Phishing emails are getting more convincing. In this episode, Deanne Rosso and Clarke Holt share the biggest red flags to watch for, what to do if you’re unsure an email is real, and how to protect your accounts from scams.

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Fishing emails are getting more convincing. How can you spot one? Let's talk about this today on Elevate Wealth. Hey there, I'm Deanne Rosso with Elevate Wealth Advisory, and I'm joined by Wealth Advisor Clarke Holt. Hey there, Clarke. Hey, how are you? Good. I'm glad that you're here for this one Clarke. So, you might be thinking, you're a wealth advisory firm. Why are we talking today about phishing scams and things like that? And it's because protecting your identity is really important, particularly when it comes to your financial accounts, right? And more and more we're seeing scams and breaches and more and more our life is online. So bank account logins, brokerage account logins, retirement portals, payroll, even our tax documents, every...our life is online these days. And so phishing is one of the most common ways that scammers access our information. So, Clarke, what are the biggest red flags that we should look for when it comes to phishing emails? A lot of it is is this sense of urgency, and you so we get an email and it says, you know, there's there's this document that needs to be finished either signing or you need to log into this account. So, again, and usually it's this unusual request, but it might be from a very trusted source or what we think is a trusted source. And so, it looks real. It does. It does. And I think we have to just use some common sense, take a breath, and slow down. And there's some other things we can do to obviously try to fish that out. So, Clarke, what should someone do if they're unsure if the email is real? First of all, don't click on anything. And oftentimes, if you hover over the sender's email address or name, it could be it could be a completely random email address or name that you don't recognize, which is a a bad sign. Treat it as suspicious from the beginning, obviously. Open up a new web browser or a new web page. Go to the company website that the email came from and grab a known 800 number or some phone number where you could reach out. But don't call the number in the email. Right. Don't call the number. Don't click on anything. Don't call that number. Avoid...and then move that email into your junk folder, your spam folder. Yeah. What if I just do nothing with it? I think you're fine. So if they want to get in touch, they'll get back in touch with you. So if they need something, they'll reach back out. A lot of the times, if it's real, they will find you in another way. They'll call you or send you a letter in the mail. Yeah. Absolutely. Absolutely. Great advice, Clarke. Sure. Yeah. A lot of times legitimate companies will tell you, if we send you something urgent, you need to call and check with us. Exactly. So I think that's a really good piece of advice. Don't fall into the sense of urgency, right? Because most of the phishing emails do make it seem like we need to take immediate action. Great advice, Clarke. And if you have questions about phishing emails or protecting your identity online, especially when it comes to your financial accounts, we're here to help. You can visit us at elevate-wealth.com and click "Let's Talk." And we look forward to seeing you again next time.