Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Better Business Bureau investigator Don O’Brien. The group discusses reverse mortgages and how seniors can utilize them, in order to gain access to the equity of their home. Don explains how the amount of cash is determined with a reverse mortgage, as well as how […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Todd Oetken, financial advisor and Certified Financial Planner for R.W. Baird to discuss how to navigate financial planning amid the COVID-19 pandemic. As the pandemic has continued, there continues to be economic consequences that seniors have to face, when looking to invest. Todd highlights how […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao to discuss common missteps that people make when creating and executing estate planning documents. Teresa describes what it means to die intestate and how the legal process navigates those who do die intestate. She identifies issues that can occur if someone […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Louis Wray, founder and Wealth Manager of Vine Wealth Management to discuss how to navigate the stock market amid the COVID-19 pandemic. They break down the effects of the pandemic on the economy and how to project the future, amid the chaos. Louis looks into […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Chris Orestis, president of LifeCare Xchange and author of “Help on the Way” and “A Survival Guide to Aging”. They discuss ways seniors can both pay for long-term care and protect their bank accounts and identities from potential threats. Chris breaks down how a long-term […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Phil Ruben, director of the St. Louis Senior Olympics. The St. Louis Senior Olympics is a Masters-style athletic competition that promotes the health and wellness of men and women by providing them with opportunities to participate in competitive sports and social events. The annual event […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao, as they continue their discussion about paying for long-term care. They highlight the social stigmas associated with utilizing Medicaid planning, in order to receive Medicaid for long-term care costs. Teresa breaks downs the ins and outs of the look-back period involved […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao to begin a two-part discussion on long-term care. They highlight how mid- and higher-income brackets can qualify for Medicaid, in order to pay for long-term care through Medicaid planning. Teresa and Joe break down how the utilization of irrevocable trusts can […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by behavioral finance expert and author Ande Frazier to discuss how to reestablish financial stability and security amid the COVID-19 pandemic. They talk about Ande’s background in the financial field and how her father’s ministry has helped those seeking financial advisement. Ande discusses her book “Financially […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Nir Barzilai, author, aging expert, founder of the Institute for Aging Research at the Albert Einstein College of Medicine, and Scientific Director of the American Federation for Aging. They discuss what steps seniors can take to protect themselves from exposure to COVID-19, while combating […]