Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Libby Travers, of Meals on Wheels, to discuss the history of their organization and their ability to provide food and outreach for the St. Louis metropolitan area. They discuss how the organization gets its food from hospitals and nursing homes, as well as the organization’s […]
Attorney-CPA Joe Cordell and co-host Jill Enders highlight why it is important to be cautious and discerning when choosing someone to represent your interests when signing a Power of Attorney document. With all of the scams and potentially negative behavior that seniors can be vulnerable to, it is necessary to entrust your health, finances, and […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, of the Better Business Bureau, to discuss fraud and methods of deception that seniors may become victims of. He breaks down how social media and other newer forms of communication can cause scams to spread, forcing seniors to be wary of potential fraud […]
Attorney-CPA Joe Cordell and co-host Jill Enders break down the fundamental elements of planning for retirement. They highlight the importance of making responsible financial choices throughout your life, in order to create the assets necessary for a comfortable retirement. They discuss the difference between occasional saving and being frugal all of the time, as well […]
Attorney-CPA Joe Cordell and co-host Jill Enders discuss the innovations and intricacies involved in electronic wills. They currently exist in the state of Florida, and given the prevalence of esignatures, this digital innovation adds convenience to the state planning process. Joe highlights how maintaining locatable documents is an essential part of the process, after a […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Layden and Laura Adams of Premiere Home Health in St. Charles, Mo., to discuss the at-home alternative of entering in skilled care facility for treatment, their backgrounds, and their recent Home Care Elite recognition as a home health agency. They dive into the services […]
Attorney-CPA Joe Cordell and co-host Jill Enders discuss many of the changes that have occurred in the economy and how it affects the methodology of saving money and planning for retirement. They dive into the various forms of benefits that an IRA and a 401K include and the differences between the two. Joe also talks […]
Attorney-CPA Joe Cordell and co-host Jill Enders navigate the ins and outs of trusts. They talk about the different perspectives that exist among clients who feel that a more detailed estate plan would be “controlling from the grave” versus clients who feel that it simply would be a parent looking out for their children. Joe […]
Attorney-CPA Joe Cordell and co-host Jill Enders focus their discussion on the on-going debate of aging in place vs. moving to a facility or community that offers amenities and care options. They highlight an article from the Wall Street Journal that details the financial investment that has been made in creating these facilities and communities […]
Attorney-CPA Joe Cordell and co-host Jill Enders discuss the legal ramifications of having estate planning documents in place. Joe describes the role of the attorney and how they go about creating a comprehensive estate plan that reflects the wishes of the client. They talk about clients who may have a controlling kid who wishes to […]