Retirement Planning in 2021 [Episode 192]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Gallia, CFP of Gallia Wealth Management Group to discuss the landscape of retirement planning in 2021. 

Mr. Cordell and Ms. Enders chat with Mr. Gallia about the biggest issues to consider when planning for retirement in 2021. This includes his concerns about how the Biden administration will impact retirement planning, how to make final adjustments to financial plans, reasons to postpone retirement, the 4% rule, why spending is typically higher in the early years of retirement, and more. 

TuckerAllen: https://tuckerallen.com/
Gallia Wealth Management Group: https://www.galliawealthmanagement.com/

Twin Oaks Senior Living Celebrating 40th Anniversary [Episode 191]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Kathy Blattel, financial director of Twin Oaks Senior Living, along with her 87-year-old mother and founder of Twin Oaks, Mary Ann Huber, who is now a Twin Oaks resident.

Ms. Blattel and Huber discuss how Twin Oaks is celebrating its anniversary, the growth of the community since it started in 1981, what it was like for a woman to build a senior living community, the biggest challenges Twin Oaks has faced, Twin Oaks’ plans for the future, and more.

TuckerAllen: https://tuckerallen.com/
Twin Oaks Senior Living: https://twinoaksseniorliving.com/

Helping Families Find Senior Living Facilities for Their Loved Ones [Episode 190]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Sharon and Jeff Balleau, owners of Transitions for Senior Living to discuss how to go about finding living facilities for loved ones as they age. 

Mr. and Mrs. Balleau offer personalized services for helping families with this transition. They meet with seniors and their families to discuss their needs and understand the care that they require. They liken themselves to real estate agents for senior living. 

If you or your loved one are researching senior living communities and need guidance, get in touch with Transitions for Senior Living. You can also contact a TuckerAllen elder care attorney for all of your elder law needs.

Should You Relocate for Retirement? [Episode 189]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by author Janet Blazer to discuss how to plan for retirement if you plan on spending your golden years in a new location. 

Ms. Blazer was a journalist in California but at age 50 decided to move to Mazatlán, Mexico, to start a publication and spend her retirement years. 

Moving to a new place and starting a new adventure in retirement might be intimidating to some, but in many cases in can lead to greater fulfilment and can even be more affordable in some instances. 

Ms. Blazer discusses what to keep in mind if a big move might be in your retirement plans, including logistics, how to adapt to a new home, how to financially plan for the move, and how to get the most enjoyment out of the entire experience. 

If you are nearing retirement and need help planning for your next step, get in touch with an attorney at TuckerAllen.