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In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting individuals and families today. From impersonation schemes to financial fraud, they break down how these scams work, the warning signs to watch for, and the practical steps you can take to protect yourself and your hard-earned assets.
If you have suggestions for future episode topics or would like to share feedback, we'd love to hear from you. Please email us at [email protected].
By Woodward Financial Advisors4.8
1313 ratings
In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting individuals and families today. From impersonation schemes to financial fraud, they break down how these scams work, the warning signs to watch for, and the practical steps you can take to protect yourself and your hard-earned assets.
If you have suggestions for future episode topics or would like to share feedback, we'd love to hear from you. Please email us at [email protected].