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
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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/
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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
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