• Scam-Proof Your Family: Protecting Against Fraud and Exploitation (11/30/2024)

  • 2024/12/02
  • 再生時間: 1 時間 21 分
  • ポッドキャスト

Scam-Proof Your Family: Protecting Against Fraud and Exploitation (11/30/2024)

  • サマリー

  • 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

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    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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あらすじ・解説

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

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————

Scam-Proof Your Family: Protecting Against Fraud and Exploitation (11/30/2024)に寄せられたリスナーの声

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