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Retirees are increasingly targeted by cybercriminals — and the scams are getting more sophisticated. From fake emails and stolen phones to account takeovers and SIM card fraud, even cautious investors can be at risk.

In this episode, Tyler Emrick, CFA®, CFP®, shares a real story of an attempted security breach involving a True Wealth Design client — and what made the firm catch it before damage was done. You’ll learn the most common cybersecurity threats facing retirees, how to secure your financial accounts, and what to do if you think you’ve been scammed.

Plus, we cover smart strategies like using a password manager, enabling two-factor authentication, freezing your credit, and why every retiree should have a Trusted Contact on file.

If you’ve worked hard to build a secure retirement, this episode will help you protect it.

Here’s some of what we discuss in this episode:

🔐 $3.4 billion lost to scams in 2023—just from retirees

📞 How a client’s phone was hijacked and nearly cost them big

🎣 Phishing, fake tech support, romance scams & more

🔁 Best practices: strong passwords, 2FA, credit freezes, and identity monitoring

🛡️ New safety features: trusted contacts and “safe words” for financial accounts

 

Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth