Welcome to another empowering episode of "Wealth Guardians," the podcast dedicated to helping you navigate the complexities of financial planning and wealth management. I'm your host, Ken Ouellette, BPM Certified Portfolio Manager and founder of Oracle Wealth Management.
In today's episode, we're delving into a crucial and often overlooked aspect of financial well-being - protecting seniors from financial abuse. Join us on this insightful journey where we'll explore the five key strategies to shield your loved ones and yourself from potential threats. With over three decades of experience, I'll share actionable steps and expert insights to help you build, preserve, and transfer your wealth securely.
The topics covered include:
So, whether you're planning for retirement, supporting aging family members, or simply keen on strengthening your financial defenses, this episode is packed with practical advice and valuable information. Stick around as we unravel the complexities and provide clarity on securing your financial legacy.
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