Getting the Most Out of Retirement [Episode 195]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner Andre Frazier. Ms. Frazier is an expert in behavioral finance and the Forbes Book author of “Financially Free: 11 Conversations To Have With Yourself About Life, Money, And Worth.”

Ms. Frazier was named one of Bristol’s “Who’s Who Among Distinguished Professionals and Executives” and “Top 100 in Finance for 2019 and Top 50 Women of 2019 by Top 100 Magazine.

Ms. Frazier joins the show to talk about how to manage your finances to make the most out of your retirement. She offers strategies to ensure you have enough money to last you through retirement, key steps to take when planning for retirement, how the pandemic impacted her work as a CFP, and more.

If you need help planning for your future or are faced with a retirement dilemma, consider getting in touch with an estate planning attorney at TuckerAllen.

Warm Weather Scams Homeowners Should Avoid [Episode 194]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, Investigator with the Better Business Bureau, to discuss some of the scams to be on the lookout for as the weather warms. 

Spring is the season for unpredictable weather, and natural disasters like tornadoes, hurricanes, flooding, and wildfires sometimes bring out contractors looking to take advantage of people in a time of crisis. Better Business Bureau is warning homeowners affected by natural disasters to beware of “storm chasers” and out-of-town contractors soliciting business. Although not all storm chasers are scammers, they may lack the proper licensing for your area, offer quick fixes, or make big promises they can’t deliver. 

TuckerAllen: https://tuckerallen.com/ 
Better Business Bureau: https://www.bbb.org/article/tips/1489-bbb-tip-protect-yourself-from-storm-chasers-after-a-natural-disaster

How Has the COVID-19 Pandemic Impacted Health Service Providers [Episode 193]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Warren and Mark Dwyer of the Rehabilitation Institute of St. Louis. Ms. Warren serves as Chief Nursing Officer of the Rehabilitation Institute while Mr. Dwyer is the CEO and they discuss how the services their organization offers have been affected over the last year by the COVID-19 pandemic.

Ms. Warren and Mr. Dwyer discuss the challenges they have faced in keeping their operation running safely, how their patients have changed their behavior in seeking health services, the current vaccination process, and more.

TuckerAllen: https://tuckerallen.com/
The Rehabilitation Institute of St. Louis: https://www.encompasshealth.com/locations/rehabinstitutestl

Retirement Planning in 2021 [Episode 192]

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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 the landscape of retirement planning in 2021. 

Mr. Cordell and Ms. Enders chat with Mr. Gallia about the biggest issues to consider when planning for retirement in 2021. This includes his concerns about how the Biden administration will impact retirement planning, how to make final adjustments to financial plans, reasons to postpone retirement, the 4% rule, why spending is typically higher in the early years of retirement, and more. 

TuckerAllen: https://tuckerallen.com/
Gallia Wealth Management Group: https://www.galliawealthmanagement.com/

Twin Oaks Senior Living Celebrating 40th Anniversary [Episode 191]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Kathy Blattel, financial director of Twin Oaks Senior Living, along with her 87-year-old mother and founder of Twin Oaks, Mary Ann Huber, who is now a Twin Oaks resident.

Ms. Blattel and Huber discuss how Twin Oaks is celebrating its anniversary, the growth of the community since it started in 1981, what it was like for a woman to build a senior living community, the biggest challenges Twin Oaks has faced, Twin Oaks’ plans for the future, and more.

TuckerAllen: https://tuckerallen.com/
Twin Oaks Senior Living: https://twinoaksseniorliving.com/

Helping Families Find Senior Living Facilities for Their Loved Ones [Episode 190]

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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 to go about finding living facilities for loved ones as they age. 

Mr. and Mrs. Balleau offer personalized services for helping families with this transition. They meet with seniors and their families to discuss their needs and understand the care that they require. They liken themselves to real estate agents for senior living. 

If you or your loved one are researching senior living communities and need guidance, get in touch with Transitions for Senior Living. You can also contact a TuckerAllen elder care attorney for all of your elder law needs.

Should You Relocate for Retirement? [Episode 189]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by author Janet Blazer to discuss how to plan for retirement if you plan on spending your golden years in a new location. 

Ms. Blazer was a journalist in California but at age 50 decided to move to Mazatlán, Mexico, to start a publication and spend her retirement years. 

Moving to a new place and starting a new adventure in retirement might be intimidating to some, but in many cases in can lead to greater fulfilment and can even be more affordable in some instances. 

Ms. Blazer discusses what to keep in mind if a big move might be in your retirement plans, including logistics, how to adapt to a new home, how to financially plan for the move, and how to get the most enjoyment out of the entire experience. 

If you are nearing retirement and need help planning for your next step, get in touch with an attorney at TuckerAllen.

What Are the Biggest Estate Planning Concerns for 2021? [Episode 188]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao discuss the biggest estate planning concerns that people are facing in the first few months of 2021. 

As the COVID-19 pandemic and political turmoil of 2020 heated up, many people took steps to make sure their estate was in order for the future. Now we check in to see what people are worried about and what actions they are taking as Coronavirus cases continue to decline. We also offer tips for how to best prepare regardless of what the future holds. 

How to Financially Plan for Potential Changes to Tax Law, Pt. 2 [Episode 187]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, for the conclusion of their two-part conversation concerning market projections for 2021. 

With a new administration in Washington, D.C., there is much uncertainty over how potential new legislation will affect the economy and what that will mean for personal finance. Mr. Wray discusses his concerns and expectations regarding the coming year and gives tips for how you can plan to help ensure your estate is protected regardless of what comes to pass. 

If you have concerns about your estate plan or need help planning for your future, get in touch with an attorney at TuckerAllen.

How to Financially Plan for Potential Changes to Tax Law – Part 1 [Episode 186]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, to discuss what impact the Biden Administration might have on taxes and how that will affect the broader economy. 

There has been speculation that the new administration will raise the corporate tax rate after it was lowered from 35% to 21% after the Tax Cuts and Jobs Act of 2017 passed. They discuss that potential change as well as the outlook for individual tax rates and what you can do to financially plan for your future regardless of political changes. 

If you are concerned about how changes to tax law could affect your financial future and want to make sure you properly plan, get in touch with an Estate Planning Attorney at TuckerAllen.