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Listen "How to Protect Your Retirement Savings: Spot Scams Targeting Seniors"
Episode Synopsis
Scams are getting smarter, and retirees are increasingly in the crosshairs.
In this episode, Certified Retirement Counselor Mark Struthers talks about one of the fastest-growing threats to retirees: financial fraud (especially powered by AI). He shares real-world stories of people caught in sophisticated scams and explains how emotion, urgency, and technology combine to create the perfect trap.
Mark also reveals why retirees, especially in a post-pension world, are more vulnerable than ever — and what steps you can take to safeguard your money, identity, and peace of mind.
Listen in to learn practical steps to protect yourself, your loved ones, and your retirement from modern scams that sound more convincing than ever.
Curious about working with Mark? Go to:
https://www.videoask.com/fd9svtp2l
www.SonaWealthAdvisors.com
Subscribe to our Healthy & Wealthy newsletter: Subscribe here
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Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA.
In this episode, Certified Retirement Counselor Mark Struthers talks about one of the fastest-growing threats to retirees: financial fraud (especially powered by AI). He shares real-world stories of people caught in sophisticated scams and explains how emotion, urgency, and technology combine to create the perfect trap.
Mark also reveals why retirees, especially in a post-pension world, are more vulnerable than ever — and what steps you can take to safeguard your money, identity, and peace of mind.
Listen in to learn practical steps to protect yourself, your loved ones, and your retirement from modern scams that sound more convincing than ever.
Curious about working with Mark? Go to:
https://www.videoask.com/fd9svtp2l
www.SonaWealthAdvisors.com
Subscribe to our Healthy & Wealthy newsletter: Subscribe here
SchwabSafe
LastPass
Disclosure:
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA.
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