From Victim to Advocate

In this powerful episode, we sit down with Karen Robbins, an advocate for financial abuse victims. Karen shares her personal journey from being a victim herself to becoming a voice in the fight against financial exploitation. We explore the insidious nature of identity theft and discuss practical steps for protecting loved ones. Karen also sheds light on the differences between coerced debt and financial abuse, and recent regulations aimed at addressing these issues.

Show Highlights:
What led Karen to become a financial advocate for financial abuse victims (2:32)
Who is most susceptible to identity theft (8:40)
The emotional and practical impacts this had on the family (10:10)
Protecting the elderly (12:08)
Where to begin in this situation (16:50)
Coerced debt vs financial abuse and recent regulation (19:10)
Texas and financial protection for women (24:50)
Advice for someone in this situation (32:24)
Recent bill in Connecticut (26:08)
What can be done on a local basis (39:20)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.com
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

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