Episodes

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gretchen Kingma, general manager for Truehold, a real estate and home services company that caters to seniors with its sale-leaseback program, to discuss how to use your home’s equity to benefit retirement. Ms. Kingma discusses the background and growth of Truehold and how the program works, how it differs from a reverse mortgage, the main concerns her clients have when considering this option, whether she advises her clients to get...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ashley Krietner, activities director for Twin Oaks Senior Living, to discuss the best ways to keep seniors physically active. Ms. Krietner discusses her background, her family’s history with Twin Oaks and why she decided to go into the family business, the types of activities she plans for residents, how she motivates residents who are more introverted, the challenges of planning activities during a pandemic, the most popular activi...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands-Manning to discuss how to tackle estate planning in the new year. Ms. Manning discusses the increase in people seeking estate planning services at the beginning of the year, whether there is a sense of urgency with clients brought on by the ongoing pandemic, important documents and information to share with an estate planning attorney, why it is necessary to meet with an attorney wit...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands Manning to discuss the latest developments in the story concerning the will of Scholastic CEO Richard Robinson. Mr. Robinson recently unexpectedly left his family out of his will. Ms. Manning discusses the legal implications of this decision, legal tactics that could be used to challenge the will, how a legal battle could impact Scholastic, the purpose of using both a will and revoca...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, investigator with the Better Business Bureau, to discuss the best ways for seniors to protect themselves from scams. Mr. O’Brien discusses how to become familiar with common scams targeting older adults, the criminal nature of telemarketing and email fraud, how to encourage seniors to avoid suspicious phone calls and messages, ways to approach securing accounts, how to assist with changing phone numbers and registering ...