Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau for the first of a two-part series discussing the most essential things you need to know about Medicaid as it relates to estate planning and elder care. In Part I, Mr. Gau reviews the rules of Medicaid, including how the affluent […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Travis Freeman, Certified Financial Planner for the Moneta Group, to discuss how to research and do your homework when selecting a financial planner. Mr. Freeman explains the qualifications consumers should look for when choosing a financial planner, the resources available to consumers when checking a […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb – certified senior advisor, realtor, and founder of The Senior Living Institute. Mr. Gottlieb discusses the ways seniors can simplify their lives by decluttering. Mr. Gottlieb explains the services and resources available through The Senior Learning Institute, tips for seniors who decide to […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ric Edelman, founder of Edelman Financial Engines, the author of several personal finance books, and the host of a weekly personal finance talk radio show called The Ric Edelman Show. Mr. Edelman is a legend in the financial world. He’s the co-founder of Edelman Financial […]
Attorney-CPA Joe Cordell and co-host Jill Embers are joined by TuckerAllen attorney Jim Gau to break down incentive trusts and how the function in terms of estate planning. Mr. Gau explains what an incentive trust is and provides examples of how it can be used, explains what can go wrong with incentive trusts, discusses the […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird, to discuss the biggest and mistakes people make when choosing a financial advisor. Mr. Oetken explains how some of the most common missteps people make with this decision can have major consequences such as […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Peter Lazaroff, who is co-chief investment officer for Plancorp. His first book, “Making Money Simple,” was published just last year. Peter also regularly writes for Forbes and The Wall Street Journal. Mr. Lazaroff often blogs about investing in Bitcoin and gold and he joins the […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ron Battelle, retired Chief of St. Louis County Police. He currently serves as Executive Director for The BackStoppers, which provides ongoing needed financial assistance and support to the spouses and dependent children of fallen police officers, firefighters, volunteer firefighters, and publicly funded paramedics and EMTs. […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Phil Ruben, Development Manager for the Jewish Community Center, to talk about the return of the St. Louis Senior Olympics. The St. Louis Senior Olympics, which were canceled last year due to the COVID-19 pandemic, are a Masters-style athletic competition that promotes the health and […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner Andre Frazier. Ms. Frazier is an expert in behavioral finance and the Forbes Book author of “Financially Free: 11 Conversations To Have With Yourself About Life, Money, And Worth.” Ms. Frazier was named one of Bristol’s “Who’s Who Among Distinguished Professionals and […]