Scamuary:

If you’ve ever deleted an email promising a surprise inheritance or ignored a call about a frozen account you don’t have, congratulations, you’ve already met a scammer. Unfortunately, the scammers are getting better and have recently hit a little closer to home than we’d like.

One of the advantages of working closely with clients is that nothing happens in isolation. When there’s a trusted relationship and clear processes in place, it’s much easier to slow things down, ask questions, and avoid costly mistakes. If you’re ever curious about the steps my firm takes to help protect clients, reach out. I'd love to talk.

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Article of Interest

The Psychology Behind Scam Operations

This thorough article details the many ways that financial scammers dramatize scenarios to take advantage of the human condition. Using emotional tactics, the theatrics of urgency, a semblance of legitimacy, and exploiting our own confirmation biases can lead to very complicated and individualized schemes that even the smartest people have trouble spotting. It details several common types of scams, how scammers use technology and social media to create a facade of realism, and multiple ways to help prevent scammers. A comprehensive read on the subject that may open your eyes to how elaborate these schemes can be.

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New Content from Retire to Abundance

Why Smart, Independent People Get Scammed

She was smart. Confident. Independent.
So, when the call came warning that something was wrong, she didn’t panic. She acted. She tried to fix the problem and protect the people she loved.

What she didn’t realize was that the urgency, the pressure, and the secrecy were all part of the scam...

Things in the blog:
→ A real-life story about how capable, thoughtful people get pulled in
→ How scammers use emotion and fear to shut down outside input and create silence
→ What actually helps to prevent scams

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Recent Media Mentions

I routinely get inquiries from reporters needing expert personal finance opinions. Here's a new article I've been quoted in recently. You can check out the rest on my media page.

GOBankingRates | 9 Options for a Flexible Retirement Plan If You Don’t Have Quite Enough Saved

Have More Questions? Get your all your retirement questions answered face to face with a 30-minute online meeting. I want a Free Retirement Plan Review

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The Retire to Abundance Newsletter is for education and entertainment purposes only. Nothing should be construed as investment, tax, or legal advice. Links to third party websites may contain content that is not approved by QED Wealth Solutions. QED Wealth Solutions, LLC is a registered investment adviser offering advisory services in the States of Kansas and Texas and in other jurisdictions where exempt from registration.

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