2/20/24: The Saga of Aging Investors

A shocking turn: From $50M to $1.5M due to Alzheimer's and risky financial moves. Was the broker at JPMorgan Chase responsible for this? Listen to this incredible story – big lessons for both investors and financial advisors.  Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric: https://www.thetayf.com/pages/ask-ric ----- Links from today's show: Wealth Management Convergence (discount code = WMC2024): https://www.thetayf.com/pages/convergence ----- 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 Schwab: https://www.schwab.com/ Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee -----