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.

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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

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