Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze School: Recognizing Financial Advisor Abuse
Jun 16, 2024
On this episode, Suze discusses a widow's heartbreaking story of financial advisor abuse. She emphasizes the importance of being involved in managing your finances, especially in times of grief. Suze provides advice on avoiding similar situations and protecting your financial future.
27:18
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Quick takeaways
- Be cautious of financial advisors who may take advantage of vulnerable individuals grieving a loss for their own financial gain.
- Seek professional advice tailored to your individual needs when handling substantial inheritances to protect financial assets and ensure long-term financial security.
Deep dives
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The podcast discusses the significant financial responsibilities parents have towards their children and spouses, emphasizing the importance of financial planning in case of unexpected events. It underscores the need for parents to ensure their family's financial well-being by making informed decisions.
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