Episode 37 — Protect Yourself And Your Loved Ones From Fraud — With Jason Gross
How are you protecting yourself and your aging loved ones from fraudulent behaviors?
In today’s episode, Danielle Howard brings in a guest and friend Jason Gross, an examiner with the Colorado Division of Securities, to discuss how to keep yourself and the ones you love safe from financial fraud activities. And as you will soon find out, often the people who fall victim to fraud are the ones you’d least expect.
In this episode, you’ll learn:
● Why so many people fall for financial fraud scams
● Possible risk factors in your life that could make you vulnerable to scams
● How to identify scams online, over the phone, or even in investments
● What percentage of people over 60 years old have been financially exploited by a family member
● And more!
Listen in and be awakened to how you can keep you and your family protected from fraud.
Thank you for listening to the Wealth Done Differently Retirement Podcast click the subscribe button below to be notified when new episodes become available. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Wealth by Design LLC. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial adviser or other qualified service provider with any questions you may have regarding your investment planning. Danielle Howard, Certified Financial Planner is an investment adviser representative of Cambridge Investment Research Advisors a registered investment adviser. Securities offered through Cambridge investment research Inc. A broker dealer member FINRA SIPC Cambridge and wealth by design LLC are not affiliated.