Becoming Financially Confident

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

September 19, 2026·25 min
Episode Description from the Publisher

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 to cash a stolen check at her own victim's teller window.A $250,000 catfish scam during a client's cancer treatment.Some PSLF payment counts dropped this summer, and cashing out an old 401k costs about 40% in taxes.Raising a car insurance deductible too high can trigger forced-placed insurance from a lender.Got a money question? Send it to becomingfinanciallyconfident.com/voicemail.Or watch live every weekday, 11:30 am ET at becomingfinanciallyconfident.com/live.Have a great weekend, everybody.Links mentioned this week:missingmoney.comstudentaid.govregulations.govFollow us on our socials:LinkedIn Facebook GroupInstagramSkool Community

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