Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

Wisdom & Wealth: Financial Clarity For Families in Transition

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.

Here’s what we share in today’s show:

• Some real-life examples of financial scams + surprising statistics
• Phishing, vishing, and smishing scamming techniques
• Some ways to spot some of these scams and protect your personal information
• What should you do if you fall victim to a scam?

CNBC Article

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

Thomson Reuters Article

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

Get additional financial information: https://sephtonfinancial.com/podcasts/