Notable Retirees/Seniors: The Next Chapter [Episode 231]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, President and CEO of St. Andrew’s Resources for Seniors System. 

Ms. Ryan has been with St. Andrew’s for 37 years, serving as President and CEO for 30 years. She is nationally known for her expertise and innovation in senior housing and services. She is a past Chair of the Board of Directors of Leading Age, a charitable organization focused on education, advocacy, and applied research with more than 6,000 not-for-profit members serving millions of older adults. 

She joins the program to discuss her decision to retire, career highlights, biggest career challenges, retirement plans, the most significant changes she’s seen in the senior housing and services industry during her career, the growth of St. Andrew’s, and more. 

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen. 

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

Finding Senior Living Facilities for Your Loved Ones [Episode 230]

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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 families can find senior living facilities for their loved ones. 

The Balleaus give an overview of their company and discuss how their own situation motivated them to start Transitions For Senior Living, the challenges families face when they must find a facility for a loved one on short notice, the different types of senior living communities, key issues to understand with senior living communities, why it’s vital to have an estate plan and financial plan in place, and more. 

To learn more about Transitions For Senior Living, visit https://transitionsforseniorliving.com. 

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen. 

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

Planning for a Successful Retirement [Episode 229]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by James Conole, Certified Financial Planner and founder of Root Financial Partners in San Diego. He’s also the host of the “Ready for Retirement” podcast. 

Mr. Conole chats with the hosts about creating a sound portfolio to help plan for a successful retirement. He discusses his background and how he discovered his passion for helping others plan for retirement, how retiring at the wrong time can impact you, why delaying retiring by just one year can hugely impact your portfolio, how to balance spending too little and too much in retirement, the 4% rule, how much the average person should save for retirement, common retirement mistakes, paying off debt before retirement, how to protect against stock market and inflation risks, and more. 

For more information on Root Financial Partners, visit: https://rootfinancialpartners.com/

Listen and subscribe to the Ready for Retirement podcast: https://readyforretirement.co/podcast/

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/ 

Call: 314-335-1100

Musical Entertainment in Senior Communities [Episode 228]

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Jill Enders is joined by Ken Roberts, Army veteran and entertainer, to discuss his love of music and providing entertainment for the senior community. 

Mr. Roberts currently performs at independent and assisted living facilities as well as church gatherings, fairs, fundraisers, class reunions, birthday parties, anniversary parties, and wedding receptions. He talks about his lifelong passion for music, his past performances while serving in the Army, his experience performing in retirement communities, how music can help those battling Alzheimer’s or dementia, and more. 

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/  

Call: 314-335-1100