Retirement Planning Education, with Andy Panko

#149 - Tips and best practices to protect your ID and financial information


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Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically:

  • Check your credit report regularly
  • Freeze your credit
  • Get a tax return filing PIN from the IRS
  • Use strong and unique passwords for all websites and online accounts
  • Use a password manager
  • Use two-factor (if not multi-factor) authentication wherever possible
  • Use a VPN (Virtual Private Network) whenever on public Wi-Fi
  • Use separate e-mails for different types of accounts
  • Put a "Self-Lock" on your SSN within the E-Verify system
  • Lock your SIM card with your cellular provider
  • Be cognizant of phishing and vishing scams
  • Be mindful of protection physical information and items


Links in this episode:

  • Transunion credit freeze - here
  • Experian credit freeze - here
  • Equifax credit freeze - here
  • www.MyFICO.com
  • www.CheckFreeScore.com
  • IRS PIN info - here
  • E-Verify Self-Lock info - here
  • FTC article about how to spot phishing - here
  • AARP article about how to spot vishing - here


To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  • Tenon Financial monthly e-newsletter - Retirement Planning Insights
  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Retirement Planning Education website - www.RetirementPlanningEducation.com
...more
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Retirement Planning Education, with Andy PankoBy Andy Panko

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