Joseph E. Cordell

Attorney, CPA, Author, Speaker

Getting the Most Out of Retirement [Episode 195]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner Andre Frazier. Ms. Frazier is an expert in behavioral finance and the Forbes Book author of “Financially Free: 11 Conversations To Have With Yourself About Life, Money, And Worth.”

Ms. Frazier was named one of Bristol’s “Who’s Who Among Distinguished Professionals and Executives” and “Top 100 in Finance for 2019 and Top 50 Women of 2019 by Top 100 Magazine.

Ms. Frazier joins the show to talk about how to manage your finances to make the most out of your retirement. She offers strategies to ensure you have enough money to last you through retirement, key steps to take when planning for retirement, how the pandemic impacted her work as a CFP, and more.

If you need help planning for your future or are faced with a retirement dilemma, consider getting in touch with an estate planning attorney at TuckerAllen.

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Warm Weather Scams Homeowners Should Avoid [Episode 194]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, Investigator with the Better Business Bureau, to discuss some of the scams to be on the lookout for as the weather warms. 

Spring is the season for unpredictable weather, and natural disasters like tornadoes, hurricanes, flooding, and wildfires sometimes bring out contractors looking to take advantage of people in a time of crisis. Better Business Bureau is warning homeowners affected by natural disasters to beware of “storm chasers” and out-of-town contractors soliciting business. Although not all storm chasers are scammers, they may lack the proper licensing for your area, offer quick fixes, or make big promises they can’t deliver. 

TuckerAllen: https://tuckerallen.com/ 
Better Business Bureau: https://www.bbb.org/article/tips/1489-bbb-tip-protect-yourself-from-storm-chasers-after-a-natural-disaster

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How Has the COVID-19 Pandemic Impacted Health Service Providers [Episode 193]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Warren and Mark Dwyer of the Rehabilitation Institute of St. Louis. Ms. Warren serves as Chief Nursing Officer of the Rehabilitation Institute while Mr. Dwyer is the CEO and they discuss how the services their organization offers have been affected over the last year by the COVID-19 pandemic.

Ms. Warren and Mr. Dwyer discuss the challenges they have faced in keeping their operation running safely, how their patients have changed their behavior in seeking health services, the current vaccination process, and more.

TuckerAllen: https://tuckerallen.com/
The Rehabilitation Institute of St. Louis: https://www.encompasshealth.com/locations/rehabinstitutestl

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Retirement Planning in 2021 [Episode 192]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Gallia, CFP of Gallia Wealth Management Group to discuss the landscape of retirement planning in 2021. 

Mr. Cordell and Ms. Enders chat with Mr. Gallia about the biggest issues to consider when planning for retirement in 2021. This includes his concerns about how the Biden administration will impact retirement planning, how to make final adjustments to financial plans, reasons to postpone retirement, the 4% rule, why spending is typically higher in the early years of retirement, and more. 

TuckerAllen: https://tuckerallen.com/
Gallia Wealth Management Group: https://www.galliawealthmanagement.com/

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Twin Oaks Senior Living Celebrating 40th Anniversary [Episode 191]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Kathy Blattel, financial director of Twin Oaks Senior Living, along with her 87-year-old mother and founder of Twin Oaks, Mary Ann Huber, who is now a Twin Oaks resident.

Ms. Blattel and Huber discuss how Twin Oaks is celebrating its anniversary, the growth of the community since it started in 1981, what it was like for a woman to build a senior living community, the biggest challenges Twin Oaks has faced, Twin Oaks’ plans for the future, and more.

TuckerAllen: https://tuckerallen.com/
Twin Oaks Senior Living: https://twinoaksseniorliving.com/

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