Episodes

A difficult question that is on the mind of many parents who have an estate plan in place is, “How can I prevent my child(ren) from wasting their inheritance?” TuckerAllen estate planning attorney, Nina Windsor, is joining Attorney-CPA Joe Cordell and co-host Jill Enders this week to answer this very question. When thinking of the future of your assets, your concern may come from your child’s reckless overspending, or your worries could be rooted in your child’s history of substance abuse or de...

2023 is almost upon us, do you have your resolutions set yet? Tune in this week as TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the need for an estate plan in the new year. Ms. Windsor touches upon the topics of what getting an estate plan set up looks like, why estate plans are often procrastinated, and what kinds of planning you can have listed in your plan. She also explains multiple terms including, “funding the estate...

Chris Klesh, travel coach and president of Lifetime Leisure Experiences, sits down with Attorney-CPA Joe Cordell and co-host Jill Enders to discuss how he became a master of traveling in luxury for pennies on the dollar. Since 2002, he’s guided hundreds of families around the world to travel in luxury on a budget. Mr. Klesh tells us how his passion for travel led him to become a travel coach and ultimately launch Lifetime Leisure Experiences, answers questions surrounding safety tips for travel...

This week on Life’s Third Act, Susan Pellegrino joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the one resolution we all set, getting fit in the New Year. Ms. Pellegrino dives into what it’s like being an aerobics instructor and how she helps seniors get fit. She touches on why it’s important to make your health a top priority as you get older, what benefits aerobics provides the body, and how to realistically set a goal to better yourself in the New Year. If you have any qu...

TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to explore the topic of how to estate plan for adult children with special needs. All parents have certain considerations when crafting their estate plans. However, estate planning becomes even more complex and important when mental illness or disability impairs their child’s ability to care for themselves. Ms. Windsor discusses special needs trusts, who oversees the trust, and the differe...

Attorney-CPA Joe Cordell and co-host Jill Enders sit down this week to discuss the rising rate of older adults, typically from long-lasting marriages, getting divorced, coined the Grey Divorce. Mr. Cordell discusses his experiences with the phenomenon of the Grey Divorce. He touches on topics such as typical reasons for divorce among senior clients, how he approaches the cases, and how often he runs into these cases. He also shares how senior clients are financially impacted and the typical out...

Attorney-CPA Joe Cordell and co-host Jill Enders welcome TuckerAllen estate planning attorney, Nina Windsor, back to this week’s episode of Life’s Third Act. Together the group finishes up their discussion on how a divorce could potentially impact your estate plan. Topics focused on are making changes to your plan in the midst of a divorce, restrictions that may take place while you are in the process of getting a divorce, moving forward in your estate plan after a divorce is final, and more. ...

Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Bill and Nancy Thomas, owners of Bill Thomas Camper Sales, along with Bill and Nancy’s daughter, Billi Jo Eubank. Together the group discusses the background of Bill Thomas Camper Sales, why Bill and Nancy chose an Airstream for their retirement travels, and how RV ownership has begun increasing in the US. Ms. Albers also takes a trip over to the dealership itself! Check out Jill’s walkthrough of Bill Thomas Camper Sales and gain so...

TuckerAllen estate planning attorney, Nina Windsor, returns to this week’s episode of Life’s Third Act. Attorney-CPA Joe Cordell sits down with Ms. Windsor to discuss how a divorce could potentially impact your estate plan. Often, estate plans are forgotten about in the event of a divorce and are not addressed until some time later. It’s important to make sure you cover all of your bases while going through a divorce. Some of the topics covered include changing your estate plan before the divorc...

Jill Enders welcomes David A. Smith back to the show. The author and longtime senior living expert, who co-founded Gatesworth Communities in St. Louis joins our hosts to take a deep dive into his book, “It’s About Time!” Growing up Mr. Smith knew he always wanted to do something “heroic” with his life. In this episode, our hosts sit down with the author of “It’s About Time!” to discuss the inspiration behind his book, elaborate on case studies he ran, and speak about how his book has impacted th...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney, Nina Windsor, to discuss including pets in an estate plan. Ms. Windsor discusses the difference between Pet Custodians and Pet Trusts, explains the steps for helping a client who wants to include a pet in their trust, and talks about how often this type of request is made. She also breaks down what needs to be considered when including pets in an estate plan. If you have any questions about estat...

Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis. Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career to what it’s like owning the family business. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Attorney-CPA Joe Cordell and co-host Jill Albers continue their discussion regarding the value of planning ahead by putting together a comprehensive estate plan. Many individuals take a piecemeal approach to estate planning and that tends to provide less control and can leave you and your loved ones more vulnerable compared to putting together a comprehensive estate plan. Mr. Cordell and Ms. Albers discuss the various aspects of estate planning that can help ensure you and your loved ones are p...

Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more. Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there could be changes to the tax percentages and tax threshold in coming years, how declining population and globalization is likely to contribute to pro...

Attorney-CPA Joe Cordell discusses the dangers of leaving behind an inheritance that the recipient receives access to all at once. Mr. Cordell discusses the case of the NXIVM cult in which two of the cult’s members were the recipients of a family fortune at the age of 18, which led to increased involvement in the cult. Mr. Cordell uses the story to illustrate the importance of responsible estate planning. If you have any questions about estate planning or elder law, get in touch with an attorn...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author and longtime senior living expert who co-founded Gatesworth Communities in St. Louis. Mr. Smith discusses the financial benefits of living in a senior community, how to use equity from your home to generate income, empowering seniors, senior loneliness, trends in leasing, feedback he’s gotten regarding his book, his upcoming film project, and more. If you have any questions about estate planning or elder law,...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor for the conclusion of their conversation about common mistakes people make regarding estate planning. In this episode, Ms. Windsor discusses the mistake of not checking in with your attorney when you have funding questions or when things change. Additionally, she explains why it is a mistake to verbally communicate something to your family that is different than your estate plan, the...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to continue their conversation about common mistakes people make regarding estate planning. Some of the mistakes they review include failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate planning document, drafting a will under the misconception that it will avoid probate...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss some of the most common mistakes people make when putting together an estate plan. Ms. Windsor discusses failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate planning document, drafting a will under the misconception that it will avoid probate, naming only one...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” and longtime senior living expert who co-founded and manages the Gatesworth Communities in St. Louis. Mr. Smith discusses what motivated him to transition from attorney to the senior living industry, his biggest challenges when making the career transition, the latest trends in leasing, top reasons seniors resist leaving their home, advice for seniors fearful about moving to a retirement ...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gail Zugerman, host of the podcast Growing Old With Gusto. Ms. Zugerman discusses how her career in marketing served as a springboard for her senior-focused podcast, her tips for changing your attitude as you age, misconceptions about growing old, main concerns seniors have about aging, whether she believes attitude regarding aging are evolving, the differences in how men and women view aging, and more. Listen and subscribe to Grow...

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by George Jerjian, a mindset mentor, author, and speaker to discuss the importance of heading into your retirement years with a positive mindset and outlook. Mr. Jerjian discusses how he was given six months to live at age 52 and how that was a turning point in his life, his PSYCH-K method, myths about retirement, the difference a spirit of gratitude can make in one’s life, most common fears about growing old, advice for seniors with a...

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 to discuss reasons not to sell a home as-is and the value of investing in a home warranty. Mr. Gottlieb discusses his background, why it is unwise to sell a home as-is to an investor, circumstances for selling as-is, tips for selling a home, why he recommends home warranties, where seniors can find credible home warranties and what they typ...

Attorney-CPA Joe Cordell and co-host Jill Enders discuss the importance of having a disaster recovery plan in place in the event of a sudden emergency. Many people do a great job of planning for a gradual loss of health, but often overlooked is having a plan for an unexpected catastrophic event that leaves you incapacitated such as a heart attack or car accident. Mr. Cordell and Ms. Enders review key concerns such as what is needed to grant legal authority to whoever you want making important d...