Practical Strategies for Protecting Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Technology continues to evolve at a rapid pace, which makes it more and more difficult to stay on top of the latest scams. This episode will highlight the most common financial scams being used right now to help you better recognize when you’re being targeted.

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.

 

Here’s some of what we discuss in this episode:

0:00 – Intro

1:56 – Phishing

6:35 – Government scams

8:43 – Sweepstakes

10:30 – Grandparent scams

13:10 – Romance scams

16:00 – What to do if you fall victim

 

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446