The conversation discusses the issue of financial exploitation and scams targeting older adults in retirement. It highlights the definition of financial exploitation and the common perpetrators, including family, friends, caretakers, and professional service providers. The conversation also presents alarming statistics on the size of the problem and the underreporting of cases. A real-life example of a scam is shared, emphasizing the importance of being cautious and seeking advice from a trusted financial advisor. 

Call Stonebridge Insurance & Wealth Management at 866-295-5146 for help with your retirement and wealth management needs.  Or click the website for more.  Stonebridge Insurance & Wealth Management.

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