How To Keep Your Parents Financially Safe- Episode 140
As our parents age, it’s only natural for us to want to keep an eye on them to make sure their finances stay in good order: bills paid, taxes done correctly, RMDs taken, etc. Sometimes that’s much easier said than done.
How do you make sure your parents are on top of their financial situation as they get older? Is there a way to protect them from scams? How do you spot the signs that something might be wrong?
Podcast host Johnny Dean tackles these questions with his special guest Ara Freedman, wealth manager at Lucia Capital Group on this week’s episode of Managing Your Financial Future!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.
Aa Freedman is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.
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