Episodes

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 you...

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 b...

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 to...

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 ...

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 hi...

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 c...

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 ser...

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 mo...

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 particip...

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 ...

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 Residen...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Blanche Touhill, former Chancellor of the University of Missouri-St. Louis to discuss her career and retirement. Dr. Touhill retired in 2002 and was named Chancellor Emeritus. Ms. Touhill discusses her career, including her experience as the first woman to be hired at Queens College in New York City in the history department; what it was like working in a male dominated field; her work building the Touhill Performing Arts Center...

Podcast host Jill Enders is joined by Carolyn Schlueter, the reigning Ms. Senior Missouri, and Susan Pellegrino, Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. Ms. Schlueter discusses her reign as Ms. Senior Missouri and the opportunities she’s received because of it, what she will miss most about the pageant and her plans for when her reign ends, her friendship with Ms. Pellegrino, the upcoming pageant, and more. If you have any ...

Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about the most essential things to know about revocable trusts. Ms. Windsor discusses how to take inventory of assets; the differences between a will, revocable trust, and irrevocable trust; the factors that determine which of the three is a good fit for a client; the benefits of a revocable trust compared to an irrevocable trust; the disadvantages of revocable and irrevocable trusts; ho...

Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about key points of estate planning to consider when planning for life’s final chapter. Ms. Windsor discusses how to take inventory of your assets; the differences between a will, revocable trust, and irrevocable trust and how she determines which of the three is a good fit for a client; how a durable financial power of attorney and limited power of attorney work; the tax requirements of...

Attorney-CPA Joe Cordell and co-host Jill Enders discuss recent events that have impacted the global economy and how they relate to your day-to-day life. They dive into the conflict between Russia and Ukraine and its impact on the worldwide economy, inflationary trends and potential ways to counter them, the detrimental impact globalization has had on the economy, changing demographics, how to invest in the current economic climate, and more. If you have any questions about estate planning or ...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Jessica Ramesch, editor of International Living Panama. Ms. Ramesch has been living the international life for as long as she can remember having called the U.S., Indiana, and Panama home by the age of 15 and has since traveled to more than 25 countries. Ms. Ramesch joins the program to discuss her experience living the international life, her education and career in teaching English to Vietnamese refugees and working for Carnival C...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Winton Churchill, contributor for International Living and author of “The ‘New’ Retirement: The Rise of the Gig Economy and How You Can Profit From It.” Mr. Churchill discusses the advantages those older than 50 have in quickly turning their skills and experience into a global freelance income, the risk of making this type of career transition, the types of freelance work available for those 50 and older, his upcoming workshop on th...

Jill Enders is joined by Susan Pellegrino, choreographer, and performer for STL Flash Mob. Ms. Pellegrino is also the Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. Ms. Pellegrino joins the program to explain what a flash mob is, how she got involved with STL Flash Mob, some of memorable performances, how long it takes to learn a routine, typical reactions people have to STL Flash Mob, how to request a performance, her background a...

Attorney-CPA Joe Cordell is joined by Laura McCoy, Director of Community Outreach for Home Instead Senior Care, to discuss her company’s efforts to provide care for individuals from the comfort of their own home. Ms. McCoy discusses how her company got its start, the services offered, Alzheimer’s and dementia services provided, what to expect in a consultation with her business, the challenges the pandemic has caused with serving clients, how they assess a client’s needs, cost of services and w...

Jill Enders is joined by TuckerAllen estate planning attorneys Missy Shands-Manning and Nina Windsor to discuss the tragic case of former Zappo’s CEO Tony Hsieh, who recently died without leaving a will or trust for his estate. The group gives their reactions to this case and discuss whether Mr. Hsieh should have sought a conservatorship or guardianship, why Mimi Pham and her boyfriend paid a $750k settlement to the family, the role a special administrator plays in cases like this, how the case...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Suzan Haskins and her husband Dan Prescher, who are both senior editors for Internationalliving.com and authors of “The International Living Guide to Retiring Overseas on a Budget and Live Richer, Spend Less: International Living’s Ultimate Guide to Retiring Overseas.” Ms. Haskins and Mr. Prescher discuss their personal backgrounds, the retirement index, the top 10 places to retire in 2022, why Panama is ranked the top spot to retir...

Attorney-CPA Joe Cordell discusses the impact inflation has recently had on the United States economy and where things could potentially go from here. Mr. Cordell explains many of the dilemmas individuals are facing due to the rising cost of living caused by inflation. He discusses the factors that have led to inflation in the economy, what the Fed has done to combat the issue so far and what it might do in the future, cultural spending norms that can cause inflation to be worse in some countri...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Roger Maddox, co-founder of Staying In Place In Home Senior Care to discuss ways to help seniors stay in their homes with the best qualify of life for as long as possible. Mr. Maddox discusses the background of Staying In Place including his inspiration for starting the company, the services provided and areas served, how he serves people with dementia and Alzheimer’s, how he assesses a client’s needs, the screening process for Stay...