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

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Manage episode 219166102 series 1044733
Content provided by Colin Meeks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colin Meeks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 219166102 series 1044733
Content provided by Colin Meeks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colin Meeks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

101 episodes

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