EPS 46 - The Ripple Effect: Advisor Fraud, Identity Theft, and Your Score

Fraud doesn’t always look like a Ponzi scheme. Sometimes it’s a smooth voice, a business card, and a “don’t worry, I’ve got it.” In this episode, Jerry unpacks how advisor misconduct happens—from misusing client funds to risky bets that go bad—and why the fallout can reach far beyond your portfolio and straight into your credit report. You’ll learn the red flags to spot, how to “trust but verify” with large vs. small firms, and the practical steps to lock down your identity and credit so one person’s bad decision doesn’t become your long-term problem. Empowerment = attention + action.

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