In this episode, I’m revisiting the critical topic of financial fraud, which I last discussed back in episode 144. This time, I’m bringing a fresh perspective on how you can protect yourself and your loved ones from increasingly sophisticated scams. Cybercrime losses topped $12.5 billion in 2023 alone, with over $3.4 billion of that lost by people over 60, so the stakes have never been higher.
Listen in as I share truly harrowing stories of real victims, including one physician’s parents who tragically lost over $2 million from their retirement accounts due to a fraudulent scheme. I’ll also discuss why it’s so important to stay skeptical, the value of working with a financial advisor, and why reporting any suspicious activity to law enforcement is absolutely critical.
Need help with wealth management? Learn about APM Wealth's process, here: apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: apm-wealth.com/freedom
Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
About Me: My wife Sarah and I live in Portland, OR, where she is an attending anesthesiologist, and I am a financial planner for anesthesiologists and pain management physicians. I know firsthand the challenges faced by physicians as they try to build a successful career in a clinically demanding specialty, while simultaneously trying to make good financial and career choices. I’m dedicating my practice to serving individuals and families just like us.
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