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Protection: Fraud, Bonds, & Retirement Income (8/5/2023)
Manage episode 373379163 series 3083349
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Someone was able to scam hundreds of thousands of dollars from a prison cell? Alan Holman, joined by Brian Wiley, go back and forth on the issue of fraud, especially when it comes to senior citizens and those with limited mental capacity. If your parents or someone in your family falls into that category, it may be time to take over some of their responsibilties. They also talk about bonds and the recent downgrade of U.S. debt by the credit rating agency, Fitch. What does that mean for bonds? They discuss how they work and where or not bonds are something you should be trading. ETFs, generating income in retirement, listener questions, and more!
Hosts:
Alan Holman, CFP®, Wealth Advisor
Brian Wiley, Financial Advisor
The Real Money Pros:
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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100 episodes
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