Why You Should Prioritize Estate Planning in the New Year [Episode 182]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen Senior Estate Planning Attorney Missy Shands Manning to discuss why it is a good idea to make estate planning a priority in the new year. 

Many new-year to-dos and goals end up going by the wayside as the year progresses, and estate planning is no different. However, making sure your plan is in order is vital and something that you should avoid putting off. The panel explain why estate planning in the new year is so important and offer tips to help keep you on track.

How Do We Live Longer to Enjoy Life Further? [Episode 181]

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On this week’s episode, Attorney-CPA Joe Cordell and co-host Jill Enders focus answering the following question: How do we live longer to enjoy life further? Joining them this week is Dr. Luigi Fontana from the University of Sydney.

Dr. Fontana is a leading researcher in the fields of preventative medicine, healthy longevity, nutrition, exercise training, and the mechanisms of aging. He is also the author of The Path to Longevity: The Secrets to Living a Long, Happy, Healthy Life.

For more information on Dr. Fontana and his research studies, visit https://www.sydney.edu.au/medicine-health/about/our-people/academic-staff/luigi-fontana.html.

Navigating Financial Security During COVID[Episode 180]

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Attorney-CPA Joe Cordell and co-host Jill Enders welcome back Certified Financial Planner Todd Oetken. 

Mr. Oetken explains how people can maintain financial security as well as manage their finances during COVID-19. 

For more information on Mr. Oetken and the services offered by RW Baird, visit https://therobertsgroup.rwbaird.com/team/todd-oetken.

Senior Health Care Challenges During the Pandemic – ElderTalk with TuckerAllen [Episode 179]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Premiere Home Health Care CEO Ann Aliben for a discussion on the specific health challenges facing aging adults in 2020. 

Ms. Aliben explains the services offered to communities and individuals by Premiere Home Health Care and how that has gotten more challenging during the COVID-19 pandemic. 

As COVID-19 cases have surged, the specific health needs have also increased, particularly for seniors. Ms. Aliben describes how Premiere Home Health Care has adjusted to these dilemmas and offers tips for seniors to take care of their health through this unusual holiday season. 

For more information on the services offered by Premier Home Health Care, visit https://www.premierhomehealthcare.com/.

Mistakes to Avoid in Estate and Elder Law Planning [Episode 178]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to review some of the most common mistakes that are typically made in estate planning and elder law. 

The panel discusses the factors that often lead to these missteps, the consequences of the mistakes, and what you can do to avoid them. 

Conducting Your Life During COVID-19 with Dr. Jay Bhattacharya [Episode 177]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Jay Bhattacharya, Stanford University professor and physician, and co-author of The Great Barrington Declaration, to discuss a variety of the issues surrounding COVID-19 and the pandemic as a whole.

Dr. Bhattacharya breaks down the insights and motivations that led to the creation of The Great Barrington Declaration and how the lockdowns have impacted the population across different age demographics.

The panel discusses how fear has been a factor in how both the virus is viewed and the responses by public officials, and Dr. Bhattacharya described the prescription offered in the Great Barrington Declaration.

He dissected the shaming aspects of masking and contracting COVID-19, in the context of public health policy and describes why political health policy should never be divided between political lines.

The panel talks about the economic consequences of the pandemic and how livelihoods have been forever changed by the circumstances and responses of COVID-19. Dr. Bhattacharya also highlights the impact that he hopes that The Great Barrington Declaration has, as well as any pushback he has faced.

Navigating the Health Challenges of COVID-19 [Episode 176]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Kaori Sakurai, Assistant Professor from the Division of Geriatrics and Nutritional Science at the John T. Milliken Department of Medicine at Washington University’s School of Medicine in St. Louis. They discuss health issues related to the COVID-19 pandemic and how the senior population has navigated these challenges.

Dr. Sakurai offers her thoughts on vitamin-D usage during the pandemic and highlights why nutrition and staying healthy are preventative aspects to maintaining wellness. She describes the increased problem of seniors not getting the proper nutrition they need during the pandemic, as well as the long-term psychological effects of social isolation.

The panel highlights many of the national and international responses to both the virus and a possible vaccine. Dr. Sakurai emphasizes the importance of engaging with the senior population, as they socially isolate for their own protection. She also offers her thoughts on the Great Barrington Declaration.

Dr. Sakurai breaks down the health care capacity within the St. Louis area and how it has handled COVID-19 cases. She emphasizes the importance of involving a primary care physician and listening to their recommendations if you do contract COVID-19.

Protecting Yourself From Common Estate Planning Mistakes [Episode 175]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to discuss many of the missteps that people make when estate planning. This not only includes mishandled estate planning documents, but also includes failing to create estate planning documents altogether.

Missy describes the biggest problem with only creating a will, as opposed to a comprehensive estate plan that also features a trust and Powers of Attorney for both financial and health care matters. She walks through the process of conservatorship appointment in the cases, where you do not have a Power of Attorney in place and highlights the differences between conservatorship and guardianship. The panel also breaks down many of the reasons why people do not have their estate planning documents already created.

Missy explains the functions of a pour-over will and how it is utilized for those that forget to include assets in their living trust. She also describes the risks in creating online wills through forms and talks about the importance of finding an attorney that focuses on estate planning and elder law.

Reaching Retirement Goals [Episode 174]

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Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Peter Lazaroff, co-Chief Investment Officer for Plancorp, to discuss steps to early retirement. They dive into Peter’s book, “Making Money Simple” as well as the plight of clients who want to retire on their schedule.

Peter describes the “four percent rule” as a financial rule of thumb, while both flawed and dated. He talks about the rule stays reliant on a specific value yielded or returned by your portfolio. He offers insight on how to properly calculate your finances, so you can retire without worrying about running out of money in retirement.

Peter also highlights how the COVID-19 pandemic may affect the retirement plan, if you are looking to retire at age 55. He emphasizes the importance of understanding monthly expenses each year and how that may be affected without the same amount of annual income.

He describes what he does for his clients, if their retirement projections are off. Peter also talks about what he does for his clients at Plancorp, designing a plan unique to the individual, finding tax opportunities, and helping them achieve their goals.

Wear Your Mask with Dr. John Morley [Episode 173]

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Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Dr. John Morley from St. Louis University’s Division of Geriatric Medicine to discuss wearing a mask, as well as other ongoing issues surrounding the COVID-19 pandemic.

Dr. Morley highlights how government response to COVID-19 may require a lockdown and how the use of masks and employment of social distancing are effective means in protecting the health of others. He also dissects the Central of Disease Control’s response to COVID, as well as mask-wearing mandates.

Joe also highlights the Great Barrington Declaration and the economic consequences of a possible lockdown, in response to COVID-19. Dr. Morley dives into the death toll of COVID-19 across political party lines.

He also highlights the various impact that COVID-19 can have across different age groups and the subsequent health conditions that it can cause. He also dives into the health status of President Trump and his bout with COVID-19.

Dr. Morley describes what can happen if you take too much Vitamin D. He talks about how COVID-19 may factor into cold and flu season, especially among seniors.