"Caring for Aging Parents, With an Eye on the Broker Handling Their Savings"

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Manage episode 219166102 series 1044733
By Colin Meeks. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

This case study is about caring for your aging parents and keepings an eye on their investments, especially if your parents are showing signs of cognitive impairment. This New York Times Article tells a story about a family dealing with a broker who made excessive trades in order to gain more commissions. It is important to always review your statements and know how much you are paying your advisor / broker.

86 episodes