Attorney-CPA Joe Cordell and co-host Susan Arthur highlight family feuds that can occur in the estate planning experience. They break down estate planning techniques that you can use, in order to any fighting among loved ones over an estate. Joe and Susan break down how an estate plan that has not been updated can cause […]
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the abilities that a Power of Attorney document gives the designated attorney-in-fact. Joe simplifies what a Power of Attorney is and talks about the historical context of empowering a designated individual to make a decision on your behalf. Joe describes the different types of Powers of […]
Attorney-CPA Joe Cordell and co-host Susan Arthur go through the intricacies of investing in your senior years. They go over general principles of investing that will affect how you invest and how investing will benefit you. Joe talks about the necessity of giving responsibility to others, as well as the benefits of reading informational literature […]
Co-host Susan Arthur begins her journey highlighting nursing homes and long-term care facilities within the St. Louis metropolitan area with the Villages of St. Peters Memory Care in this audio walking tour. She joins Villages of St. Peters Memory Care administrator April Haskins. April takes Susan through the facility and talks about how some of […]
Attorney-CPA Joe Cordell and co-host Susan Arthur make an announcement regarding the show, detailing how ElderTalk with Joe Cordell is going to highlight living arrangements as you age more often on the show. On this episode, Joe and Susan are joined by Cordell Planning Partners Business Manager Keri Stoner to discuss the variety of communal […]
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of the speed bumps that can occur when you designate someone as a beneficiary in a will. Susan tells the story of a couple and the controversy surrounding the late wife’s pension fund and which family member or members she named as the beneficiary or beneficiaries […]
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion on Medicaid and long-term care. They describe the social and homely environment that many long-term care facilities and nursing homes attempt to cultivate, as well as the factors that allow you to qualify for Medicaid. Joe highlights the evolution in financial strategies on how […]
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into everything surrounding Medicare, Medicaid, and the long-term care you may receive as you get older. They talk about the differences between Medicare and Medicaid, as well as who these particular programs are for. They talk about the small percentage of long-term care that Medicare legally is […]
Attorney-CPA Joe Cordell and co-host Susan Arthur highlights cautionary tales of celebrities and notable figures who have made mistakes in planning for the future. They talk about how these individuals’ care and finances went wrong before they died, due to the lack of protection and planning for the uncertainty of the future. Joe and Susan […]
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the issues surrounding the possibility that we may find ourselves alone at the end of our lives. They talk about the historical and cultural events that have caused this to occur within the societal family dynamic, as well as life care and how vital planning is to […]