Elder Abuse & Financial Scams | Retirement Talk Ep 4 – LaTour Asset Management
Автор: LaTour Asset Management
Загружено: 2025-08-12
Просмотров: 24
In this critical episode of Retirement Talk, Jim and Josh from LaTour Asset Management dive into the alarming rise of elder abuse and financial scams targeting older adults. From phishing emails to tech support cons and even heartbreaking cases of family manipulation, they explore the most common tactics used by fraudsters and how to protect yourself and your loved ones. Discover how having a trusted financial advisor, establishing a support network, and maintaining open communication can serve as powerful defenses. Jim and Josh share real-world examples and essential tips to help you stay vigilant and secure.
Timestamps:
00:01 - Introduction and summer updates
04:25 - Today’s topic: Elder abuse and financial scams
05:26 - The $3 billion threat of elder financial exploitation
06:43 - How financial advisors help prevent scams
07:14 - Email and text message scams: what to watch for
08:13 - Importance of family communication and support
09:22 - Real-life Easy Pass scam example
10:21 - Fake speeding tickets and warrant scams
11:04 - Why monitoring accounts regularly matters
12:34 - When to call your advisor about suspicious mail
14:09 - Consolidating accounts to avoid confusion
15:00 - How LaTour helps organize and secure your finances
16:16 - Trusted contact setup to prevent fraud
19:02 - Grandparent scams and emotional manipulation
24:50 - Real case: Elder abuse by a family member
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Investment Advisory Services offered through LaTour Asset Management, LLC, an investment advisor in the states of Missouri, Arkansas, Texas, and Alaska, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Insurance products and services offered through LaTour Advisory Group Inc. LaTour Asset Management, LLC and LaTour Advisory Group Inc. are affiliated companies. LaTour Asset Management, Joe LaTour, Jim Margraf, and Josh LaTour are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be considered legal, tax, or investment advice. Investing involves risk, including possible loss of principal. Always consult a qualified advisor before making financial decisions.
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