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

Financial Planning for Clients of Family Owned Businesses – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Daryl Tegtmeier, owner of Epoch Family Wealth, to discuss financial planning for clients of family-owned businesses.

Mr. Tegtmeier discusses his background and the history of Epoch Family Wealth, how his father inspired him to pursue this specific type of financial planning, the steps to creating a plan for these types of clients, the challenges involved with family dynamics, types of businesses of his clients, what happens when a client’s children do not want to take over the family business, challenges he encountered during the pandemic, why he calls his firm a “lifestyle business” 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

Avoiding Warm Weather Scams – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, Investigations Manager with the Better Business Bureau, to review common warm weather scams to avoid during the spring and summer season.

Mr. O’Brien discusses landscaping scams, scams related to storm chasing, tips for avoiding warm weather scams, how family members can help protect their older relatives from scams, the challenges of recouping money after a scam, tips for hiring a trustworthy contractor or lawncare service, moving scams, 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

2022 Ms. Senior Missouri Pageant Winner Joyce Graham – Life’s Third Act

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Jill Enders is joined by Joyce Graham, the 2022 winner of the Ms. Senior Missouri America Pageant, and Susan Pellegrino, the Ms. Senior Missouri American Pageant producer and runner-up contestant in the 2014 contest.

Ms. Graham discusses what led her to enter the pageant, the support she received from friends and family, the crowning moment, her life philosophy, what she liked best about being a contestant and her plans to represent the pageant over the next year, her career and hobbies, 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

42nd Annual St. Louis Senior Olympics – Life’s Third Act

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Jill Enders is joined by Phil Ruben, Development Manager for the Jewish Community Center, to discuss the 42nd annual St. Louis Senior Olympics.

The St. Louis Senior Olympics is a Masters-style athletic competition that promotes the health and wellness of men and women by providing them with opportunities to participate in competitive sports and social events.

The annual event is organized by the Jewish Community Center. It involves the help of 300+ volunteers. More than 1,200 athletes participate in over 90 events.

Mr. Ruben discusses his feelings about the event as it resumes following two years of a pandemic, the response from the athletes, his passion for the event, and more.

The 42nd annual St. Louis Senior Olympics will be held May 26-30. Learn more: https://jccstl.com/fitness-recreation/sports-recreation/st-louis-senior-olympics/.

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

Fighting the Battle Against Alzheimer’s Disease – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Suzanne Schindler, a Washington University neurologist to discuss the ongoing fight against Alzheimer’s Disease.

Ms. Schindler discusses what led to her interest in Alzheimer’s research, her medical school thesis, the latest research using fluid biomarkers to predict if and when cognitively normal individuals will develop symptoms of Alzheimer’s, a Washington University study that found that the race of people given Alzheimer’s blood tests might affect the results, other promising Alzheimer’s studies, the advancement of medical science with research and treatment of Alzheimer’s, the lifestyle connection with developing Alzheimer’s, the outlook of a cure for Alzheimer’s, typical signs of Alzheimer’s, 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

Challenges With Long-Term Care – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Cheryl J. Wilson, author, speaker, and long-term care expert with Advocacy For Seniors. 

Ms. Wilson discusses how she started getting involved in senior advocacy and long-term care, the Long-Term Care Ombudsman Program, some of the biggest challenges associated with long-term care, how she works with clients and their families, how a nursing home can restrict a Power of Attorney, Electronic Caregivers, and her book, “I am the Resident: Becoming the Advocate Your Loved One Needs!” 

Purchase Cheryl’s book: https://www.amazon.com/Resident-Becoming-Advocate-Loved-Needs/dp/1735809209

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