Think You’re Scam-Proof? Think Again

Think it can’t happen to you? Today’s scammers are counting on that assumption. In this episode of The Modern Retirement Playbook, Jason Matthews breaks down how fraud targeting retirees has become more sophisticated—and more costly than ever. He discusses common tactics like urgent “bank alerts,” AI voice scams, romance fraud, and impersonation schemes designed to trigger fear and fast decisions. The conversation highlights practical ways to stay protected, from slowing down and verifying sources to monitoring accounts and involving trusted partners. It’s a timely look at how protecting your retirement means safeguarding it from evolving scams. We have a special focus on serving single women age 50+ with at least $250,000 of investable assets — especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most. Schedule your complimentary consultation today. Visit www.MFIS.biz or call (510) 288-3268 today! You can also find us on Facebook or LinkedIn.See omnystudio.com/listener for privacy information.