BFC Weekly Recap: A $250,000 Catfish Scam, a Reverse Mortgage Mistake, and a Stolen Checkbook — Becoming Financially Confident

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 corporate life, and reframing an 18-month payoff goal as $6.60 a day.
The Dollar Job Framework, and the real take-home pay on a $50-a-night Rover gig.
A reverse mortgage client put $150,000 under his mattress, and a thief tried to cash a stolen check at her own victim's teller window.
A $250,000 catfish scam during a client's cancer treatment.
Some PSLF payment counts dropped this summer, and cashing out an old 401k costs about 40% in taxes.
Raising a car insurance deductible too high can trigger forced-placed insurance from a lender.

Or watch live every weekday, 11:30 am ET at becomingfinanciallyconfident.com/live.

Have a great weekend, everybody.

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