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Don’t Miss the Signs: How to Spot Financial Fraud and Protect Your Aging Parents
Financial fraud targets more than money—it preys on trust. Uncover the warning signs and take steps to protect your family.
In this eye-opening episode, Sara Ecklein sits down with forensic accountant Kelly Todd to uncover how financial misconduct often begins quietly, close to home, and why older adults are especially at risk. From emotional manipulation to overlooked red flags, this conversation explores the human side of fraud and how to stop it.
In this episode, you will:
- Learn why older adults are prime targets for financial exploitation and how to recognize early warning signs
- Hear real-world stories of financial betrayal and how families can recover and rebuild trust
- Get expert strategies to proactively safeguard your loved ones during life transitions like aging, estate planning, or divorce
Listen now to gain practical tools and insights to protect your family and legacy.
About Kelly Todd:
Kelly Todd is a forensic accountant with over 30 years of experience investigating fraud, financial misconduct, and complex financial disputes. Now focused on prevention, Kelly empowers families, professionals, and organizations to recognize the red flags of financial betrayal before damage is done.
With expertise on fraud psychology and a passion for prevention, Kelly helps clients navigate major life transitions—from divorce to estate and elder care—by fostering awareness and vigilance.
Connect with Kelly Todd:
ForensicStrategic.com
Referenced in this Episode:
True Link Financial Prepaid Card
Episodes air weekly on Mondays and Wednesdays.
Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
Connect with Sara on LinkedIn
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer
This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
View all episodes
By Sara EckleinFinancial fraud targets more than money—it preys on trust. Uncover the warning signs and take steps to protect your family.
In this eye-opening episode, Sara Ecklein sits down with forensic accountant Kelly Todd to uncover how financial misconduct often begins quietly, close to home, and why older adults are especially at risk. From emotional manipulation to overlooked red flags, this conversation explores the human side of fraud and how to stop it.
In this episode, you will:
- Learn why older adults are prime targets for financial exploitation and how to recognize early warning signs
- Hear real-world stories of financial betrayal and how families can recover and rebuild trust
- Get expert strategies to proactively safeguard your loved ones during life transitions like aging, estate planning, or divorce
Listen now to gain practical tools and insights to protect your family and legacy.
About Kelly Todd:
Kelly Todd is a forensic accountant with over 30 years of experience investigating fraud, financial misconduct, and complex financial disputes. Now focused on prevention, Kelly empowers families, professionals, and organizations to recognize the red flags of financial betrayal before damage is done.
With expertise on fraud psychology and a passion for prevention, Kelly helps clients navigate major life transitions—from divorce to estate and elder care—by fostering awareness and vigilance.
Connect with Kelly Todd:
ForensicStrategic.com
Referenced in this Episode:
True Link Financial Prepaid Card
Episodes air weekly on Mondays and Wednesdays.
Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
Connect with Sara on LinkedIn
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer
This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.