Podcasts about financial exploitation

This month, we are marking the 10th anniversary of the FINRA Securities Helpline for Seniors—an important milestone for a critical service that FINRA provides to protect vulnerable investors and assist harmed investors. On this FINRA Unscripted podcast episode, we will be speaking with leaders from FINRA's Vulnerable Adults and Seniors Team—Elizabeth Yoka, the manager of VAST Intake, and Michael Paskin, the manager of the VAST Investigations, to discuss the Helpline and its 10 years of protecting investors. We will be focusing on the Helpline results and will provide a few examples of how the Helpline has become an effective conduit for investor protection, and how it has been helpful to member firms. Resources mentioned in this episode: FINRA Securities Helpline for Seniors Ep. 152: Fighting Financial Exploitation: FINRA's Vulnerable Adults and Seniors Team FINRA Rule 2165 FINRA Rule 4512 FINRA Rule 3241 2025 Annual Regulatory Oversight Report Find us: X / YouTube /LinkedIn / Facebook / E-mail

In this episode, I speak with Cameron Huddleston, a financial expert specializing in protecting older adults from financial exploitation. Cameron explains the two primary types of financial abuse—scams from strangers and exploitation by people the victim knows—and discusses how quickly financial abuse can happen, particularly in caregiving situations. She offers practical advice for families transitioning a loved one into assisted living, such as removing financial documents, limiting access to money, and automating bill payments to reduce the risk of exploitation. We also talk about how to approach the sensitive topic of financial planning with aging parents, focusing on empowering them to remain in control while setting up safeguards like powers of attorney and estate planning documents. Cameron shares resources available on her website, including an emergency organizer and scam red flag sheet, along with information about her book Mom and Dad, We Need to Talk, which provides more tips on navigating these important conversations and protecting loved ones' finances.

In this podcast, Doreen So and Mark Lahn discuss the case of Hotner et al v. Norman, which involves a daughter who depleted her elderly mother's estate while acting as her caregiver. Doreen and Mark examine the case and discuss the intersection of family caregiving, fiduciary duties, and the remedies available where vulnerable individuals experience financial exploitation.

Banking on Fraudology is part of the Fraudology Podcast Network.This episode of Banking on Fraudology tackles the pressing issue of financial exploitation with host Hailey Windham and guest expert Sarah Barnhill from Western Bank. Sarah brings her extensive experience in fraud prevention to shed light on the complexities of financial exploitation and how financial institutions can better protect vulnerable customers. The discussion covers a wide range of topics, from identifying red flags and common fraud schemes to the importance of empathy and active listening when dealing with victims. Sarah shares valuable insights on creating a supportive environment for victims to come forward, emphasizing the need for patience and understanding in these sensitive situations. The episode also delves into practical strategies for securing compromised accounts, pursuing recoveries, and collaborating with law enforcement. One of the key takeaways is the importance of ongoing education and training for front-line staff to recognize and respond effectively to potential fraud. Sarah and Hailey also discuss the role of bank culture in ensuring vulnerable individuals are treated with dignity and respect during fraud investigations. This episode is packed with actionable advice and compassionate approaches that can help financial institutions improve their response to financial exploitation.Don't miss this opportunity to enhance your understanding of financial exploitation and learn how to make a real difference in combating fraud.------------------------------Sarah Barnhillhttps://www.identitytheft.gov/About Hailey Windham:As a 2023 CU Rockstar Recipient, Hailey Windham, CFCS (Certified Financial Crimes Specialist) demonstrated unbounding passion for educating her community, organization and credit union membership on scams in the market and best practices to avoid them. She has implemented several programs within her previous organizations that aim at holistically learning about how to prevent and detect fraud targeted at membership and employees. Windham's initiatives to build strong relationships and partnerships throughout the credit union community and industry experts have led to countless success stories. Her applied knowledge of payments system programs combined with her experience in fraud investigations offers practical concepts that are transferable, no matter the organization's size. Connect with Hailey on LinkedIn: https://www.linkedin.com/in/hailey-windham/

Christopher shares a quick snippet of Ray Curry Jr. of the Unction pleading with the Body of Christ to do the Right thing. Original Episode from the Unction with Ray Curry Jr., - https://www.youtube.com/watch?v=lTH9xVxsZqo

In this episode of Crime Time, Inc., we explore a haunting true crime case from 2015 in Wainarka, South Australia. A suitcase found by the side of a desolate highway revealed the skeletal remains of a young child, Khandalyce Pearce. This grim discovery unraveled a complex double murder case linked to skeletal remains found five years earlier in Belanglo State Forest. The remains were identified as Karlie Pearce Stevenson, Khandalyce's mother.Investigators connected the dots through a unique handmade quilt found in the suitcase, leading to a breakthrough after public appeals and tips. They discovered Karlie's abusive boyfriend, Daniel Holdom, was responsible for both murders. Adding to the tragedy, Holdom continued to exploit Karlie's identity and finances post-mortem with the help of his ex-girlfriend, Hazel Passmore. Despite Hazel's controversial immunity deal, her testimony ensured Holdom's conviction.The case delves into themes of domestic violence, manipulation, and the failures in the justice system. It highlights the resilience of victim's families and the crucial role of public vigilance. As we journey through the evidence and emotional testimonies, the episode serves as a powerful reminder about the importance of community action and the need to protect the most vulnerable in society.Join us as we dissect this harrowing case and remember the enduring spirit of Karlie and Khandalyce. This episode is a call for awareness and action against such unimaginable crimes.00:00 Introduction to a Chilling Case00:07 The Discovery of the Suitcase00:38 Connecting the Dots: Two Cases Intertwined02:47 Unmasking the Perpetrator: Daniel Holdom04:00 The Brutal Murders of Karlie and Khandalyce04:44 Financial Exploitation and Hazel's Role05:34 The Arrest and Trial of Daniel Holdom06:04 Hazel's Controversial Immunity Deal06:53 The Aftermath and Impact on Families08:04 Reflecting on Law Enforcement and Justice09:44 Revisiting the Timeline: The 2008 Car Crash11:54 The Disappearance of Karlie and Khandalyce13:56 The Long Road to Justice17:02 Unanswered Questions and Ethical Dilemmas22:05 Signs of Hope and Resilience22:52 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

Send us a text with feedback, questions, or topics of interest!Join Erin and Adewale to delve into the nuanced distinctions between spirituality and religion. This episode is a profound exploration of personal experiences, societal observations, the role of feminine energy in the church + ancient mystery schools, and the journey towards spiritual awakening. 00:10:15 - Religious Upbringing and Early Questions00:15:00 - Mixed Faith Experiences00:20:45 - Questioning Religious Practices00:25:30 - Contradictions in Christian Behavior00:30:00 - Financial Exploitation in Religion00:35:15 - Spirituality vs. Religious Hierarchy 00:40:00 - The Age of Aquarius and Personal Divinity00:45:30 - The Role of Psychedelics in Spiritual Awakening00:50:00 - Love, Happiness, and Spiritual Enlightenment00:55:15 - Spiritual Warfare and Consciousness  01:00:00 - The Suppression of Feminine Consciousness  01:05:30 - Mary Magdalene: A Key Figure in Spirituality 01:10:00 - Reclaiming Feminine Power and Leadership 01:15:30 - Hidden Teachings and Future Revelations 01:20:00 - Seeking Personal Alignment with Source  01:25:00 - Conclusion and Future EpisodesWATCH ON YOUTUBEConnect with Erin:Take the Free Quiz ► Discover Your Quantum Leaping ArchetypeWebsite ► www.erinlyonsofficial.comCourses ► www.erinlyonsofficial.com/shopInstagram ► @erinlyonsofficialTiktok ► @erinlyonsofficialYoutube ► Erin Lyons TVEmail ► contact@erinlyonsofficial.com

Please consider supporting my channel⁠⁠ Frits Rouvoet has been knocking on the windows of Amsterdam's Red Light District for 18 years. He's a father figure for the women that work in prostitution there, offering a whatever help is needed via his Bright Fame charity. Frits has helped hundreds of women out of prostitution and into better lives. I met with him to learn about the reality of Amsterdam's most famous tourist attraction. Bright Fame Follow me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠ Timestamps: 00:00 - Introduction 01:31 Economic Challenges for Sex Workers 04:59 Legalization and Its Implications 18:54 Recruitment and Trafficking 28:08 Financial Exploitation and Pimping 43:22 Is Prostitution Dangerous? 47:05 The Reality of Sex Tourism 48:08 Different Types of Prostitution 48:28 The Dangers Faced by Sex Workers 51:56 Violence and Trauma Among Sex Workers 53:56 Helping Sex Workers Rebuild Their Lives 56:40 Challenges of Leaving Prostitution 01:25:10 Success and Setbacks Leaving Prostitution

Dr Jodi Watt, narrating a new blog they wrote for the Dementia Researcher website. In this blog Jodi examines financial exploitation and scam susceptibility in dementia. The blog discusses the risks faced by people living with dementia, how these have evolved in the digital age, and the impact on their well-being. It also offers an overview of warning signs, preventative measures, and resources that may be helpful for researchers, caregivers, and professionals in dementia care. Find the original text, and narration here on our website. https://www.dementiaresearcher.nihr.ac.uk/blog-financial-exploitation-and-scam-susceptibility-in-dementia/ -- Dr Jodi Watt is a Postdoctoral Researcher at University of Glasgow. Jodi's academic interests are in both healthy ageing and neurodegenerative diseases of older age, and they are currently working on drug repurposing for dementia. Previously they worked on understanding structural, metabolic and physiological brain changes with age, as measured using magnetic resonance imaging. As a queer and neurodiverse person, Jodi is also incredibly interested in improving diversity and inclusion practices both within and outside of the academic context. -- Enjoy listening? We're always looking for new bloggers, drop us a line. http://www.dementiaresearcher.nihr.ac.uk This podcast is brought to you in association with Alzheimer's Association, Alzheimer's Research UK, Alzheimer's Society and Race Against Dementia, who we thank for their ongoing support. -- Follow us on Social Media: https://www.instagram.com/dementia_researcher/ https://www.facebook.com/Dementia.Researcher/ https://twitter.com/demrescommunity https://www.linkedin.com/company/dementia-researcher https://bsky.app/profile/dementiaresearcher.bsky.social

In Episode 167 of "You're Probably Right," MCM delves into the often-painful realization that a spouse or partner may have used you for their personal gain. We explore 15 comprehensive signs that indicate your partner may have exploited you financially, emotionally, or socially before moving on. These signs are not just conjecture—they're supported by empirical research that helps shine a light on manipulative behaviours. From financial control and emotional withdrawal to gaslighting and isolation, we discuss the ways in which exploitation can manifest in a relationship and what to watch out for. If you've ever felt drained, used, or discarded by someone who was supposed to care about you, this episode will provide some hard truths and practical insights. This isn't about losing hope; it's about gaining awareness. Understanding these behaviours can help you identify toxic patterns, take action, and hopefully avoid being taken advantage of in the future. Tune in for a deep dive into the signs that a partner may have used you and moved on, and learn how to regain control of your life. Signs of Relationship Abuse, Signs of Being Used in a Relationship, Recognizing Toxic Behavior, Emotional and Financial Exploitation, Relationship Red Flags, Gaslighting in Relationships, You're Probably Right with MCM, Understanding Narcissistic Behavior, Emotional Manipulation Signs, Identifying Unhealthy Relationships, Comprehensive Relationship Signs, Partner Moving On, Toxic Relationship Indicators

 In this episode of Women on Wealth, we're joined by Ben Rizzuto from Janus Henderson Investors to discuss the critical topic of financial exploitation. Who is at risk, and what can you do to protect yourself and your loved ones? We dive into the definition of financial exploitation, identify common perpetrators, and explore how this issue has evolved over the years. Ben also shares insights on the most prevalent frauds today and the steps being taken on both federal and state levels to combat them. Tune in to learn more and safeguard your financial future. Show Highlights:Who should worry about financial exploitation? (3:21)Definition of financial exploitation (8:22)Common perpetrators (9:55)What families can do to protect themselves (11:08)How financial exploitation has changed over the years (12:28)The most common frauds (19:09)What's being done on a federal and state level (32:45)Where to learn more (37:24)Connect with Julina Ogilvie:Website- https://www.julinaogilvie.comWebsite- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvie For the video of this webinar:https://www.youtube.com/watch?v=uwNYciAY7hwTo learn more:https://www.olderadultnestegg.com/https://www.janushenderson.com/en-us/The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180

Send us a textImagine being deep inside an organization surrounded by secrecy and control—our latest episode features Claire's riveting journey as she navigates the labyrinth of Scientology. Claire shares her triumph as she lands her first interview with ex-Sea Org member Catherine Olson and takes on her new role in our "Women on Wednesdays" series. Together, we reveal the escalating efforts of Scientology's Office of Special Affairs (OSA) to counter our growing channel, adding an extra layer of excitement to our ongoing projects.Set your alarms for the Super Bowl as we break down our strategy to counteract Scientology's ad campaigns with compelling alternative content. This episode promises a mix of serious exposés and casual interactions, including a Smirnoff-fueled Q&A session where we dissect the activities of Scientology's private investigators and delve into personal stories of financial abuse within the Sea Org. Claire also discusses intriguing moments from her rapid ascension through the OT levels, ordered by none other than Shelly Miscavige.From memorable food tales to the infamous airport confrontation with Marty Rathbun, this episode is packed with humor and poignant reflections. Learn about the control mechanisms within the Sea Org, the financial exploitation of retirees, and the complex dynamics at play. We even touch on the historical significance of the 1991 Time Magazine article exposing Scientology's dark side. With engaging stories and audience shoutouts, this episode is a blend of heartfelt moments and critical insights you're sure to remember.Support the Show.BFG Store - http://blownforgood-shop.fourthwall.com/Blown For Good on Audible - https://www.amazon.com/Blown-for-Good-Marc-Headley-audiobook/dp/B07GC6ZKGQ/ref=tmm_aud_swatch_0?_encoding=UTF8&qid=&sr=Blown For Good Website: http://blownforgood.com/PODCAST INFO:Podcast website: https://www.buzzsprout.com/2131160/shareApple Podcasts: https://podcasts.apple.com/us/podcast/blown-for-good-behind-the-iron-curtain-of-scientology/id1671284503 Spotify: ...

Our episode today is all about Five Ways to identify and Respond to Financial Exploitation when divorcing a narcissist –In this episode we will discuss the money habits of a narcissist so that you can be in the know and have a plan to respond,  with Dr.Ramani Durvasula     Dr. Ramani Durvasula is a licensed clinical psychologist in Los Angeles, CA, Professor Emerita of Psychology at California State University, Los Angeles, and the Founder and CEO of LUNA Education, Training & Consulting, a company focused on educating individuals, clinicians and businesses/institutions on the impact of narcissistic personality styles.      She is an author of multiple books including It's Not You: Identifying and Healing from Narcissistic People (February 2024), Should I Stay or Should I Go: Surviving A Relationship with a Narcissist, and "Don't You Know Who I Am?": How to Stay Sane in an Era of Narcissism, Entitlement, and Incivility and her newest book, It's Not You: Identifying and Healing from Narcissistic People will be released in February, 2024 (Penguin Life)     Connect with us on social media:  Facebook  Instagram  TikTok   Listen to more podcast episodes, read our divorce blog, and join our free divorce support group at mydivorcesolution.com.  The WeChat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Catherine Shanahan, Karen Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work.  WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD.  Unless specifically stated otherwise, Catherine Shanahan and Karen Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew.  WCD, CATHERINE SHANAHAN, AND KAREN CHELLEW EXPRESSLY DISCLAIM ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.  If you would like to obtain a typed transcript of this podcast episode, please email us at hello@mydivorcesolution.com. Please be sure to include the episode name in the transcript email request. Thank you!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Wanjiru Ng'ang'a, the author of this series, is a team member at ACFAR Kenya and founder of the Christian blog “In Truth She Delights.” She is passionate about inspiring fellow young Christian women to study the Bible and discern false doctrine.

Len and Dean discuss the alarming issue of elder abuse in their 78th and 79th podcasts. Dean expresses concern, especially since he has elderly parents, and highlights recent statistics from FinCEN and the FBI on elder exploitation. Financial institutions reported over $27 billion in elder exploitation between June 2022 and June 2023. The abuse is categorized into elder scams and theft, with scams being more prevalent. The FBI's report for 2023 shows a significant increase in scams targeting individuals aged 60 and older, causing over $3.4 billion in losses. Dean recommends reviewing FinCEN and CFPB guidelines to combat elder financial exploitation and acknowledges the FBI's efforts in recovering some of the lost funds. Both agree on the seriousness of the issue and thank their listeners for tuning in. Brought to you by GeoDataVision and M&M Consulting

In this episode of ThimbleberryU, we delve into the critical topic of safeguarding senior finances with Amy Walls from Thimbleberry Financial. The discussion highlights the importance of recognizing signs of financial exploitation among seniors and offers practical advice on how adult children can approach their parents about financial matters. We stress the importance of maintaining open, empathetic, and proactive conversations to prevent financial abuse and ensure seniors' financial well-being.Amy starts by explaining the signs of financial exploitation, such as unexplained withdrawals, sudden changes in spending patterns, and alterations in legal documents. These warning signs might indicate someone is trying to gain control over a senior's assets. Isolation from family and friends, as well as the sudden appearance of new friends or caregivers with a strong interest in finances, are also red flags.Approaching the topic with parents can be challenging. Amy suggests starting these conversations early, even before there are signs of trouble. Regular check-ins can help normalize financial discussions and reduce anxiety. Empathy is key—approaching these conversations from a place of care and support rather than control. Setting clear agreements about when and how to get involved can prevent misunderstandings and ensure everyone is on the same page.For senior listeners, open communication with their adult children is crucial to prevent exploitation. Statistics show that a significant number of seniors experience financial victimization, and regular discussions can help identify and stop abuse early. Seniors should also ensure their wishes are clearly communicated to avoid misunderstandings and ensure their intentions are honored.Amy provides practical steps for both seniors and their adult children to make these conversations more effective. Organizing important documents, developing a financial plan, and using technology to monitor accounts and automate payments are essential measures. Regular reviews with or without a third party can keep everyone informed and prepared for any financial or health emergencies.As we wrap up, the emphasis is on the importance of technology and communication. Technology offers great tools for managing finances, and maintaining an open and ongoing dialogue is crucial for building trust and ensuring financial security. Amy encourages starting these conversations early and being empathetic and respectful throughout the process. For those needing assistance, financial advisors and lawyers can provide valuable support and mediation. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Send us a Text Message.Are you ready to uncover the shadowy secrets of Scientology's intricate dance with law enforcement? From handling internal crimes without police intervention to the strategic practice of "safe pointing," our latest episode pulls back the curtain on how Scientology maneuvers to keep authorities in their pocket. We also reveal how annual events like L. Ron Hubbard's birthday and the June 6th gathering on the Freewinds cruise ship aren't just celebrations—they're calculated moves to widen the church's influence and financial foothold.Peek behind the scenes of Scientology's high-stakes events and discover the extensive security operations, including the hiring of off-duty police officers. We'll shed light on how the Office of Special Affairs ensures disruptors and suppressive persons are kept at bay, and the complex relationship between the church and local law enforcement officials. From the baffling costs of event productions to the unsettling use of private investigators, this episode offers a raw, unfiltered look at the church's financial and tactical operations.Finally, we discuss the plight of Sea Org members and other insiders trying to break free from Scientology's grip. Learn about the extraordinary lengths required to support these escapees and the vital role organizations like the Aftermath Foundation play in their lives. Additionally, hear personal stories that expose the stark realities within the church, including financial exploitation and the grim conditions faced by elderly members. Join us for a powerful episode that promises to leave you questioning the true extent of Scientology's reach and influence.Support the Show.BFG Store - http://blownforgood-shop.fourthwall.com/Blown For Good on Audible - https://www.amazon.com/Blown-for-Good-Marc-Headley-audiobook/dp/B07GC6ZKGQ/ref=tmm_aud_swatch_0?_encoding=UTF8&qid=&sr=Blown For Good Website: http://blownforgood.com/PODCAST INFO:Podcast website: https://www.buzzsprout.com/2131160/shareApple Podcasts: https://podcasts.apple.com/us/podcast/blown-for-good-behind-the-iron-curtain-of-scientology/id1671284503 Spotify: ...

How familiar are you with these myths about spiritual and alternative health spaces? Myth 1: Spiritual and alternative health spaces are always safe and trustworthy. Myth 2: All practitioners in these spaces have the best intentions for your well-being. Myth 3: Engaging in spiritual practices and alternative health automatically leads to positive outcomes. In this episode, Dr. Leland Stillman and I share the truth and our experiences that debunk these myths. Let's uncover the reality together. Note: This is a 2-part episode with Dr. Stillman. In Part 2 we explore his work in functional and integrative medicine directly. This episode is focused more on the red flags and watchouts in spiritual and alternative health spaces. In this episode, you will be able to: Understand the potential risks in spiritual and alternative health spaces to make informed decisions about your wellness journey. Explore the functional medicine approach to gain insights into personalized, holistic health care. Discover the impact of minerals and heavy metals on your health for a deeper understanding of environmental influences on well-being. Embrace the benefits of meditation for mental health to enhance your overall well-being. Learn effective ways to navigate sales tactics in the wellness industry to make empowered choices for your health journey. Dr. Leland Stillman's journey into functional medicine is deeply rooted in his personal encounters with the complexities of alternative health and spiritual spaces. His diverse background in biology, environmental health, and internal medicine, coupled with a rich history of exploring various healing modalities, has uniquely positioned him as an advocate for discernment in personal wellness decisions. Through his own experiences and professional expertise, Dr. Stillman offers a candid perspective on the risks and watch outs within spiritual and alternative health spaces, empowering individuals with the knowledge to navigate these domains with clarity and insight. His commitment to integrative medicine, coupled with a genuine passion for holistic well-being, makes him a trusted voice in the pursuit of balanced and informed health choices. The key moments in this episode are: 00:00:06 - Introduction to Functional Medicine 00:01:31 - The Influence of Meditation 00:06:29 - Risks and Watch Outs 00:10:56 - Authentic Communication 00:13:55 - Ethical Sales Tactics 00:15:35 - Connecting with Patients 00:16:41 - Connection Between Heart and Mind 00:18:09 - Manipulative Coaching Programs 00:22:24 - Financial Exploitation in Spiritual Groups 00:26:31 - Mental Map and Narcissistic Manipulation 00:30:34 - Navigating the World with a New Map 00:31:32 - Mentorship and Authenticity 00:32:41 - Unplanned Two-Part Episode 00:33:28 - Shifting Focus to Guest's Work The resources mentioned in this episode are: Pure Leaf - Alternative and complementary approach to conventional plant care and pest control methods. Use code KaraG20 for a 20% discount on your order. https://pureleafgardens.com?p=cz1xKOyZ- Explore Dr. Stillman's site: https://stillmanmd.com Read Dr. Stillman's book Dying to be Free Don't You Know Who I Am? by Dr. Ramani Durvasala - A book on narcissistic personality disorder and toxic interpersonal relationships.  Human Heart, Cosmic Heart by Dr. Tom Cowan - A book delving into the concept of the heart and its role in memory and emotions.  Neuro-Linguistic Programming (NLP) - A valuable tool for understanding mental maps and communication patterns. Hypnosis - An interesting concept worth exploring for its potential insights into the subconscious mind and behavior patterns.

As the global population of individuals aged 60 and over is projected to increase by 38% between 2019 and 2030, elder abuse and elder financial exploitation (EFE) are becoming increasingly prevalent issues. This demographic shift, particularly in the developing world, brings attention to the unique challenges older persons face, including those related to human rights and financial security. Elder fraud, a severe form of EFE, continues to grow at an alarming rate. If it hasn't already, it is likely to impact your client base or family in the near future.In this episode, Abrigo consultants Melissa Mantooth, CAMS, and Elissa Brewer, CAMS, share their knowledge of prevalent schemes and red flags, as well as a brief overview of safe harbor laws around EFE that may impact banks and credit unions. As financial institutions educate their customers on fraud, it's important that they keep an extra watchful eye out for scams impacting older clients.Listen in for insights into ways to prevent elder fraud in your community.Helpful links:Blog: Elder fraud: Preventing elder financial exploitation at your institutionWebinar: Guarding your institution: Strategies for a fraud prevention programWebinar: Elder fraud: The fight for seniors' financial security Check out the series!Ahead of the curve: A banker's podcastLooking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We'll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment.You can find all episodes of the podcast on abrigo.com or on your favorite podcast app or platform. 

In recognition of World Elder Abuse Awareness Day on June 15, the AARP of Virginia is urging seniors and their caregivers to be aware of potential scams and elder financial exploitation. The multi-billion-dollar problem of elder financial exploitation and reminds the public that it's a crime that can have devastating consequences for individuals and families. According to the AARP, elder financial exploitation – generally involving a known person who is deceiving and manipulating an older adult to steal from them – is a multi-billion dollar, and often unreported, crime. AARP Virginia officials advise that one way to prevent elder financial...Article LinkSupport the Show.

Senior investor protection has long been a priority for FINRA, and the Vulnerable Adults and Seniors Team (VAST) is at the forefront of FINRA's efforts in this space. On this episode, we hear from Brooke Hickman, Director of the Vulnerable Adults and Seniors Investigative Team, Mike Paskin, a manager with VAST Investigations, and Liz Yoka, a manager of the VAST Intake team, to hear how the groups work with individual investors, firms, states and other regulators to prevent and detect financial exploitation of senior and other vulnerable investors.Resources mentioned in this episode:2024 Annual Regulatory Oversight ReportEpisode 72: Anti-Money Laundering and Elder ExploitationEpisode 128: The 2023 Senior Investor Protection ConferenceEpisode 105: The Essential Senior Investor Protection Tools: FINRA Rules 2165 and 4512FINRA Securities Helpline for Seniors – 844-57-HELPS (844-574-3577)FINRA Key Topic Page: Senior InvestorsFAQ Regarding FINRA's Rules Relating to Financial Exploitation of SeniorsTrusted Contact Infographic

In this episode, Queenie sits down with a special guest who fell victim to a Romance Scammer. She is a 60+ year old widow, who is vibrant, educated, beautiful and getting back out on the dating scene. Ms. Spain is a victim of the "Cryptocurrency Romance Scam" which is an online scheme where a cybercriminal forges romantic relationships through online platforms, such as dating sites and social media, to trick people into investing into crypto assets or handing them over. In some cases, the criminal will ask you to wire money from one institution into a crypto or bitcoin account, all the while, using you for their ill-gotten gains! Listen in as Ms. Spain shares her story and as she shares a message for the listeners. Be sure to follow Queenie Love on her socials for the launch of her new show! U.M.M.

5:00 = Romance scammers are making millions5:26 = Yaz got catfished16:36 = World's lowest minimum wage20:40 = Obscure meanings for baby names23:27 = The name Avneesha dodged37:30 = The name Yaz almost had38:52 = Is Kian transgender?Instagram @KianYazAvneeshaYoutube @AlreadyCancelledPodcast

In this episode, we delve into the complex world of narcissistic personalities and how they manipulate finances to exploit others. Join Rebeccas and explore empowering strategies and real-life stories to help you reclaim control and navigate these challenging situations. Get ready to turn the tables and take charge of your financial future with Rebecca Zung. ____________________________________________________________________ Check out my FREE Live webinar, the 3 MUST HAVE Secrets to Communicating with Narcissists RIGHT HERE Learn more about the SLAY Your Negotiation with Narcissists program right here:  www.rebeccazung.com/slay ___________________________________ _________________________________ For more information on REBECCA ZUNG, ESQ. visit her website www.rebeccazung.com and follow her on Instagram: @rebeccazung and YouTube!  GRAB YOUR FREE CRUSH MY NEGOTIATION PREP WORKSHEET RIGHT HERE!  SUBSCRIBE TO MY YOUTUBE CHANNEL RIGHT HERE. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Ormerod, Navigant Credit Union's Senior Vice President / Director of Security joins Bill Bartholomew to discuss a new initiative aimed at combating financial exploitation perpetrated against seniors. Support the show

Dr Boyce speaks with Tiara KJ Williams about the mismanagement of Wendy Williams' money, as well as other issues in Hollywood.

Ben John:  "As a beginner entrepreneur/business owner in 2019, I was introduced to a book by Grant Cardone(The 10X Rule) that lured me into mentorship from him. After 3.5 years and $250k spent with Grant & his organization, I realized that I had ignored all the signs in that environment that encouraged me to idolize Grant as a God, seek him for success, disconnect with those who don't align with him or me, chase money, deceive, & manipulate others to get what I want. I later found that Grant is being operated by the church of Scientology and after looking into that myself, it made sense why he treats people badly & why he teaches entrepreneurs to unethically scale their business.I have been publicly speaking about this consistently so that people can be aware of not only Grant, but ALL self serving entrepreneurs who prey on people's fears to manipulate them & teach them how to deceive others. I've done it regularly on my instagram/FB page, Instagram lives, & interviews."Links to Ben's book, “Misguided Mentor” and businesses on his instagram pageIG: @benjaminjohnmicFB:  Ben's Massive ImpactOur C2C vacation where we can meet you in real life and go on adventures together has 5 spots left!  Click here to go to the official booking page Who is Cardone?Why Ben was attracted to this self help groupWhy Cardone stood out to BenCult leaders and sales menWhat it was like going to Cardone's seminarsIgnoring the red flagsWhen Ben started to notice himself changeDid Ben find the info useful?Did Ben have any buyer's remorse?What Cardone was like in personDoes Ben think Cardone was giving his money to Scientology?The similarities between Cardone's Program and ScientologyThe group wanting others to distance themselves from BenBreaking members down and calling it "care"When Ben realized he needed to get outCardone being used for this influence by ScientologyThe rise of finance gurus during the fear of 2020 Did Ben convert anyone at the time?How Ben got his daughter involvedBen's relationship with his fatherHow Ben is doing nowOur Merch! Patreon: Patreon.com/cultstoconsciousnessVenmo @sheliseannAny donations are welcome and appreciated to support the making of this podcastWebsite CultsToConsciousness.comFind Shelise on Social media!Instagram @cultstoconsciousnessHost Instagram @sheliseannTikTok @cults.to.consciousnessTwitter @cultstoconTheme Song Produced and Composed by Christian Guevara**Disclaimer: Thanks for joining us at Cults to Consciousness. This storytelling podcast is meant to be for entertainment purposes only and does not substitute for medical advice. We may discuss triggering topics and we ask that you make your personal mental health a priority. Lastly, the opinions of our guests do not necessarily reflect the opinions of the host.**

Our golden generation, rich with wisdom and experience, unfortunately often finds itself in the crosshairs of deceitful schemes. In today's episode, we shine a spotlight on the tactics employed by scammers, share real-life anecdotes, and provide practical advice to help safeguard our beloved seniors.  Today's guest is Joyce Petrowski. Joyce started her professional career in the public accounting sector and is an accountant and tax preparer. As an avid volunteer and philanthropist, she shares her focus on the non-profit sector and co-founded a non-profit in 2014. Since leaving that non-profit in 2021, she saw a need to educate people, especially the older adult population about the financial scams and how to protect themselves and their hard earned assets. In August 2021, Joyce founded R.O.S.E. (Resources/Outreach to Safeguard the Elderly), with the mission to prevent financial exploitation and frauding older adults through advocacy and education. Show Notes: [1:16] - Joyce shares her background and the mission of her non-profit, R.O.S.E. [3:42] - R.O.S.E. provides education and resources for older adults so they are aware of how these scams are happening. [5:54] - When speaking and meeting with people, Joyce sees the hesitation in people coming forward with past experiences with scams.  [8:01] - It has been difficult for the general population, specifically the older generation, to keep up with the evolution of scams and red flags. [9:38] - The first sign that should raise some suspicion is unexpected contact. [12:07] - There is an option in your phone that can silence calls from unknown numbers so there is no accidentally answering scam calls. [15:03] - If you're not sure, talk to somebody else that you know and trust. Them asking questions might help you determine if it is a scam. [18:51] - Many older adults feel uncomfortable sharing their experiences with their children to avoid losing their independence. [21:18] - Scammers don't discriminate. They don't care about age, gender, or even how much money you have. [23:34] - It can be very confusing and overwhelming when considering the ways to deal with this problem. [26:00] - Joyce shares some of the things that scammers are looking for and why it can be easy for them to get a victim into an emotional state. [29:44] - Scams are very sophisticated now compared to just ten years ago. [31:45] - Everybody needs to be aware and have conversations about this with the older adults in their lives. [33:17] - Joyce has recently started a podcast called Let's Talk About Scams. Thanks for joining us on Easy Prey. Be sure to subscribe to our podcast on iTunes and leave a nice review.  Links and Resources: Podcast Web Page Facebook Page whatismyipaddress.com Easy Prey on Instagram Easy Prey on Twitter Easy Prey on LinkedIn Easy Prey on YouTube Easy Prey on Pinterest R.O.S.E. Resources/Outreach to Safeguard the Elderly Let's Talk About Scams Podcast

Our episode today is all about Five Ways to identify and Respond to Financial Exploitation when divorcing a narcissist –In this episode we will discuss the money habits of a narcissist so that you can be in the know and have a plan to respond,   with Dr.Ramani Durvasula     Dr. Ramani Durvasula is a licensed clinical psychologist in Los Angeles, CA, Professor Emerita of Psychology at California State University, Los Angeles, and the Founder and CEO of LUNA Education, Training & Consulting, a company focused on educating individuals, clinicians and businesses/institutions on the impact of narcissistic personality styles.       She is an author of multiple books including It's Not You: Identifying and Healing from Narcissistic People (February 2024), Should I Stay or Should I Go: Surviving A Relationship with a Narcissist, and "Don't You Know Who I Am?": How to Stay Sane in an Era of Narcissism, Entitlement, and Incivility and her newest book, It's Not You: Identifying and Healing from Narcissistic People will be released in February, 2024 (Penguin Life)     Connect with us on social media:  Facebook  Instagram  TikTok   Listen to more podcast episodes, read our divorce blog, and join our free divorce support group at mydivorcesolution.com.  The WeChat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Catherine Shanahan, Karen Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work.  WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD.  Unless specifically stated otherwise, Catherine Shanahan and Karen Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew.  WCD, CATHERINE SHANAHAN, AND KAREN CHELLEW EXPRESSLY DISCLAIM ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.  If you would like to obtain a typed transcript of this podcast episode, please email us at hello@mydivorcesolution.com. Please be sure to include the episode name in the transcript email request. Thank you!  Learn more about your ad choices. Visit megaphone.fm/adchoices

What You'll Hear In This Episode:- Jessica's experience utilizing tools and knowledge from coaching to navigate dating experiences-Jessica's experience with Lisa's program as  particularly helpful - Using OkCupid and Bumble for dating- Not taking things personally and avoiding overanalysis- Empowering women to ask for what they want- Jessica's experience being a single mother and struggling during COVID- Her desire for a partner and modeling healthy relationships for her child- Tools and knowledge acquired for handling rejection and inappropriate behavior- Creating a list of criteria for potential partners Key quotes:"It was really important to me that I modeled [for my daughter] a healthy relationship and a healthy marriage for her so that hopefully she would have that when she's older." — Jessica"By not taking anything personally, it was just very freeing." — Jessica“If I had not worked with you and I met with challenges dating online,, I would have been so upset, I would have been freaked out. Like, screw men, screw dating, cancel all my accounts on the apps. Like, I'm done with this, right?" — Jessica"Our program works the way it's written, and people just have to follow the process if they're going to get the most out of it." — Lisa Shield"Thinking you know how wat you want and how to choose a healthy partner and and putting it into practice are very different things." — Lisa Shield"I've talked to some friends about your program and everything, and they're like, ‘Why would you spend that much money on that?' And I said, ‘Well, look at what I've gotten for it. I met a great man that I wouldn't have known how to meet otherwise. Now I have a partner, now my daughter has a father figure.'" — JessicaContinue On Your Journey: Lisa Shield | YouTube | Facebook | Instagram | Book a Call With LisaEmail the podcast at: podcast@lisashield.com

Join Troutman Pepper Partners Chris Willis, Mary Zinsner, and Dave Gettings for an in-depth discussion about litigating elder financial exploitation cases. Elder abuse and financial exploitation of the elderly are increasing problems in our society, and financial institutions are right in the thick of it. Chris, Mary, and Dave discuss trends in elder fraud litigation, offering insights on the common themes and defenses that financial institutions have in these cases.

In honor of Elder Abuse Awareness Month, we're taking a look at FINRA's important senior investor protection efforts, including a look at FINRA Rules 2165 and 4512, the first uniform National Senior Investor Protection Standards. On this episode, we hear from Associate General Counsel Alicia Goldin and Vice President and Associate General Counsel Jim Wrona where those rules stand today, explore some of the real-world scenarios in their application and provide tips for some of the tricky conversations that financial professionals might face in connection to their application. Resources mentioned in this episode:Rule 2165: Financial Exploitation of Specified AdultsRule 4512: Customer Account InformationEpisode 105: Essential Senior Investor Protection ToolsReg Notice 22-31: Practices for Obtaining Trusted Contacts“Investors in the U.S.: The Changing Landscape,” FINRA Foundation (December 2022)Trusted Contact Resource PageTrusted Contact Infographic2023 Report on FINRA's Examination and Risk Monitoring Program2020 Ontario Securities Commission Protecting Aging Investors ReportBlame and Shame in the Context of Financial FraudIACP Successful Trauma-Informed Victim InterviewingSenior Safe Act Webinar: Identifying and Reporting Suspected Exploitation

Long-time supporters of the show will remember how passionate Sarah was in the mini-series that took a deep dive into why she left the Mormon church. The tithing episode, in particular, was one of our most listened-to episodes so far. This episode here is a deeper look at it through the lens of exposing cult tactics, again with the BITE model and Sarah and Mason's anecdotal and observed experiences. Also, Sarah gives a fresh perspective on the famous tithing tire story. When did you last hear the term "hot check?".  John Dehlin. Tithing and the LDS/Mormon church. https://www.youtube.com/watch?v=6MkgCOcejbM LDS Doctrine and Covenants section 64:23 Divorce rates in the US. 2020. https://www.usnews.com/news/best-states/articles/states-with-the-highest-divorce-rates Median income by state. https://www.investopedia.com/median-income-by-state-5070640   My Tithing tire.  https://www.churchofjesuschrist.org/study/liahona/2005/06/latter-day-saint-voices/my-tithing-tire?lang=eng Mormonism Live podcast #128: Gone in 60 Minutes Financial Peace University.   https://www.ramseysolutions.com/ramseyplus/financial-peace https://zawn.substack.com/p/please-dont-become-a-stay-at-home?utm_source=direct&utm_campaign=post&utm_medium=web    

All Home Care Matters is honored to welcome renowned Elder Abuse advocate and 36 year Richmond Police Department Sergeant and Special Investigator, William "Bill" Lightfoot. Former Sergeant Bill Lightfoot served with the Richmond Police Department for thirty-six years. He has served as an investigator with the Property Crimes Unit, the Robbery & Homicide Division, The Narcotics Division, the Criminal Intelligence Unit and the Domestic Violence Unit. He is a graduate of the Virginia Criminal Justice Instructors School and the National Intelligence Academy in Ft. Lauderdale, Florida.. He holds a B.S. Degree in Criminal Justice. Experience in the investigation of violent crimes, case preparation and evidence collection. Experienced in the design, development and management of training programs for law enforcement personnel, medical professionals, prosecutors, social services and other disciplines. Has developed and delivered training in Domestic Violence in the workplace, Stalking Investigations, Stalking and the Elderly, Elder Abuse Investigations, Financial Exploitation of the Elderly, and Domestic Violence in Later Life, Human Trafficking and Domestic Violence in the Workplace. He has also assisted other agencies, both government and private, in the development of Domestic Violence and Elder Abuse protocols and policies, develops and delivers training to management and staff personnel.

Narcissists can be manipulative and controlling, and their behaviour can often lead to financial abuse. This type of abuse can take many forms, from controlling bank accounts to taking out loans in someone else's name. In this episode of Believe Stream Podcast, I will be discussing what to do if you suspect financial exploitation by a narcissist and provide you with some practical steps you can take to protect yourself and your finances.⭐️Please let me know if you liked this episode and found it helpful in the comments below!Make sure to leave a comment below and share this with your friends!Thank you so much for listening and for your support!

(3/24/23) The problem of out-living your money. the emerging trend of single retirees; the wage gap for never-married women; how to avoid financial exploitation of your nest egg. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this segment was excerpted on our YouTube channel:   https://www.youtube.com/watch?v=ahZtKL1TMVY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Bulls Cling to Support" is here: https://www.youtube.com/watch?v=NtuCYEAKVzo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s --------  Our previous show is here: "Has the Fed Run Out of Room?" https://www.youtube.com/watch?v=AUf6WMBM2pI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Resources mentioned in this podcast: www.OlderAdultNestEgg.com www.LivingTo100.com ------- Video's referenced in this broadcast: "Raising Money Smart Kids" | Richard Rosso & Danny Ratliff https://www.youtube.com/watch?v=ly-09fRehKU&list=PLVT8LcWPeAujtF0xU6bHGcIrXFq2dFy2X&index=1 --------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/

  You assist your clients with a lot, but you can't do everything for them. At a certain point clients may be unable to make major life decisions. Learn all about power of attorney and conservatorships and how to navigate those interactions as an insurance agent. Read the text version   Get on the Ritter Platform by Registering with Ritter: https://www.ritterim.com/agent-tools/the-ritter-platform/   Follow Us on Social!   Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources:   3 Email Marketing Campaigns Insurance Agents Should Be Sending: https://agentsurvivalguide.podbean.com/e/3-email-marketing-campaigns-insurance-agents-should-be-sending/ Everything You Get With Your Ritter Registration: https://agentsurvivalguide.podbean.com/e/everything-you-get-with-your-ritter-registration/ Ritter Can Help You Stay in Touch with Your Clients: https://agentsurvivalguide.podbean.com/e/ritter-can-help-you-stay-in-touch-with-your-clients-1671024716/ Senior Speak: Talking to Medicare Clients Age & Older: https://agentsurvivalguide.podbean.com/e/senior-speak-talking-to-medicare-clients-age-65-older/   References:   Authorization to Disclose Personal Health Information Form PDF: https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS10106.pdf Britney Spears's conservatorship terminated after nearly 14 years: https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated Cases of Financial Exploitation, Neglect, and Abuse of Seniors: https://www.gao.gov/assets/gao-10-1046-highlights.pdf Conservatorship and Guardianship: https://www.caregiver.org/resource/conservatorship-and-guardianship/ Guardianship and Conservatorship FAQs: https://www.lawhelp.org/dc/resource/guardianship-and-conservatorship-frequently-a National Center on Elder Abuse Research, Statistics and Data: https://ncea.acl.gov/What-We-Do/Research/Statistics-and-Data.aspx#prevalence Power of Attorney: https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/ Power of Attorney is Not Enough for Medicare: https://www.sjslawpc.com/2020/08/25/power-of-attorney-is-not-enough-for-medicare/ Rules and Model Language for “Proof of Representation” vs. “Consent to Release” for Medicare Secondary Payer Liability Insurance (Including Self-Insurance), No-Fault Insurance, or Workers' Compensation: https://www.cms.gov/files/document/por-vs-ctrpdf Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan: https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414 What is a Conservatorship? https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414 What is a medical power of attorney? https://www.freewill.com/learn/what-is-a-medical-power-of-attorney What is a Representative Payee and Who Can Become One? https://www.ncoa.org/article/what-is-a-representative-payee-and-who-can-become-one

Clint Adams and James Lindsay, Chair of the Financial Exploitation Task Force at Legal Aid of WV, share information on financial exploitation. Financial exploitation refers to the intentional misappropriation of finances or wealth belonging to elderly, disabled, or incapacitated individuals. What does it mean to have a fiduciary relationship with someone, in terms of finances? What are the responsibilities this type of relationship entails? What are some indicators of financial exploitation to be aware of? Hosted on Acast. See acast.com/privacy for more information.

In this episode 112 of Believe Stream Podcast, I discuss the dangers of narcissism and financial exploitation, and how to protect yourself and your assets from those who may seek to take advantage of you. We will explore common tactics narcissists use to gain control over your finances, as well as warning signs to look out for. You will also learn practical tips and strategies to safeguard your financial well-being and maintain your independence.⭐️Please let me know if you liked this episode and found it helpful in the comments below!Make sure to leave a comment below and share this with your friends!Thank you so much for listening and for your support!

In this episode of Heartbreak to Happiness, host Sara Davison speaks with Dr. Nicola Sharp-Jeffs, an expert in economic abuse as it occurs within the context of coercive control. Dr. Sharp-Jeffs founded Surviving Economic Abuse (SEA), a charity that seeks to raise awareness of economic abuse as a form of coercion and control, and to transform responses to it. Dr. Sharp-Jeffs explains what economic abuse is, how it works, and how it affects victims. She highlights the three different levels on which economic abuse operates: personal, social, and economic resources. She gives examples of how abusers isolate victims, destroy their self-confidence, and deplete their financial resources to make them dependent. She also shares insights into the signs of economic abuse and the appropriate responses to it. Dr. Sharp-Jeffs' work is crucial in supporting victims of economic abuse and promoting awareness of this form of abuse. If you or someone you know is suffering from economic abuse, this episode is a must-listen.www.saradavison.com

Julie Podewitz, CEO and Founder of Grow Your Occupancy, talks with Elizabeth Clubb, CEO and Founder of myFloc. Elizabeth shares her expertise on fraud and financial exploitation of older adults, and offers tips for families to best educate and communicate with one another to keep their older loved ones financially safe and secure. myFloc™ is an expense management platform purpose-built to empower older adults to choose how they live as they age, connect networks of caregivers, prevent elder financial exploitation, and take the financial friction out of caregiving.

This episode originally aired on June 17, 2022.  FinCEN has issued updated guidance on Elder Financial Exploitation (EFE). The new Advisory looks at the increasing volume of thefts and scams targeted at the elderly and includes both behavioral and financial red flags. John and Elliot discuss the growing problem of EFE, some of the key messages in the Advisory, and efforts by financial service providers to detect and deter these frauds and thefts.

Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. As part of the work that Kerry is doing with the Illinois Supreme Court Commission on Elder Law, the commission is gathering input from all over the state of Illinois to study the needs and challenges […]

Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. As part of the work that Kerry is doing with the Illinois Supreme Court Commission on Elder Law, the commission is gathering input from all over the state of Illinois to study the needs and challenges […]

Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. As part of the work that Kerry is doing with the Illinois Supreme Court Commission on Elder Law, the commission is gathering input from all over the state of Illinois to study the needs and challenges […]

Technology resources like Zoom, FaceTime, Alexa, even TikTok, can open a world of possibilities and help us stay connected. Unfortunately, for many seniors and nursing home residents, these resources can be challenging and overwhelming. But it doesn't have to be that way. Stefano Selorio is a 23-year-old Founder & CEO of Carevocacy, a company [...]

Talking to our aging parents about their finances can be a tough conversation. But there are ways to educate and protect our parents from being taken advantage of by scammers, charities, and other organizations without being seen as controlling or overstepping.  Today's guest is Cameron Huddleston. Cameron is an author, speaker, and award-winning financial journalist. She's the Director of Education and Content at Careful, the first service built to protect and monitor aging adults' daily finances. Cameron's work has appeared in a number of publications including Forbes and The Chicago Tribune. Show Notes: [1:09] - Cameron described the experience of caring for her mother with alzheimers. She had not had a conversation with her about her finances. [2:37] - Talking to your parents about scammers is a way to open the door to more conversation about finances. [5:13] - Warn your parents about red flags because there's no way you can keep them updated on every single scam. [6:29] - As we age, we all experience some level of cognitive decline. [7:38] - Get an idea of how they are doing now so that you will be more aware of changes. [8:56] - You're not trying to pry or be nosey. This is a series of conversations that open the door to communication about finances for the future. [10:00] - Older adults are more likely to be exploited by someone they know. [11:10] - Nothing has to happen right now except the beginnings of conversations. Cameron lists some things to have in order later. [13:07] - There are things you can do to help prevent a caretaker from taking advantage of your parents. [14:35] - There are some red flags to listen for in conversations with your aging parents and/or their caretaker. [15:43] - If you are concerned about your parent's credit or finances, you can have their credit frozen and you can monitor everything for safety. [16:58] - Your parents can also sign up for services while they are healthy and add you to the monitoring account for notifications. [18:39] - Cameron shares an experience with her own mother. She was a giving person but with her alzheimers, she wound up donating money frequently. [19:51] - How can you help them get the spending on charity donations under control? [22:21] - One piece of advice for parents is to let all calls go to voicemail and don't call the numbers they called from. [24:21] - Chris describes an unusual and suspicious new text scam. How can we warn parents about the things that are out of the norm? [27:00] - If you have a parent with dementia, these warnings won't always do much good. Leave notes and reminders for them. [28:26] - Cameron describes a situation with her mother and she realized that she was no longer safe to live alone. [31:09] - There are a lot of things that parents can have in place in writing while they are relatively young and healthy. [32:33] - Cameron has a lot of great resources on her website CameronHuddleston.com. Thanks for joining us on Easy Prey. Be sure to subscribe to our podcast on iTunes and leave a nice review.  Links and Resources: Podcast Web Page Facebook Page whatismyipaddress.com Easy Prey on Instagram Easy Prey on Twitter Easy Prey on LinkedIn Easy Prey on YouTube Easy Prey on Pinterest Carefull Website Cameron Huddleston's Website

Elder law attorney Kerry Peck joins John Williams to tell us about what you need to know about “grandparent scams,” how you can prevent yourself from becoming a victim, and the Illinois Department of Aging’s Community Care Program. And, as always, Kerry answers all of your elder law questions.

FinCEN has issued updated guidance on Elder Financial Exploitation (EFE). The new Advisory looks at the increasing volume of thefts and scams targeted at the elderly and includes both behavioral and financial red flags. John and Elliot discuss the growing problem of EFE, some of the key messages in the Advisory, and efforts by financial service providers to detect and deter these frauds and thefts.

This week is Part II of our "New Laws" for 2022 series. We talk about bills regarding ECOs & TDOs, Marcus Alerts, Financial Exploitation, Law Enforcement Firearms, Retired Law Enforcement Officers, and Facial Recognition Technology.