Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP®

Women's Money Wisdom

Melissa Joy, CFP® and Cathy Curtis, CFP®, dive into a serious topic: financial fraud against elders. Cathy explains that while scammers try to trick seniors into giving them money illegally, there are many ways to spot these scams and keep your elderly loved ones safe.
Listen to gain the know-how and tools to avoid fraud smoothly as you or your loved ones get older.

Listen and Learn:

• The common scams being used today to steal from elders
• Warning signs that may indicate an elder has already fallen victim to fraud
• What to do if you think a loved one's money was taken by scammers
• Resources and organizations dedicated to preventing elder financial abuse

Resources:

• Check out Cathy’s Firm
• Follow Cathy on LinkedIn
• Follow Cathy on Instagram
• Read Cathy’s Op-Ed in CNBC
• Listen to Episode 59: Inheritance Mistakes with Cathy Curtis
• Monitor fraud with Eversafe
• How to report Cyber Crime
• Where to report Fraud
• Check out Cyber Seniors

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Capitoli

1. Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP® (00:00:00)

2. Securing Finances (00:00:01)

3. Financial Planning in Older Age (00:14:11)

4. Women's Money Wisdom Podcast Signing Off (00:21:56)