Wealth Done Differently - Retirement

Wealth Done Differently - Retirement


Episode 37 — Protect Yourself and Your Loved Ones From Fraud — With Jason Gross

October 23, 2019

How are you protecting yourself and your aging loved ones from fraudulent behaviors? 
In today’s episode, Danielle Howard brings in a guest and friend Jason Gross, an examiner with the Colorado Division of Securities, to discuss how to keep yourself and the ones you love safe from financial fraud activities. And as you will soon find out, often the people who fall victim to fraud are the ones you’d least expect.
In this episode, you’ll learn:

Why so many people fall for financial fraud scams
Possible risk factors in your life that could make you vulnerable to scams
How to identify scams online, over the phone, or even in investments
What percentage of people over 60 years old have been financially exploited by a family member
And more!

Listen in and be awakened to how you can keep you and your family protected from fraud.
Resources:  DanielleHoward4u.com | WealthByDesign4u.com: (970) 927-3909 | Danielle’s 8-Week E-Course | Email Danielle | Colorado Division of Securities: (303) 894-2320 | Investor.gov | AARP ElderWatch: 1-800-222-4444, option 2 | Securities Helpline For Seniors: (844) 57-HELPS