Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao, to talk about the application of estate planning, as it relates to the current Coronavirus (COVID-19) pandemic. They talk about the importance of having your estate planning documents in place, so that decisions can be made on your behalf, in case […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. John Morley, of St. Louis University’s Division of Geriatric Medicine, to break down the Coronavirus (COVID-19) pandemic, as it relates to the most vulnerable: seniors and those with compromised immune systems. He talks about the differences between the current pandemic and past epidemics (7:38), […]
Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by the Better Business Bureau’s Don O’Brien to break down all of the potential scams that seniors could be vulnerable to during the Coronavirus (COVID-19) pandemic. Don highlights how scammers are utilizing the headlines of the news, in order to capitalize on the fear that the […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Peter Lazaroff, CIO, CFA, CFP of Plancorp, as they discuss the financial and economic implications of the Coronavirus pandemic. They talk about Peter’s background and what Plancorp does (4:30). Peter explains the impact that the Coronavirus has had on the United States market (5:01) and […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by International Living Magazine editors Suzan Haskins and Dan Prescher to talk about the magazine and its history (2:10). Suzan and Dan break down the factors that go into creating the Annual Global Retirement Index (4:46), as well as the quality of health care internationally and […]
Attorney-CPA Joe Cordell and co-host Jill Enders dive into the topic of the coronavirus. They talk about their own experiences at restaurants and grocery stores, before diving into how it can affect seniors and their families. Joe and Jill highlight some of the necessary estate planning documents that seniors need to have in place. Joe […]
Attorney-CPA Joe Cordell and co-host Jill Enders talk about the importance of not cutting corners in your estate planning, on this episode of ElderTalk with TuckerAllen. They emphasize why overpaying and getting it done thoroughly and correctly is better than underpaying and utilizing a form. They touch on each of the moving parts that you […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Maggie Simpson, of the St. Louis Activities Center, as they talk about what activities and services are available for seniors in the St. Louis metropolitan area. Maggie describes the importance of socialization among seniors, and especially senior men, within the St. Louis Activities Center community. […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by attorney Jessica Jax, on this edition of ElderTalk with TuckerAllen. On this episode, Jessica joins Joe and Jill to discuss the recent merger of Cordell Planning Partners and TuckerAllen, as the new firm looks to assist clients with their plans for the future. The group […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner John Gallia, of the Gallia Wealth Management Group in Creve Coeur, Mo., to discuss the importance of financial planning as you age. John emphasizes evaluating what one aspect you feel is to be improved on in your financial plan and devoting time […]