Preparing for the Last Five Years Before Retirement [Episode 214]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders visit with Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird about how to prepare for retirement in the final five years of your career. 

The final five years before retirement might seem inconsequential, but they are arguably the most important as many of the decisions made during this stretch are not easily alterable. Mr. Oetken discusses the factors determining how much is needed for retirement, whether to avoid applying for Social Security benefits too early, how to project retirement outcomes, how to learn more about final contributions to retirement plans, and more. 

To learn more about planning for the final five years before retirement, read this article: https://www.kiplinger.com/retirement/retirement-planning/603215/retiring-in-the-next-5-years-make-these-five-decisions-now

If you need help planning for these critical years, it might be a good idea to talk to an estate planning attorney. Get in touch with TuckerAllen to learn how they can help. 

Click: https://tuckerallen.com/ 
Call: 314-335-1100

The Britney Spears Conservatorship Battle [Episode 213]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the conservatorship case of pop star Britney Spears and how it relates to estate planning. 

Mr. Gau discusses the purpose of a conservatorship, the controversy surrounding the way the conservatorship has been used in the Spears case, the prevalence of conservatorship abuse, the difficulty of ending a conservatorship, how he would handle similar allegations as an estate planning attorney, and more. 

Ms. Senior Missouri [Episode 212]

/in , /by

Subscribe: Apple Podcasts | RSS

Jill Enders is joined by reigning Ms. Senior Missouri Carolyn Schlueter.

Ms. Schlueter discusses her inspiration for entering the Ms. Senior Missouri competition, her history competing in pageants, how her life has changed since being named Ms. Senior Missouri, her future plans, and more. 

For more information about the Ms. Missouri Senior America Pageant, visit: https://www.msmissourisenior.org/.

The Return of St. Louis Senior Olympics – Part II [Episode 211]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined again by Phil Ruben, Development Manager for the Jewish Community Center, to continue their discussion about the return of the St. Louis Senior Olympics. 

The St. Louis Senior Olympics, which is sponsored by TuckerAllen, is a Masters-style athletic competition that promotes the health and wellness of men and women by providing them with opportunities to participate in competitive sports and social events. The annual event is organized by the Jewish Community Center. It involves the help of more than 300 volunteers as more than 1,200 athletes participate in 90+ events. 

You can watch Part I of this conversation here:

For more information about the St. Louis Senior Olympics, visit: https://jccstl.com/fitness-recreation/sports-recreation/st-louis-senior-olympics/