What You Should Know About Retiring Abroad [Episode 221]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Janet Blaser, author of “Why We Left: An Anthology of American Women Expats.”

Ms. Blazer is 65 and retired, living in Mazatlán, Mexico. She left California at age 50 to live in Mexico. She joins the show to discuss international retirement and what someone needs to know if they are considering retiring abroad. She reviews her own story of moving to Mexico, her decision to return to the U.S. during the pandemic, why Mexico was the place she chose for retirement, the challenges of retiring in another country, and more. 

You can read more about Ms. Blaser’s story here: https://www.cnbc.com/2021/01/07/i-left-the-us-for-mexico-what-its-like-to-retire-by-the-beach-on-just-1000-per-month.html.

The Britney Spears Conservatorship Battle Part II [Episode 220]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the ongoing controversy regarding the conservatorship of former pop star Britney Spears. 

In this second part of a two-part discussion, the panel reacts to recent developments on the case, including reactions to Spears’ father stepping down, how Spears’ recent marriage will affect the conservatorship, the possibility of dissolving the conservatorship down the road, and more. 

Click here to listen to part I of the discussion: https://youtu.be/jAqt398sVJA

Notable Retirees/Seniors: What’s Age Got to Do With It? [Episode 219]

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Jill Enders is joined by 106-year-old Virginia Leitner, reigning Ms. Senior Missouri Carolyn Schlueter, and Ms. Missouri Senior America Pageant Producer Susan Pellegrino for a wide-ranging discussion on the secrets to longevity. 

Each member of the panel talks about their background, major historical events they’ve lived through, their experience in the Ms. Senior Missouri and Ms. Senior America Pageants, and more.

Making the Move to a Senior Living Community [Episode 218]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” Mr. Smith is also a longtime senior living expert who co-founded and continues to manage the Gatesworth Communities in St. Louis, Mo. 

Mr. Smith joins the program to discuss the transition that seniors make as they move from their homes to senior living communities. He discusses his own career path from attorney to the senior living industry, the top reasons seniors resist leaving their homes, the costs of living in senior living homes, how he works with the families of seniors as they make this move, and more.

Tackling Retirement Planning [Episode 217]

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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 common obstacles to overcome when planning for retirement. 

Mr. Gallia discusses the future of Social Security and Medicare, how to avoid short-sighted savings, how to overcome career setbacks, the best ways to pay down debt before retirement, and more. 

For more information on Gallia Wealth Management Group, visit https://www.galliawealthmanagement.com/.

Sorting Through Pandemic Controversy [Episode 216]

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Jill Enders is joined by Dr. Jay Bhattacharya to discuss some of the controversy surrounding the COVID-19 pandemic. Dr. Bhattacharya is a Professor of Medicine at Stanford University and one of the authors of the Great Barrington Declaration. He is also a research associate at the National Bureau of Economics Research. 

Dr. Bhattacharya reviews the Great Barrington Declaration, his thoughts on government lockdown strategies, how the different variants of the virus have mutated, what virus treatments are effective, the usefulness of mask mandates, how the COVID-19 pandemic compares to the Spanish Flu of 1918, and more. 

Scholastic CEO Richard Robinson Leaves Family Out of Will [Episode 215]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the recent news regarding the estate of Scholastic CEO Richard Robinson, who unexpectedly left his family out of his will. 

Mr. Gau gives his reactions, discusses the legal options available to the Robinson family, explains the legal tactics that could be used to challenge the will, the likely impact of all this on Scholastic, and more.

Preparing for the Last Five Years Before Retirement [Episode 214]

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Attorney-CPA Joe Cordell and co-host Jill Enders visit with Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird about how to prepare for retirement in the final five years of your career. 

The final five years before retirement might seem inconsequential, but they are arguably the most important as many of the decisions made during this stretch are not easily alterable. Mr. Oetken discusses the factors determining how much is needed for retirement, whether to avoid applying for Social Security benefits too early, how to project retirement outcomes, how to learn more about final contributions to retirement plans, and more. 

To learn more about planning for the final five years before retirement, read this article: https://www.kiplinger.com/retirement/retirement-planning/603215/retiring-in-the-next-5-years-make-these-five-decisions-now

If you need help planning for these critical years, it might be a good idea to talk to an estate planning attorney. Get in touch with TuckerAllen to learn how they can help. 

Click: https://tuckerallen.com/ 
Call: 314-335-1100

The Britney Spears Conservatorship Battle [Episode 213]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the conservatorship case of pop star Britney Spears and how it relates to estate planning. 

Mr. Gau discusses the purpose of a conservatorship, the controversy surrounding the way the conservatorship has been used in the Spears case, the prevalence of conservatorship abuse, the difficulty of ending a conservatorship, how he would handle similar allegations as an estate planning attorney, and more. 

Ms. Senior Missouri [Episode 212]

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Jill Enders is joined by reigning Ms. Senior Missouri Carolyn Schlueter.

Ms. Schlueter discusses her inspiration for entering the Ms. Senior Missouri competition, her history competing in pageants, how her life has changed since being named Ms. Senior Missouri, her future plans, and more. 

For more information about the Ms. Missouri Senior America Pageant, visit: https://www.msmissourisenior.org/.