How to Avoid Digital Scams in an Ai Era | Kurtis Baker

✨For more actionable information, take a 2-minute Peace of Mind Assessment at https://finalplaybook.com/schedule-a-call to see how prepared you are. ✨ Links to my guest's official site - click below: ➡️https://kurtisbaker.com/ -------------------------------------------------------------------------------- Estate planning, digital security, and caring for aging parents can feel overwhelming — but you’re not alone. In this episode of Death and Dying in the Digital Age, host Niki Weiss is joined by Kurt Baker, Wealth Manager and Advocate, to share real-life stories — including a devastating scam — that highlight why planning ahead is essential. Together, they unpack the crucial steps families can take to protect their assets, their digital lives, and their loved ones from uncertainty. With compassion and clarity, they remind us that preparation isn’t morbid — it’s responsible. In this episode, we cover: - How to safeguard aging parents from scams and fraud - The essentials of wills, trusts, and power of attorney - Why digital assets must be included in your estate plan - Practical strategies for planning ahead with confidence - The emotional relief that comes from being prepared This conversation offers practical tools, real-world lessons, and reassurance for anyone navigating end-of-life planning, digital legacy, or caregiving for loved ones. -------------------------------------------------------------------------------- Subscribe to the channel here: ➡️ @DigitalLegacyPodcast For more resources related to this podcast or partner resources, click here: ➡️ https://stan.store/endevo_digitallegacy Follow Us Here: ➡️ Facebook: https://www.facebook.com/profile.php?id=61567345380204 ➡️ Instagram: https://www.instagram.com/deathanddyinginthedigitalage/ ➡️ TikTok: https://www.tiktok.com/@digitallegacypodcast Join Us in planning for the most inevitable thing to happen in this life- Death - and create peace of mind for those you leave behind: ➡️ https://digitallegacypodcast.com/ -------------------------------------------------------------------------------- Download MY FINAL PLAYBOOK App to take our FREE educational course: 🔗App Store- apps.apple.com/us/app/my-final-playbook/id6502518647 🔗Google Play- play.google.com/store/apps/details?id=com.p4tze2b0necm.pgwvu5pucapp 🔗Website- final-playbook.passion.io/ -------------------------------------------------------------------------------- Take our 2-minute quiz today at https://www.endevo.life/ to get your preparedness score and three actionable steps you can implement today to protect your digital legacy and your loved ones. -------------------------------------------------------------------------------- 🌟 Listen to the podcast: Apple Podcasts ➡️ https://podcasts.apple.com/us/podcast/death-and-dying-in-the-digital-age/id1775499012 Spotify ➡️ https://open.spotify.com/show/2MQkOgvyPQnLEz1fO9BHkY 🚫 Re-uploads or ANY use of our content is prohibited. #deathandyinginthedigitalage #ENDevo #endoflifeplanningsimplified #digitallegacy #digitallegacypodcast #myfinalplaybook -------------------------------------------------------------------------------- Timestamps: 00:00 The Rise of AI-Driven Scams 01:00 Protecting the Elderly from Financial Fraud 02:30 Real-Life Story: Assets Stolen Abroad 04:00 Emotional Manipulation and Phone Scams 06:00 Why Older Adults Are Targets 08:00 How to Secure Digital Accounts 10:00 Adding Human Safeguards in Wealth Management 12:00 Understanding Fiduciary Responsibility 14:00 Basics of Estate Planning 16:00 Beneficiaries, Trusts, and Legal Oversight 18:00 Digital Access and Two-Factor Authentication 20:00 Preparing for End-of-Life Access 22:00 Breaking Generational Secrecy 24:00 Early Planning and Communication 26:00 Building a Personal Offboarding Strategy 28:00 The Cost of Not Planning 30:00 Unclaimed Assets and How to Find Them 32:00 Final Thoughts and How to Connect -------------------------------------------------------------------------------- Disclaimer: The Death & Dying in the Digital Age YouTube channel is for educational purposes only and does not provide medical, legal, or financial advice. Views expressed by the host and guests are their own. Always consult qualified professionals before making decisions. The channel is not responsible for actions taken based on its content.