Protecting Your Retirement from Financial Fraud episode artwork

EPISODE · Jan 1, 2026 · 1H 2M

Protecting Your Retirement from Financial Fraud

from Making Retirement Make Sense · host Dana Anspach CFP®, RMA®, CJ Miller CFP®, RMA®, CPWA®

Financial fraud is becoming more sophisticated, and retirees are being targeted in ways most people don’t expect. In this episode, we explain the most common scams we’re seeing today and how to reduce your risk without overcomplicating your life.(00:32) -  Introduction and Overview (01:01) - Shocking Statistics on Financial Fraud (10:57) - Protecting Yourself: Tips and Tools (31:18) - Spotting Email Scams and Phishing Tactics (33:03) - Credit Freezing and Monitoring: Pros and Cons (39:08) - Elder Abuse and Financial Fraud (50:00) - Ponzi Schemes and Investment Scams Links & resources from this episode:Visit our website: https://makingretirementmakesense.comWall Street Journal: https://www.wsj.com/tech/cybersecurity/disney-employee-ai-tool-hacker-cyberattack-3700c931The Street: https://www.thestreet.com/retirement/got-a-letter-from-the-supreme-court-its-a-scamHive Systems: https://www.hivesystems.com/password-tableRetirement Income Institute: https://www.protectedincome.org/wp-content/uploads/2023/12/IN-10-Heye_v1.pdfReport Fraud to FTC: https://reportfraud.ftc.gov/AARP Fraud Hotline: https://www.aarp.org/money/scams-fraud/about-fraud-watch-network/LIKE & SUBSCRIBE for new videos every week: https://www.youtube.com/@MakingRetirementMakeSenseFollow Making Retirement Make Sense on all social platforms:Facebook: https://www.facebook.com/profile.php?id=61580093698229Instagram: https://www.instagram.com/MakingRetirementMakeSenseLinkedIn: https://www.linkedin.com/company/MakingRetirementMakeSenseX: https://x.com/MRMSPodcastDisclosureThis channel contains general educational information only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.

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