))
How my mom was almost scammed like this woman who lost her life savings
Архивные серии ("Канал не активен" status)
When?
This feed was archived on February 24, 2025 16:07 (
Why? Канал не активен status. Нашим серверам не удалось получить доступ к каналу подкаста в течении длительного периода времени.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 449176018 series 3320629
Контент предоставлен A.B. Ridgeway, CPWA®️, MBA, A.B. Ridgeway, and MBA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией A.B. Ridgeway, CPWA®️, MBA, A.B. Ridgeway, and MBA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode, A.B. Ridgeway discusses the story of an elderly woman who lost her life savings in an online scam. He shares insights on how these scams unfold, why financial institutions have limited abilities to intervene, and how individuals can protect their families by using tools like trusted contacts.
Key Takeaways:
- Be Aware of Scam Tactics: Scammers often use fear, isolation, and secrecy to manipulate their victims. Understanding these tactics can help families recognize and prevent scams before they lead to financial loss.
- Establish a Trusted Contact: Setting up a trusted contact on financial accounts allows banks to notify a family member if unusual transactions are detected, providing an extra layer of protection without giving direct account access.
- Banks’ Limited Power to Intervene: Although banks strive to protect customers, they face challenges in stopping transactions when clients insist on moving their own money. This episode clarifies the delicate balance banks must maintain between protecting assets and respecting clients' autonomy.
Memorable Quotes:
- "Brothers and sisters, this doesn’t just happen to other people. It can happen to us, too."
- "The three steps we talk about… temptation, isolation, and then the violation. Watch out for these three red flags."
- "Always have your financial five: your financial advisor, lawyer, tax accountant, power of attorney, and executor."
This episode serves as a reminder to remain vigilant and proactive in protecting personal and family finances against online scams.
💵Sign up for a Christian Finance Consultation and create your Financial Plan Today!
https://calendly.com/abridgewaywm/consultation
📖Free E-Book- 4 Pillars to Christian Investing: https://mailchi.mp/abrwealthmanagement/christianinvesting
🏠 Visit our Website: https://www.abrwealthmanagement.com
*Disclaimer: This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. This is strictly for information purposes. We recommend you speak with a professional financial advisor.
video/audio credit: CBS
#money #retirement #scams
402 эпизодов
Поделиться
