There’s a lot of focus on providing money lessons to teenagers and young people starting on their own, but there are still some lessons about money that are good to be reminded of as we get older, too. In this episode, Gary and Christy talk with Dale Hubbert, a certified financial planner, on some things older couples as well as widows & widowers can do regarding their personal finances. We also discuss the topic of elder fraud – instances when someone illegally or improperly uses a senior’s money or property. 

Episode Resources

• https://www.nolo.com/legal-encyclopedia/elder-abuse-financial-scams-against-29822.html
• https://www.seniorliving.org/law/fraud-abuse/
• Top 10 Financial Scams Targeting Seniors