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Scam-Proof Your Family: Protecting Against Fraud and Exploitation (11/30/2024)
Manage episode 453300960 series 3083349
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After the shortened trading week, Brian Wiley and Jeremiah Bates tackle the increasing threat of financial scams, particularly those targeting the elderly. With over $10 billion reported lost to scams in 2023, they discuss the importance of vigilance in protecting loved ones and yourself from fraud. 'Tis the season to be scamming!
Additionally, the duo explores elder financial exploitation by trusted individuals, such as family members or caregivers. The hosts discuss systemic vulnerabilities and the vital role of fiduciary responsibility in safeguarding assets. Whether you're navigating caregiving arrangements or seeking ways to assist aging parents, this episode provides insights to protect against exploitation and maintain financial security.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley & Jeremiah Bates
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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