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018: How Invested Are You? Portfolio Protection You Need to Know About Brokers and Advisors

Absolute Trust Talk

Release Date: 10/16/2018

034: The Dynamics of Dementia with Dr. Michelle Dhanak show art 034: The Dynamics of Dementia with Dr. Michelle Dhanak

Absolute Trust Talk

Joining Kirsten in the studio is Dr. Michelle Dhanak of ElderConsult Geriatric Medicine. Michelle has an extensive background in addressing complex medical and psychosocial issues in older individuals, and her unique focus and expertise in dementia and agitation have had a significant impact on improving care systems for challenging patients. Michelle believes that all older adults who are suffering deserve to live out the rest of their lives with dignity, respect, and self-efficacy.

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033: Learning the Language: Long-Term Care Insurance show art 033: Learning the Language: Long-Term Care Insurance

Absolute Trust Talk

Joining us on the show today is long-term care insurance expert Patrick Johnson. In this episode, Patrick helps provide clarity about why people need long-term care coverage, the types of options that are available, and how they fit into the bigger picture of your future planning. Patrick also shares insights into the costs of long-term care and the next steps you should take to get the process of obtaining coverage started.

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032: Extending Your Health Span with Dr. Nancy Rolnik show art 032: Extending Your Health Span with Dr. Nancy Rolnik

Absolute Trust Talk

Joining the show today, Dr. Rolnik and Kirsten discuss the best options for pain management, how health and wellness are vital for maintaining optimal function, and the steps you can take to implement a healthier lifestyle one improvement at a time. Whether you’re an athlete or daily workout junkie, or you experience wear-and-tear pain, this episode will help you recognize what you might be missing and help get you back on track.

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031: Do You Have a Firearm in Your Estate Plan? show art 031: Do You Have a Firearm in Your Estate Plan?

Absolute Trust Talk

In today’s episode, we are excited to welcome associate attorney Joseph Fenton of Campbell Green to the show. While Joseph represents clients in all areas of estate planning, he also has unique expertise in the laws governing ownership and transfer of firearms.

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030: How Ombudsman Services Can Advocate for You, With Nicole Howell  show art 030: How Ombudsman Services Can Advocate for You, With Nicole Howell

Absolute Trust Talk

Aging is a natural part of life, and it certainly deserves respect. All of our elders should be able to thrive throughout their later years. No one believes in this philosophy more than our latest Absolute Trust Talk guest, Nicole Howell. Nicole is executive director of Ombudsman Services of Contra Costa and Solano Counties and joins us in the studio to talk about how the Ombudsman Program came to be and the work that they do to connect with older adults and help them live their best lives.

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029: Knowing Alzheimer's (Elder Advocacy Encore Edition) show art 029: Knowing Alzheimer's (Elder Advocacy Encore Edition)

Absolute Trust Talk

Join us for an encore edition of Absolute Trust Talk Episode #029 featuring Dori Sproul of the Alzheimer's Association of Northern California. 

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028: Finding the Right Home Care Approach (Elder Advocacy Encore Edition) show art 028: Finding the Right Home Care Approach (Elder Advocacy Encore Edition)

Absolute Trust Talk

Join us for an encore edition of Absolute Trust Talk Episode #028 featuring elder care expert Francesca Vogel of Home Care Assistance. Home Care Assistance and Francesca will be joining us as platinum sponsors of our Elder Advocacy & Law Boot Camp on September 18, 2019.

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027: Is Medi-Cal for Me? Long-Term Care for Disabled People Over 65 show art 027: Is Medi-Cal for Me? Long-Term Care for Disabled People Over 65

Absolute Trust Talk

Are you worried that you will end up spending all of your savings on nursing home care? With proper planning, it is possible to become eligible for Medi-Cal if you are not already.

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026: Expert Advice on Geriatric Care with Linda Fodrini-Johnson show art 026: Expert Advice on Geriatric Care with Linda Fodrini-Johnson

Absolute Trust Talk

In today’s episode, Kirsten welcomes Licensed Family Therapist, certified Professional Care Manager, and founder of Eldercare Services, Linda Fodrini-Johnson, to the show. Kirsten and Linda will explore what geriatric care is, the available resources, and how you and your family can formulate a plan to move forward with long-term care, no matter what stage of planning you and your loved ones are in.

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025: The Exploration of Legacy Planning and Charitable Giving with Michael Crvarich of the John Muir Health Foundation show art 025: The Exploration of Legacy Planning and Charitable Giving with Michael Crvarich of the John Muir Health Foundation

Absolute Trust Talk

Absolute Trust Talk Host Kirsten Howe brings you a powerful new episode featuring Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation. In this episode, Kirsten and Michael dive into the details behind this gift planning approach, how the landscape has shifted with recent changes in law, and how families can successfully go about becoming involved in charitable giving.

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More Episodes

In this episode of Absolute Trust Talk, Kirsten welcomes attorney Bob Gonser to the show. Bob’s practice focuses on matters involving disputes between investors and their financial advisors. Bob typically works on a contingent fee basis and has successfully handled hundreds of cases for his clients whose investement accounts have been mismanaged resulting in the loss of irreplaceable assets.

 

Kirsten and Bob discuss many topics surrounding his specialty, beginning with who is most likely to be victimized by financial advisors who do not act in the best interest of their clients.. Bob then shares the different types of situations he sees his clients in and how they decided they were in over their heads and needed legal help. Later Bob weighs in on the do’s and don’t’s when looking to hire an advisor or broker and what you should regularly do to stay on top of your portfolio.

 

Top Take Aways from Episode #018:

  1. Remain aware of your situation
  2. Remain involved
  3. Don’t be afraid to ask questions
  4. Keep your children involved or (if you’re the kids) make sure you stay involved in your parent’s finances so you know how to put all the pieces together

 

Time-stamped Show Notes:

3:02 – Bob shares why senior citizens are the most common group of people he works with in regard to the loss of money in investments

4:20 – Kirsten asks Bob to share how clients come to the ultimate conclusion that they are in enough trouble and they need legal help

5:17 – Why senior citizens should not have volatile investments

8:44 – Bob discusses the different types of situations he sees and the types of advisors responsible for taking advantage of investors

11:08 – What “suitable” means regarding an industry standard for advisor-client relationships

15:00 – Bob defines the difference between the fiduciary and suitable standards in terms of responsibility of advisors to their clients

17:03  – Kirsten asks Bob to share what else he sees advisors doing wrong in his practice

19:56 – This is the most important thing you can do when looking to hire an advisor or broker

24:27 – Bob highlights what an investor should stay on top of when they finally hire an advisor or broker

 

Episode #018 Freebie:

It’s great to have a financial professional to turn to when it comes to making investment decisions, but it’s also important to maintain involvement in your portfolio activity. Absolute Trust Talk guest and attorney Bob Gonser is sharing exclusive access to his portfolio maintenance tool called the Investment Portfolio Check-Up. This questionnaire is designed to help you see any red flags or things you might not recognize in your portfolio. To help ensure the safety of your financial investments we urge you to listen in to this episode and then download the Investment Portfolio Check-Up tool here.

 

Resources/Tools/Links Mentioned in This Episode:

Finra.org – Broker Check