Episode notes
In this episode of Financial Advisors Say The Darndest Things, host A.B. Ridgeway breaks down a dramatic call on the Dave Ramsey Show. A caller explains how his girlfriend, appointed as a payee for his inheritance, allegedly stole $40,000. A.B. Ridgeway explores the financial and emotional fallout, sharing key insights on how to protect your assets, avoid falling victim to fraud, and make wiser financial decisions in relationships.
Key Takeaways:
- Protect Your Finances: It’s crucial to maintain control over your financial accounts, especially when dealing with large sums of money like inheritances.
- Red Flags in Relationships: Trust is foundational in relationships, but financial dishonesty is a major warning sign. Don’t ignore financial red flags.
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Keywords
InheritanceRetirement Account Titlingaccount titling