Did you know that individuals with early memory loss are about three times more likely to face financial exploitation? How can you protect your retirement plan?

Brett Ramsey is joined by neuropsychologist Dr. Peter Lichtenberg to discuss the intricate relationship between brain health and financial decision-making. Drawing from Brett’s personal experiences and Dr. Lichtenberg’s professional insights, you’ll learn about identifying early cognitive changes, using baseline assessments, and protecting your financial well-being as you age. 

Dr. Lichtenberg discusses: 

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• Differences between mild cognitive impairment and dementia
  
• Importance of baseline cognitive testing for older adults
  
• Tools and surveys to assess financial decision-making capacity
  
• Strategies to protect against financial exploitation
  
• And more
  

 Connect with Brett Ramsey:

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• LinkedIn: Brett Ramsey
  
• Facebook: Brett Ramsey
  

Connect with Dr. Peter A. Lichtenberg: 

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• Wayne State University
  
• LinkedIn: Peter Lichtenberg
  

About our Guest: 

Peter A. Lichtenberg, Ph.D. is the past Director of the Institute of Gerontology (1999-2024) and was the Founding Director of the Wayne State University Lifespan Alliance. Dr. Lichtenberg is a Distinguished University Service Professor of Psychology and Gerontology. He is a clinical psychologist and obtained his Ph.D. at Purdue University in 1986 and completed post-doctoral training in geriatric neuropsychology from the University of Virginia. Dr. Lichtenberg received his diploma in Rehabilitation Psychology in 1997 and his Diploma in Clinical Geropsychology in 2013. Dr. Lichtenberg has been at Wayne State University since 1991.

Dr. Lichtenberg is a national expert in financial capacity assessment and financial exploitation of older adults. Dr. Lichtenberg, one of the first board certified Clinical Geropsychologists in the nation, has made contributions to the practice of psychology across a variety of areas including in Alzheimer’s disease, medical rehabilitation and with those suffering from late life depression. He is particularly interested in the area of intersection between financial capacity and financial exploitation; finding ways to balance autonomy and protection for older adults. He has published articles on psychological vulnerability and fraud and is nationally known for his work on financial decision making, capacity and undue influence. He has conducted independent medical evaluations and expert witness work over 200 times in the past decade on issues related to older adults and capacity as well as undue influence. He has taught clinicians across the nation on improving their assessments of capacity and of financial exploitation. Dr. Lichtenberg is the author of seven books including the 2015 APA 2 Volume Handbook of He has authored or co-authored over 220 peer review journal articles and book chapters.

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.