying for Medicaid. She also dives into the importance of making decisions, in regards to your assets.

Making a Financial Plan [Episode 136]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner John Gallia, of the Gallia Wealth Management Group in Creve Coeur, Mo., to discuss the importance of financial planning as you age. John emphasizes evaluating what one aspect you feel is to be improved on in your financial plan and devoting time and effort to work on it.

John highlights the importance of seeking a Certified Financial Planner, when planning your financial future, as well as how they are paid. He describes how pension plans factor into the greater financial scope of a client’s finances, as well as how important understanding a client’s goals is for a Certified Financial Planner.

He talks about how frequently listeners should be speaking to a financial planner, as well as how living situations for retired individuals can affect their overall financial picture, especially those dealing with mortgages.

John also talks about the impact of credit card debt and how vital it is to get rid of that before you retire.

Learning More About Meals on Wheels [Episode 135]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Libby Travers, of Meals on Wheels, to discuss the history of their organization and their ability to provide food and outreach for the St. Louis metropolitan area.

They discuss how the organization gets its food from hospitals and nursing homes, as well as the organization’s ability to check-in on the recipients, in order to make sure that they are doing well. Libby explains the difference between the regional organizations across the country and the Federal program. She talks about the subsidies and the donations that the organization relies on.

Libby highlights the ways that they assist the senior citizen community and how they thoroughly screen their serving volunteers.

Then Joe and Jill are joined by roving reporter and online editor Dan Pearce to discuss a recent estate planning case involving the University of Missouri and Hillsdale College in Michigan.