Understanding and Protecting Yourself From Financial Exploitation

 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.com
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
 
For the video of this webinar:
https://www.youtube.com/watch?v=uwNYciAY7hw

To 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