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Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

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Manage episode 408090468 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Just like any other threat, learning to recognize and avoid scams has become crucial for today's retirees. Join us as we discuss essential steps you can take to protect yourself against the increasing prevalence of scams and identity theft. Phil will offer real-life stories and practical advice to help you keep your finances safe in today’s digital age.

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

  • 1:35 – Real stories of financial scams
  • 5:43 – Phishing, vishing, and smishing
  • 8:20 – Examples of different scams
  • 11:54 – Recognizing the signs of a scam
  • 15:19 – Protections you can put in place to avoid being a victim of a scam

Resources for this episode:

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/

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

  continue reading

250 episodes

Artwork
iconShare
 
Manage episode 408090468 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Just like any other threat, learning to recognize and avoid scams has become crucial for today's retirees. Join us as we discuss essential steps you can take to protect yourself against the increasing prevalence of scams and identity theft. Phil will offer real-life stories and practical advice to help you keep your finances safe in today’s digital age.

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

  • 1:35 – Real stories of financial scams
  • 5:43 – Phishing, vishing, and smishing
  • 8:20 – Examples of different scams
  • 11:54 – Recognizing the signs of a scam
  • 15:19 – Protections you can put in place to avoid being a victim of a scam

Resources for this episode:

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/

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

  continue reading

250 episodes

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