Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gail Zugerman, host of the podcast Growing Old With Gusto. Ms. Zugerman discusses how her career in marketing served as a springboard for her senior-focused podcast, her tips for changing your attitude as you age, misconceptions about growing old, main concerns seniors have about aging, […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by George Jerjian, a mindset mentor, author, and speaker to discuss the importance of heading into your retirement years with a positive mindset and outlook. Mr. Jerjian discusses how he was given six months to live at age 52 and how that was a turning point […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of The Senior Learning Institute to discuss reasons not to sell a home as-is and the value of investing in a home warranty. Mr. Gottlieb discusses his background, why it is unwise to sell a home as-is […]
Attorney-CPA Joe Cordell and co-host Jill Enders discuss the importance of having a disaster recovery plan in place in the event of a sudden emergency. Many people do a great job of planning for a gradual loss of health, but often overlooked is having a plan for an unexpected catastrophic event that leaves you incapacitated […]
Jill Enders is joined by TuckerAllen estate planning attorney Nina Windsor to discuss estate planning for blended families. Ms. Windsor discusses the challenges of estate planning for blended families, the importance of updating estate plans after marriage or divorce, whether you should have a joint trust with your spouse or individual revocable trusts, the importance […]
Jill Enders is joined by Richard Mark, Chairman and President of Ameren Illinois, to discuss his career and recent decision to retire. Mr. Mark, who has had a distinguished 20-year career in the energy sector and 45 years of business and civic leadership, recently announced his intention to retire on Aug. 1, 2022. He discusses […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brenton Dearing, Certified Financial Planner and Founder and President of Wealth Ambassadors, to discuss retiring in 2022 in the midst of an unstable economy. Mr. Dearing discusses the Federal Reserve’s recent decision to raise interest rates by three-quarters of a point, whether he thinks we […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss how to respond when forced to deal with a trustee who fails to fulfill their fiduciary duties. Ms. Windsor reviews the differences between an Agent under Power of Attorney and a trustee who is acting while someone […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brett Stehl, Certified Financial Planner and St. Louis-based Institutional Consultant for Goelzer Investment Management of Indianapolis, and Don Hutchinson, Managing Director of Institutional Advisory Services at Goelzer Investment Management. They talk about financial planning in an economy hit by inflation. Mr. Stehl and Mr. Hutchinson […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Daryl Tegtmeier, owner of Epoch Family Wealth, to discuss financial planning for clients of family-owned businesses. Mr. Tegtmeier discusses his background and the history of Epoch Family Wealth, how his father inspired him to pursue this specific type of financial planning, the steps to creating […]