Tips for Transitioning to a Retirement Community – EP. 34 – Life’s Third Act

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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!” and longtime senior living expert who co-founded and manages the Gatesworth Communities in St. Louis.

Mr. Smith discusses what motivated him to transition from attorney to the senior living industry, his biggest challenges when making the career transition, the latest trends in leasing, top reasons seniors resist leaving their home, advice for seniors fearful about moving to a retirement community, most common fears of seniors who are widowed, the role a senior’s family plays in the process, feedback he’s gotten from seniors who made the transition, average cost of living in a retirement community, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Embracing the Golden Years – EP. 33 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gail Zugerman, host of the podcast Growing Old With Gusto.

Ms. Zugerman discusses how her career in marketing served as a springboard for her senior-focused podcast, her tips for changing your attitude as you age, misconceptions about growing old, main concerns seniors have about aging, whether she believes attitude regarding aging are evolving, the differences in how men and women view aging, and more.

Listen and subscribe to Growing Old With Gusto: https://growingolderwithgusto.com/

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Aging With a Positive Attitude – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by George Jerjian, a mindset mentor, author, and speaker to discuss the importance of heading into your retirement years with a positive mindset and outlook.

Mr. Jerjian discusses how he was given six months to live at age 52 and how that was a turning point in his life, his PSYCH-K method, myths about retirement, the difference a spirit of gratitude can make in one’s life, most common fears about growing old, advice for seniors with a negative life outlook, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Selling and Maintaining Your Home – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of The Senior Learning Institute to discuss reasons not to sell a home as-is and the value of investing in a home warranty.

Mr. Gottlieb discusses his background, why it is unwise to sell a home as-is to an investor, circumstances for selling as-is, tips for selling a home, why he recommends home warranties, where seniors can find credible home warranties and what they typically cover, other resources for seniors who can’t afford a home warranty or repairs, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Disaster Recovery Plan – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders discuss the importance of having a disaster recovery plan in place in the event of a sudden emergency.

Many people do a great job of planning for a gradual loss of health, but often overlooked is having a plan for an unexpected catastrophic event that leaves you incapacitated such as a heart attack or car accident. Mr. Cordell and Ms. Enders review key concerns such as what is needed to grant legal authority to whoever you want making important decisions swiftly and honestly; how to grant access to critical online information such as website passwords; how to handle potential banking and brokerage issues; making sure debts and recurring expenses are paid appropriately; important information to organize regarding other significant assets such as real estate, savings accounts, annuities and cash value life insurance; and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

What Blended Families Should Know About Estate Planning – Life’s Third Act

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Jill Enders is joined by TuckerAllen estate planning attorney Nina Windsor to discuss estate planning for blended families.

Ms. Windsor discusses the challenges of estate planning for blended families, the importance of updating estate plans after marriage or divorce, whether you should have a joint trust with your spouse or individual revocable trusts, the importance of not relying on your spouse or child’s stepparent to carry out wishes for your biological children, the circumstances when your trust should become irrevocable if you have a joint trust, the role of a power of attorney, whether or not it is best to have biological children or stepchildren serve as trustees, who should serve as a trustee in a blended family situation, how to plan for the possibility that your surviving spouse will remarry, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Celebrating the Career of Richard Mark – Life’s Third Act

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Jill Enders is joined by Richard Mark, Chairman and President of Ameren Illinois, to discuss his career and recent decision to retire.

Mr. Mark, who has had a distinguished 20-year career in the energy sector and 45 years of business and civic leadership, recently announced his intention to retire on Aug. 1, 2022. He discusses his reasons for retiring, what he will miss most about his job, what made him shift his career from hospital administration to the energy sector, career highlights, the biggest challenges faced in his career, retirement plans, advice for his successor, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Retiring in an Unstable Economy – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brenton Dearing, Certified Financial Planner and Founder and President of Wealth Ambassadors, to discuss retiring in 2022 in the midst of an unstable economy.

Mr. Dearing discusses the Federal Reserve’s recent decision to raise interest rates by three-quarters of a point, whether he thinks we are heading for a recession, recommendations for retirees during this time, whether he recommends delaying retirement, how to reassess risk tolerance, maximizing tax-advantaged retirement savings, the benefits or rolling over a 401(k) to an IRA, whether to delay retirement if you encounter unexpected debt, signing up for Medicare and other healthcare benefits, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Dealing With a Trustee Who Doesn’t Fulfill Fiduciary Duties – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss how to respond when forced to deal with a trustee who fails to fulfill their fiduciary duties.

Ms. Windsor reviews the differences between an Agent under Power of Attorney and a trustee who is acting while someone is incapacitated, the obligations of a trustee to the heirs, the information beneficiaries are entitled to and whether a trustee can get in trouble for refusing to share information about the trust or financial statements, whether a trustee can gift funds to themselves, whether it is possible to remove a trustee because of a lack of trust, legal actions beneficiaries can take against trustees and whether those legal fees can be reimbursed, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Financial Planning During Inflation – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brett Stehl, Certified Financial Planner and St. Louis-based Institutional Consultant for Goelzer Investment Management of Indianapolis, and Don Hutchinson, Managing Director of Institutional Advisory Services at Goelzer Investment Management. They talk about financial planning in an economy hit by inflation.

Mr. Stehl and Mr. Hutchinson discusses the history of Goelzer Investment Management, Mr. Stehl’s role with the company and his reaction to being selected for the position, when they expect inflation to peak, how current inflation compares to inflation of the 1970s, the challenges of investing during an unstable economy, whether seniors should postpone retirement until the economy settles down, their expectations of the stock market for the remainder of the year, their thoughts on investing in cryptocurrency, how Goelzer’s institutional business can help non-profit organizations in the St. Louis area, and more.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

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