Notable Retirees/Seniors: The Next Chapter [Episode 231]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, President and CEO of St. Andrew’s Resources for Seniors System. 

Ms. Ryan has been with St. Andrew’s for 37 years, serving as President and CEO for 30 years. She is nationally known for her expertise and innovation in senior housing and services. She is a past Chair of the Board of Directors of Leading Age, a charitable organization focused on education, advocacy, and applied research with more than 6,000 not-for-profit members serving millions of older adults. 

She joins the program to discuss her decision to retire, career highlights, biggest career challenges, retirement plans, the most significant changes she’s seen in the senior housing and services industry during her career, the growth of St. Andrew’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

Finding Senior Living Facilities for Your Loved Ones [Episode 230]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Sharon and Jeff Balleau, owners of Transitions For Senior Living, to discuss how families can find senior living facilities for their loved ones. 

The Balleaus give an overview of their company and discuss how their own situation motivated them to start Transitions For Senior Living, the challenges families face when they must find a facility for a loved one on short notice, the different types of senior living communities, key issues to understand with senior living communities, why it’s vital to have an estate plan and financial plan in place, and more. 

To learn more about Transitions For Senior Living, visit https://transitionsforseniorliving.com. 

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

Planning for a Successful Retirement [Episode 229]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by James Conole, Certified Financial Planner and founder of Root Financial Partners in San Diego. He’s also the host of the “Ready for Retirement” podcast. 

Mr. Conole chats with the hosts about creating a sound portfolio to help plan for a successful retirement. He discusses his background and how he discovered his passion for helping others plan for retirement, how retiring at the wrong time can impact you, why delaying retiring by just one year can hugely impact your portfolio, how to balance spending too little and too much in retirement, the 4% rule, how much the average person should save for retirement, common retirement mistakes, paying off debt before retirement, how to protect against stock market and inflation risks, and more. 

For more information on Root Financial Partners, visit: https://rootfinancialpartners.com/

Listen and subscribe to the Ready for Retirement podcast: https://readyforretirement.co/podcast/

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

Musical Entertainment in Senior Communities [Episode 228]

/in , /by

Subscribe: Apple Podcasts | RSS

Jill Enders is joined by Ken Roberts, Army veteran and entertainer, to discuss his love of music and providing entertainment for the senior community. 

Mr. Roberts currently performs at independent and assisted living facilities as well as church gatherings, fairs, fundraisers, class reunions, birthday parties, anniversary parties, and wedding receptions. He talks about his lifelong passion for music, his past performances while serving in the Army, his experience performing in retirement communities, how music can help those battling Alzheimer’s or dementia, 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

Foundations of a Retirement Community [Episode 227]

/in , /by

Subscribe: Apple Podcasts | RSS

In this installment of ElderTalk, Attorney-CPA Joe Cordell and co-host Jill Enders sit down with CEO and Executive Director of Twin Oaks Senior Living Tim Blattel to talk about the ins and outs of overseeing a family owned and operated business.

Mr. Blattel dives into the history of Twin Oaks, the facility’s business model, opening an affordable living community, and how they plan to celebrate 40 years since Twin Oaks opened their doors. The trio also discusses the future of Twin Oaks in light of the COVID-19 pandemic, how they managed to navigate the unprecedented health crisis, and what went into opening their new visitor center.

If you want to learn more about Twin Oaks Senior Living, visit TwinOaksSeniorLiving.com.

Staying Fit During the Holidays [Episode 226]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Jennifer Coverdale, senior fitness expert with Chesterfield Family YMCA to discuss tips for staying healthy and fit through the holiday season. 

Ms. Coverdale talks about ways to avoid falling off the workout wagon, ways to hold yourself accountable, how she helps her clients stay on track through the holidays, how to avoid weight gain, the impact of losing balance and muscle as we age, recommended exercises for seniors, New Year fitness resolutions and why they often fail, and more. 

To learn more about the programs offered at the Chesterfield Family YMCA, visit: https://gwrymca.org/locations/chesterfield-family-ymca. 

To read more about the Parkinson’s Outreach Project, check out: https://www.parkinson.org/research/Parkinsons-Outcomes-Project.

For more information about how intense exercise can slow the progression of Parkinson’s symptoms, read https://www.aspph.org/northwestern-study-high-intensity-exercise-delays-parkinsons-progression/

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

Tips for Navigating Your Golden Years – Part 2 [Episode 225]

/in , /by

Subscribe: Apple Podcasts | RSS

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 for the conclusion of a two-part discussion about navigating your golden years so you get the most out of retirement. 

Mr. Gottlieb discusses his recommendations when it comes to finding a retirement community, how much seniors can expect to pay to live in a middle-to-upscale retirement community, considerations when moving to a retirement community with your pets, steps for seniors to take when selling their home, steps to take when downsizing, considerations for senior thinking about living with a family member, and more. 

If you are a senior considering selling your home, visit https://nopressuresale.com/. 

For more information about the Senior Learning Institute, visit https://seniorlearninginstitute.com/.

The Best Exercises for Seniors [Episode 224]

/in , /by

Subscribe: Apple Podcasts | RSS

Jill Enders is joined by Jo Fountain, fitness expert with the Jewish Community Center, to discuss the health benefits of exercise for seniors. 

As people age, fitness routines often go by the wayside, but Ms. Fountain emphasizes the importance of continuing to exercise, regardless of age, to maintain an enjoyable quality of life. Ms. Fountain discusses how the loss of balance and muscle can negatively impact the everyday lives of seniors, how a fall for a senior can be life changing, recommended exercises for seniors, senior fitness success stories, and more. 

To learn more about the Jewish Community Center, visit https://jccstl.com/

If you have any estate planning or elder law questions, contact a TuckerAllen attorney. 

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

How to Protect Your Nest Egg From Inflation [Episode 223]

/in , /by

Subscribe: Apple Podcasts | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and Wealth Manager of Vine Wealth Management, to discuss strategies to help protect your retirement savings from inflation. 

Mr. Wray discusses the threat of inflation on a retirement plan, concerns about inflation he’s heard from clients, steps to take to protect your nest egg from inflation, the long-term outlook of inflation, and more. 

To learn more about Vine Wealth Management, visit https://www.vinewm.com/. 

If you have any estate planning or elder law questions, contact a TuckerAllen attorney. 

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

Tips for Navigating Your Golden Years [Episode 222]

/in , /by

Subscribe: Apple Podcasts | RSS

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 who offers tips on how to best navigate your golden years of retirement. 

Mr. Gottlieb discusses some of the upcoming seminars the Senior Learning Institute will be offering, which will cover such topics as putting a care plan together, care management, companion care, medical care, and more. Mr. Gottlieb also offers advice to consider when moving to a retirement community. He discusses his recommendations to find a retirement community, expected costs, what to consider when taking a pet to a senior living community, steps seniors should take when selling their home, tips for seniors considering downsizing, and more. 

If you are a senior considering selling your home, visit https://nopressuresale.com/. 

For more information about the Senior Learning Institute, visit https://seniorlearninginstitute.com/. 

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