BFC Weekly Recap: A $250,000 Catfish Scam, a Reverse Mortgage Mistake, and a Stolen Checkbook

Podcast: Becoming Financially Confident · Ralph V. Estep, Jr.

Opublikowano: 2026-09-19

Hosts: Ralph Estep Jr, a licensed public accountant of over 30 years + Juliet, a first-time entrepreneur. Here are some of the highlights from this week: Ralph's grandmother collected a $3,500 unclaimed money windfall from an old credit union account.A missing beneficiary form cost a client 35% in estate taxes, a 15-minute fix Ralph walks through.Juliet on the self-doubt behind leaving corporate life, and reframing an 18-month payoff goal as $6.60 a day.The Dollar Job Framework, and the real take-home pay on a $50-a-night Rover gig.A reverse mortgage client put $150,000 under his mattress, and a thief tried...