The Get Ready Money Podcast: Change The Way You Think About Elder Financial Abuse
Nov 05, 2024๐ On this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education & Content at Carefull; Cathy Sikorski, author and speaker along with Neil Granger, Consultant and Expert to talk about changing the way we think about money and elder financial abuse.
๐ง Here’s what we discussed:
๐น Defining elder financial abuse and prevention tips.
๐น What is a trust mill?
๐น How to spot red flags.
๐น The importance of being proactive with your parents and communicating about frauds and scams.
๐น Adult children should pay attention to their parent’s behavior.
๐น What to look for in an advisor.
๐ฅ Watch this episode below:
< >
๐ง Listen to the podcast below or on your favorite podcast app.
Connect with Cameron Huddleston:
Website: (here)
LinkedIn: https://www.linkedin.com/in/cameron-huddleston-187b633/
X/Twitter: (here)
Facebook: (here)
Instagram: (here)
Connect with Cathy Sikorski:
Website: https://cathysikorski.com
LinkedIn: https://www.linkedin.com/in/cathysikorski24/
TikTok: https://www.tiktok.com/@cathy_sikorski
Connect with Neil Granger:
Website - http://www.neilgranger.com/
LinkedIn - Neil Granger: https://www.linkedin.com/in/neil-granger
Books:
Cameron Huddleston:
- Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances (Amazon) https://amzn.to/3qsEFk7
Cathy Sikorski:
- Who Moved My Teeth?: Preparing For Self, Loved Ones And Caregiving (Amazon)
- 12 Conversations: How To Talk to Almost Anyone About Long-Term Care Planning (Amazon)
- Showering With Nana: Confessions Of A Serial Caregiver (Amazon)
Resources mentioned on the show:
- Order a free copy of your credit report from each of the major credit reporting agencies (Equifax, Experian, and TransUnion) at www.annualcreditreport.com. Be careful: This website is the only one that is government authorized to provide you with free copies of your credit report.
- Financial Safety Playbook (here).
- Is It a Scam? (Here).
- 5 signs of a scam by Cameron Huddleston (here).
- How to protect elderly parents from scams and frauds by Cameron Huddleston (here).
Bios:
Cameron Huddleston:
Cameron Huddleston is an award-winning personal finance journalist, author of Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances and director of education and content at Carefull. She also is an award-winning journalist with nearly 20 years of experience writing about personal finance. Her work has appeared in Kiplinger's Personal Finance, Chicago Tribune, Forbes.com, MSN, Yahoo! and many more online and print publication
Cathy Sikorski:
Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis. Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, Corner Office Books released her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care Planning.
Neil Granger
Neil Granger has been in the financial services industry for more than 39 years. In addition to being a California Life Agent, he is also licensed as a Life and Disability Analyst-one of less than 40 in the state. Neil has spent most of his Insurance career as an independent agent in the area life, health, disability and Long Term Care insurance sales, working with individuals and small businesses.
Since 2009, Neil has focused his practice on Consulting and Expert work in the area of Elder Financial Abuse prevention. Neil has worked with several District Attorney Offices as a member of their Financial Abuse Specialist Teams, has testified in both Criminal and Civil cases, and works with the Investigative Unit of the California Department of Insurance.
Neil has also helped draft, and has testified in favor of, insurance legislation, which has helped strengthen financial protection for California Seniors. He recently stepped down from the California Department of Insurance Curriculum Board after 12 years of membership- 6 years as its Chairman.