Financial Symmetry: Balancing Today with Retirement

Don't Fall Victim to This In Retirement, Ep #158


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From data breaches to text messages, emails, and phone calls, scammers are always looking for new ways to commit fraud.

Video recap: https://youtu.be/_PwxMMqnjNk

Fraud can devastate retirement plans, so it is important to stay one step ahead of scammers and keep your guard up to protect yourself and your retirement. 

On this episode, we discuss types of scams to be on the lookout for and how you can protect yourself from the conmen that are constantly devising new ways to ruin people’s lives. 

Outline of This Episode
  • [2:12] Elder fraud is an egregious form of fraud
  • [6:47] Victim shaming can make things worse
  • [9:43] Be cautious about new romantic relationships
  • [10:58] Ways that you can protect yourself from scams
  • [18:38] Is a credit freeze a good idea if you have been a victim of fraud?
  • [19:56] The progress principles
Resources & People Mentioned
  • Humble Dollar article – Be Suspicious
  • The Tinder Swindler
  • Reply All podcast – Episode #102 Long Distance
  • Common Scam Frauds – www.usa.gov
  • Credit Karma
  • Report fraud to the FTC
  • Dr. Phil episode – International Timeshare scam bankrupts Mom
  • Be on the Alert for Text Message Scams – Financial Symmetry
  • Fighting Elderly Fraud – Financial Symmetry
Connect With Allison and Will
  • https://www.financialsymmetry.com/podcast-archive/ 
  • Connect on Twitter @csmithraleigh @TeamFSINC
  • Follow Financial Symmetry on Facebook
...more
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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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