Becoming Financially Confident
BFC Weekly Recap: A $250,000 Catfish Scam, a Reverse Mortgage Mistake, and a Stolen Checkbook
25:30
Hosts: Ralph Estep Jr, a licensed public accountant of over 30 years + Juliet, a first-time entrepreneur.
Here are some of the highlights from this week:
Ralph's grandmother collected a $3,500 unclaimed money windfall from an old credit union account.
A missing beneficiary form cost a client 35% in estate taxes, a 15-minute fix Ralph walks through.
Juliet on the self-doubt behind leaving…