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S3 E2: Four Ways to Protect Yourself From Investment Scams
Manage episode 354834636 series 2891266
Just this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform.
It seems appropriate that we are looking at ways that you can protect yourself from investment scams. We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught in that one) as well as several lesser known schemes and share some practical and tactical tips on staying aware and protecting your finances.
(BTW - it's the 20th anniversary of Internet Security Day today - a good day to be thinking about ways to stay safe online)
See you inside!
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Season Three, Episode Two - Four Ways to Protect Yourself From Investment Scams
--------------
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application Form
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Music
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2024 Glory Gray.
Rozdziały
1. Introduction (00:01:07)
2. Number one: Be suspicious of investments that guarantee a high return. (00:04:09)
3. Number Two: You get a hot tip or insider information. (00:06:32)
4. Number Three: You feel pressured to invest quickly (00:08:53)
5. Number Four: The person offering the investment is not registered to sell that type of investment (00:10:06)
39 odcinków
Manage episode 354834636 series 2891266
Just this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform.
It seems appropriate that we are looking at ways that you can protect yourself from investment scams. We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught in that one) as well as several lesser known schemes and share some practical and tactical tips on staying aware and protecting your finances.
(BTW - it's the 20th anniversary of Internet Security Day today - a good day to be thinking about ways to stay safe online)
See you inside!
--------------
Season Three, Episode Two - Four Ways to Protect Yourself From Investment Scams
--------------
Hosted by Glory Gray
📖 Women's Wealth Canada Blog
📽 The Real Questions to Ask Before You Retire
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor
👉 Free Wealth Consultation
🍏 Join our Community - Client Application Form
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Music
Background Intro music: Positive Determination
Other incidental by Purple Planet Music
This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.
All content © 2024 Glory Gray.
Rozdziały
1. Introduction (00:01:07)
2. Number one: Be suspicious of investments that guarantee a high return. (00:04:09)
3. Number Two: You get a hot tip or insider information. (00:06:32)
4. Number Three: You feel pressured to invest quickly (00:08:53)
5. Number Four: The person offering the investment is not registered to sell that type of investment (00:10:06)
39 odcinków
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