Jamie Bernd

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Money Smart for Older Adults Ep 1

We introduce the Money Smart for Older Adults financial education that focuses on frauds and scams that target seniors. We review how to recognize frauds and scams, why older adults are at higher risk to being victims and we discuss the most common frauds and scams in today’s society, including COVID-19 related scams. Finally, we

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Money Smart for Older Adults Ep 2

We continue discussing financial frauds and scams, including mortgage relief, reverse mortgage and property fraud. We provide tips on how to avoid being the victim of contractor scams. We finish this episode by discussing investment fraud and how you can research a financial adviser before conducting business.

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Money Smart for Older Adults Ep 3

We introduce benefits as a means to supporting and /or revitalizing a person’s finances. We review federal, state and local benefit programs such as Medicare Savings, Extra Help and SNAP. The EFSC is a Benefits Enrollment Center under the National Council on Aging. We discuss budgeting as a tool to financial independence.

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Money Smart for Older Adults Ep 4

We discuss insurance as a means to managing financial risk. We review the different types of insurance including health, life, long-term care along with property and casualty. We discuss insurance fraud and the effects on older adults. We discuss the problem that is Medicare fraud and how you can help reduce the spread of it.

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Money Smart for Older Adults Ep 6

Ensuring your Final Wishes, why it’s important to plan your estate, including what it means to name a Power of Attorney; also we discuss the meaning of probate and ways you can avoid going through it. Finally, what are the challenges of planning your final wishes and how can you start having that delicate conversation

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