Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to discuss many of the missteps that people make when estate planning. This not only includes mishandled estate planning documents, but also includes failing to create estate planning documents altogether. Missy describes the biggest problem with only creating a will, […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Peter Lazaroff, co-Chief Investment Officer for Plancorp, to discuss steps to early retirement. They dive into Peter’s book, “Making Money Simple” as well as the plight of clients who want to retire on their schedule. Peter describes the “four percent rule” as a financial rule […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Dr. John Morley from St. Louis University’s Division of Geriatric Medicine to discuss wearing a mask, as well as other ongoing issues surrounding the COVID-19 pandemic. Dr. Morley highlights how government response to COVID-19 may require a lockdown and how the use of masks and […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by certified financial planner John Gallia, of Gallia Wealth Management Group to discuss ways to navigate investments and retirement amid the COVID-19 pandemic. John describes how the current political climate, as well as the 2020 Presidential Election, may affect the economic situations of clients, who are […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao, as they highlight the importance of reviewing a checklist of necessary estate planning documents when creating an estate plan. They go over how the effects of the COVID-19 pandemic have evolved over time for estate planning attorneys and how they assist […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Don O’Brien, an investigator for the Better Business Bureau to highlight scams that can occur, involving timeshare properties. The group highlights how the timeshare industry and societal perceptions of timeshare properties have evolved, as well as common techniques that people have used, in order to […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Smallwood, president of Smallwood Wealth Management and author of “It’s Your Wealth – Keep it: The Definitive Guide to Growing, Protecting, Enjoying, and Passing on Your Wealth,” to discuss ways of overcoming financial pressures amid the COVID-19 pandemic. They highlight how lifetime events that […]
Jill Enders is joined by TuckerAllen attorney Missy Shands Manning to discuss Medicaid planning as a method of asset protection, while paying for long-term care. Missy explains what a Medicaid asset protection trust, or irrevocable trust, is and how it functions to protect what you put in it, in order to allow you to qualify […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Friendship Village President and CEO Terry Walsh and Friendship Village Chesterfield’s Executive Director and Chief Strategy Officer Carmen Fronczak to discuss the trend of seniors in the St. Louis area moving into assisted living and memory care facilities amid the COVID-19 pandemic. The group discusses […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao to break down methods of utilizing estate planning for charitable giving. They highlight how a bequest in a will or trust offers informative instructions on how much money is being given and to what charity. Joe and Teresa highlight the risks […]