Season 4

Elder financial abuse? Not on my watch! Part 2: Lessons learned from Beverley Schottenstein.

Episode Notes

93-year old Beverley Schottenstein trusted her grandsons to handle her $80 million investment account at JP Morgan but learned later, both the brokerage and her grandsons had made millions cheating her. Find out how in Part 2.

For further research:

NextAvenue, The Grandmother Who Won Her Elder Fraud Case Against Her Grandsons

Recent Podcasts

Season 6
2022 Year-End Tax Planning Tips

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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.

 

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Podcast Hosts

Pam Krueger

Pam Krueger

Terry Savage

Terry Savage

Richard-Eisenberg

Richard Eisenberg

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