Before You Answer That Call: Protecting Yourself from Fraud

Fraud doesn’t always look obvious—and even smart, cautious people can get caught off guard.In this episode of the Retirement Salsa Podcast, host and CFP® Mike DeSalvo tackles the growing problem of fraud and identity theft affecting retirees and pre‑retirees. He discusses how scams have evolved with AI, why urgency is a red flag, and the real‑world consequences of phone, email, and romance scams. The conversation also explores practical safeguards, the role financial advisors and banks can play, and simple steps individuals can take to slow down, verify requests, and protect sensitive information before lasting damage is done. Click HERE to Schedule Your Complimentary AppointmentSee omnystudio.com/listener for privacy information.