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Love in later life can be a beautiful thing, but it can also come with hidden risks. In this week’s episode of Wealth Beyond Riches, I sit down with Lisa Cukier to explore the growing dangers of financial exploitation in late-life relationships. As cognitive decline sets in, individuals may unknowingly open the door to exploitation from new romantic partners, caregivers, or even family members. Lisa and I discuss the importance of early planning, clear family communication, and working with a trusted team of professionals to protect those most vulnerable. This conversation is packed with essential guidance on how to ensure your loved one’s wishes are honored while keeping them safe: https://bit.ly/40tFqhs #WealthBeyondRiches #EstatePlanning #FamilyWealth #LateLifeRomance #FinancialExploitation #ElderCare #FiduciaryResponsibility #FamilyProtection #TrustAndTransparency

Later-life relationships bring not just love, but also the potential for financial exploitation. In this episode of Wealth Beyond Riches, Abbey Henderson talks with Lisa Cukier, a partner at Rubin and Rudman, about the risks that arise when older individuals experience cognitive decline. These vulnerabilities often lead to exploitation from trusted people in their lives, including new romantic partners, caregivers, or even family members. Lisa provides key insights on early planning, transparent communication, and involving trusted professionals to prevent financial abuse. Tune in as they share ways to safeguard your loved ones and ensure their wishes are respected: https://bit.ly/40tFqhs #WealthBeyondRiches #FamilyWealth #EstatePlanning #FinancialProtection #ElderCare #FiduciaryResponsibility #FinancialExploitation #FamilyProtection #LateLifeRomance

Prioritise your mental and financial well-being. Choose cover that provides you with peace of mind, reduces financial worries and allowing you to focus on your overall well-being. T’s& C’s Apply #IncomeProtection #BidvestLife

Redefine wealth beyond monetary gains. Dare to dream of true financial health that encompasses physical well-being, mental peace, and time to do what you love. Achieve a balanced and fulfilling life with strategic planning and wise investments. #FinancialWellbeing #IntegraFinancial #DaretoDream #WomenandMoney #FinancialAdvice #FinancialFreedom #MasteringYourMoney

Unlock Your Financial Freedom: Self-Pay for Balance! Join us as we dive deep into the importance of self-pay and personal balance in our lives. Discover how emotional turmoil and marital struggles can lead to profound self-discovery. This insightful video explores financial management and the impact of relationships on mental well-being. #SelfPay #FinancialManagement #PersonalBalance #EmotionalTurmoil #MaritalStruggles #SelfDiscovery #MentalWellness #LifeLessons #RelationshipAdvice #OwnYourLife

What happens when family instability and relationship complexities intersect with the absence of genetic kinship in blended families? Grounded in kin selection and family systems theories, the Blended Family Financial Framework explains why financial challenges often arise in these family structures. In our soon-to-be-published research on blended families and financial infidelity, we apply this framework to our model, examining the moderating effects of emotional fusion and the presence of stepchildren on financial infidelity. Ashley McWhorter Keamo Sonya Lutter Jeremy Yorgason

Disenfranchised Grief has also come to be known as hidden grief and is similar to ambiguous loss, because it is the very personal and emotional response to a loss of any kind that is not widely acknowledged or validated according to cultural, societal, or communal norms. The term was first used in the late 90’s by Ken Doka. Its effect on a person can cause short- and long-term financial consequences because the person’s financial situation is changing in secret, possibly without support or clarity. Learn more: https://hubs.la/Q02whcSn0

This week, let's focus on nurturing not just our financial health, but also our mental, emotional, and physical well-being. Because true wealth isn't just measured in dollars, but in the richness of our lives. . . . #greenvillesc #yeahthatgreenville #gvltoday #greenville360 #financialadvisor #wealthmanagement #financialpsychology

Overcoming Trauma: How Fear Affects Our Wealth We dive deep into how our upbringing and trauma shape our perception of risk and wealth. Understanding these factors is crucial for breaking the cycle and embracing prosperity. Join us on this transformative journey toward empowerment and financial freedom! #TraumaHealing #WealthMindset #RiskManagement #Empowerment #FinancialFreedom #MentalHealthAwareness #CulturalImpact #GenerationalWealth #OvercomingFear #SelfImprovement

Death and loss is real and inevitable. You cannot predict it, but you can plan for it. Financial advisors have a duty to help their clients through ALL stages of their financial planning. A client's financial plan isn't complete until the estate plan is complete. EncorEstate Plans is here to help. Don't live your life wishing you had. https://lnkd.in/eVM6JNYs #financialplanning #planningforthefuture #estateplanning #financialadvisors