Season 4

Elder financial abuse? Not on my watch! Part 1: Beverley Schottenstein tells her story.

Episode Notes

Beverley Schottenstein is the matriarch of a billion dollar family empire. At age 93, she went into battle against one of the biggest banks in the world... and her own grandsons to teach them the lesson of their lives about much more than money.

For further research:

Twisted: Conflict, Madness, and the Redemptive Power of a Granddaughter’s Love

 

Recent Podcasts

Season 6
2022 Year-End Tax Planning Tips

Show Episode Notes

Terry, Pam and Richard share their best end-of-the-year tax moves to make right now.

For further research:

Season 8
Are alternative investments right for you?

Show Episode Notes

With the stock and bond markets delivering lousy returns this year, some investors are wondering whether to add so-called alternative investments to their portfolios. In this episode, Pam, Terry and Richard discuss the risks of investing directly in unregulated asset classes like gold, real estate, commodities and even cryptocurrency and suggest ways that investors may be able to use publicly traded securities to gain indirect exposure to these alternative asset classes with lower risk.

 

Show Episode Notes

Podcast Hosts

Pam Krueger

Pam Krueger

Terry Savage

Terry Savage

Richard-Eisenberg

Richard Eisenberg

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