Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become an essential skill, particularly for retirees. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.

From government imposters to sweepstakes, robocalls, and romance scams, we’ll share valuable insights into the tactics used by scammers. We’ll share how to spot red flags and protect yourself against phishing emails, vishing phone calls, and smishing texts before it’s too late. And, in the event that you do fall victim to a scam, we’ll provide actionable steps to mitigate the damage.

As technology advances and scams evolve, this conversation is more important than ever. Don't miss out on this opportunity to arm yourself with knowledge and protect your financial future!

 

Here are the questions we answer in today’s show:

• How common these scam threats are + phishing, vishing, and smishing techniques
• The various types of scams out there + some of Lee’s clients who have been targeted by fraudulent schemes
• Some ways to spot some of these scams and protect your personal information
• What should you do if you fall victim to a scam?

 

Links for this episode:

https://www.cnbc.com/2023/10/08/how-one-retired-woman-lost-her-life-savings-in-a-common-elder-fraud-scheme.html

https://www.thomsonreuters.com/en-us/posts/investigation-fraud-and-risk/senior-citizens-financial-scams/

 

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

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