Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

8 Red Flags You're About to Get Scammed

19:00
 
Share
 

Manage episode 513971509 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Americans lost a record $16 billion to scams in 2024—nearly 40% from investment fraud alone.

The trend is moving in the wrong direction.

In this episode, I share the story of a small-town financial advisor who built trust over decades, until that trust unraveled into one of the most devastating scams they'd ever seen.

More importantly, I break down 8 red flags that experts say could indicate you're being conned.

Because here's the truth: falling for a scam doesn't mean you're careless or foolish—it means you're human.

And understanding the psychology behind deception is the best way to protect yourself.

If you think you're immune, that confidence might be exactly what scammers are counting on.

***

SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement's biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you're seeking clarity and a proven retirement planning process, we'd be honored to help.

👉 Schedule a Complimentary Strategy Session

***

EPISODE RESOURCES:

Grab the Episode Show Notes

Join the Stay Wealthy Retirement Newsletter

Learn About the Total Retirement System™

  continue reading

241 episodes

Artwork
iconShare
 
Manage episode 513971509 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Americans lost a record $16 billion to scams in 2024—nearly 40% from investment fraud alone.

The trend is moving in the wrong direction.

In this episode, I share the story of a small-town financial advisor who built trust over decades, until that trust unraveled into one of the most devastating scams they'd ever seen.

More importantly, I break down 8 red flags that experts say could indicate you're being conned.

Because here's the truth: falling for a scam doesn't mean you're careless or foolish—it means you're human.

And understanding the psychology behind deception is the best way to protect yourself.

If you think you're immune, that confidence might be exactly what scammers are counting on.

***

SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement's biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you're seeking clarity and a proven retirement planning process, we'd be honored to help.

👉 Schedule a Complimentary Strategy Session

***

EPISODE RESOURCES:

Grab the Episode Show Notes

Join the Stay Wealthy Retirement Newsletter

Learn About the Total Retirement System™

  continue reading

241 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play