Are you prepared for the financial decisions that come with aging? How will you protect your money as mental faculties decline?

Brett Ramsey and his guest Dean Moorefield, owner of Artisan Wealth Strategies, dive into some of the toughest conversations surrounding the transition from making your own financial decisions to needing assistance from loved ones. Drawing from heartfelt client experiences, Brett and Dean discuss strategies to protect your finances when your mental capacity may begin to change. 

Dean discusses: 

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• Strategies to avoid falling victim to financial scams targeting seniors
  
• The importance and process of establishing a trusted contact on accounts
  
• Understanding the role and activation of a power of attorney
  
• The use of cognitive baseline tests to monitor changes over time
  
• And more
  

 Connect with Brett Ramsey:

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• LinkedIn: Brett Ramsey
  
• Facebook: Brett Ramsey
  

Connect with Dean Mourfield: 

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• LinkedIn: Dean Mourfield
  
• Artisan Wealth Strategies
  

About our Guest:

Dean is the owner of Artisan Wealth Strategies, as well as our Senior Partner and Financial Advisor. Dean has been in the industry since 1988, where he started as a financial advisor with Waddell & Reed, Inc., a major American investment corporation. He went on to become Principal/Branch Manager of both the Louisville, KY, division of Waddell & Reed as well as the Indianapolis division, where he supervised and trained financial advisors from 1993 to 2010. 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.