As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. From robocalls and texts to emails and websites trying to steal your data, scams are coming at us from all angles. Stay tuned 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. And be sure to stay tuned until the end of the episode, where John answers a listener question from Tess, who asks if she should take out a life insurance policy on her soon-to-be ex-husband.

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

0:00 – Intro

5:00 – Phishing, vishing, and smishing

8:36 – Government imposters

10:17 – Family and personalized scams

12:31 – How to better recognize the signs of a scam

15:52 – Protections you can put in place to avoid being scammed

20:31 – Listener question about life insurance

Thomson Reuters Article:

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

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