Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands-Manning to discuss how to tackle estate planning in the new year. Ms. Manning discusses the increase in people seeking estate planning services at the beginning of the year, whether there is a sense of urgency with clients brought on […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands Manning to discuss the latest developments in the story concerning the will of Scholastic CEO Richard Robinson. Mr. Robinson recently unexpectedly left his family out of his will. Ms. Manning discusses the legal implications of this decision, legal tactics […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, investigator with the Better Business Bureau, to discuss the best ways for seniors to protect themselves from scams. Mr. O’Brien discusses how to become familiar with common scams targeting older adults, the criminal nature of telemarketing and email fraud, how to encourage seniors […]
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. […]
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, […]
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 […]
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 […]
In this installment of ElderTalk, Attorney-CPA Joe Cordell and co-host Jill Enders sit down with CEO and Executive Director of Twin Oaks Senior Living Tim Blattel to talk about the ins and outs of overseeing a family owned and operated business. Mr. Blattel dives into the history of Twin Oaks, the facility’s business model, opening […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Jennifer Coverdale, senior fitness expert with Chesterfield Family YMCA to discuss tips for staying healthy and fit through the holiday season. Ms. Coverdale talks about ways to avoid falling off the workout wagon, ways to hold yourself accountable, how she helps her clients stay on […]
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 for the conclusion of a two-part discussion about navigating your golden years so you get the most out of retirement. Mr. Gottlieb discusses his recommendations when it comes to finding a retirement […]