Fique off-line com o app Player FM !
8/2/24: The Link Between Dementia and Financial Mistakes
Manage episode 432047383 series 3304352
Shocking new data reveals how financial mistakes could indicate dementia. Plus, estate planning trends with Chris Morgan of The Sanibel Captiva Trust Company – and why ETF closures aren't a big deal.
#DementiaAwareness #FinancialHealth #EstatePlanning #CognitiveDecline #FinancialSafety #ETFInvesting #RetirementPlanning #WealthManagement #FinancialLiteracy #ElderCare
-----
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
Become Certified in Blockchain and Digital Assets (use discount code ETH25 to save 25%): https://dacfp.com/certification/
Wealth Management Convergence (March 2024): https://www.thetayf.com/pages/convergence
The Financial Consequences of Undiagnosed Memory Disorders (Federal Reserve Bank of New York and Georgetown University study): https://www.newyorkfed.org/research/staff_reports/sr1106.html
The Sanibel Captiva Island Trust Company: https://www.sancaptrustco.com/
-----
Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
-----
Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
-----
513 episódios
Manage episode 432047383 series 3304352
Shocking new data reveals how financial mistakes could indicate dementia. Plus, estate planning trends with Chris Morgan of The Sanibel Captiva Trust Company – and why ETF closures aren't a big deal.
#DementiaAwareness #FinancialHealth #EstatePlanning #CognitiveDecline #FinancialSafety #ETFInvesting #RetirementPlanning #WealthManagement #FinancialLiteracy #ElderCare
-----
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
Become Certified in Blockchain and Digital Assets (use discount code ETH25 to save 25%): https://dacfp.com/certification/
Wealth Management Convergence (March 2024): https://www.thetayf.com/pages/convergence
The Financial Consequences of Undiagnosed Memory Disorders (Federal Reserve Bank of New York and Georgetown University study): https://www.newyorkfed.org/research/staff_reports/sr1106.html
The Sanibel Captiva Island Trust Company: https://www.sancaptrustco.com/
-----
Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
-----
Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
-----
513 episódios
すべてのエピソード
×Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.