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. 

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Links from today's show:

Wealth Management Convergence (discount code = WMC2024): https://www.thetayf.com/pages/convergence

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