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The Chalene Show | Diet, Fitness & Life Balance

I'm No Longer Staying Silent: Our Advisor Stole Millions And Our Trust - 1229

The Chalene Show | Diet, Fitness & Life Balance

Chalene Johnson

Wellness, Health & Fitness, Chalenejohnson, Personalgrowth, Fitness, Lifecoaching, Health, Personaldevelopment, Family, Mental Health, Organization, Nutrition, Diet, Goals, Relationships, Focus, Faith, Productivity, Advice

4.87.2K Ratings

🗓️ 17 September 2025

⏱️ 54 minutes

🧾️ Download transcript

Summary

A trusted financial advisor. A private equity deal that looked rock solid. Then the shocking discovery of financial advisor fraud and a devastating investment scam. In this raw, walk-and-talk episode, Chalene Johnson exposes the red flags, the fake receipts, and the exact steps she took to protect victims and demand accountability. If you've ever worried about getting scammed by an advisor, losing money in a fraudulent investment, or dealing with betrayal trauma, this episode is your guide to spotting warning signs, staying calm, and fighting back. Do Not miss Part two where Chalene will dive even deeper into the consequences and who else must be held responsible.

 

🚨 If You Or Someone You Know Have Had A Similar Situation With Merrill Lynch Reach Out At [email protected]

 

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💡 What You Will Learn

  • Red flags of financial advisor fraud
  • How to document and respond to an investment scam
  • First steps before reporting to authorities
  • Coping with betrayal trauma

 

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Transcript

Click on a timestamp to play from that location

0:00.0

All right, for this story, it's going to be helpful.

0:03.0

If you can imagine a friend, your own, someone who you really tend to look out for.

0:10.0

When you think about this person, you become a little bit of a mama bear.

0:14.3

You're always thinking about their best interest.

0:17.2

You kind of worry about them.

0:18.9

You're protective.

0:20.3

You're defensive. You're defensive.

0:21.5

You're fiercely loyal.

0:23.3

And you just always want to make sure that they are taking care of.

0:26.3

You want to make sure that they are protected.

0:29.3

Financially too.

0:30.6

Okay?

0:30.8

And let's just assume that you're doing well.

0:33.8

And you want the best for them.

0:35.6

You want to help them avoid missteps and mistakes.

0:38.7

And this person is family to you.

0:42.8

One thing you want to make certain is that they don't make the same mistake you've seen a lot of other people make.

0:48.4

You want to make sure that they're taking care of financially into the future.

0:53.0

And so you decide to introduce them to your own financial advisor. And you feel

0:59.5

comfortable doing this because you've known this individual for decades. They've helped you to amass

1:05.1

quite a financial portfolio. They know everything about you. They take an interest in your family,

1:13.3

your kids, your health, your business, your personal interests. I mean, they're really invested.

...

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