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5 Steps for Fraud Detection and Resolution – Ep122

5 Steps to Fraud Detection

by: Annette Bau, CFP®

Have you ever received a suspicious email or phone call that made you pause and wonder, “Is this legit?” Well, you’re not alone. Fraud is on the rise, and scammers’ tactics are becoming increasingly sophisticated.

In today’s episode, we break down the five essential steps you need to know to detect fraud early and resolve it before it derails your financial life. From the red flags you should never ignore, to the global cost of scams, and even how to create a truly secure password.

You will gain access to the insights and tools you need to protect yourself and your loved ones.

We recommend that you review your situation with a qualified advisor before making any financial or investment change to ensure it is the best decision for you and your situation.

Wealth Inside and Out® Podcast: “5 Steps for Fraud Detection and Resolution”

In this episode, you will learn:Estate Planning Checklist
>> (3:02) A red flag you should always be looking for
>> (4:09) The latest scam techniques that have boomed in frequency
>> (7:42) The global impact of fraud and scams
>> (9:59) Your first step in defending against potential threats
>> (16:19) The question to ask yourself if you ever doubt a scenario
>> (22:59) How to make a more secure password
>> (25:39) Why fraud prevention measures are imperative

Conclusion – “5 Steps for Fraud Detection and Resolution”

Fraud may be evolving, but your defenses can also adjust. By staying alert, asking the right questions, and following these five steps, you can dramatically reduce your risk and respond quickly when something feels off.

Remember, prevention is always more powerful than damage control. When it comes to your money and personal information, every preventative step you take matters.

Thanks for joining me today.

If you found this episode helpful, be sure to subscribe and share it with someone who could benefit from it. Stay informed, stay empowered, and stay one step ahead.

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5 Steps for Fraud Detection and Resolution with a Financial Checkup

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All materials and intellectual property are copyrighted by MillionaireSeries.com®.

This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

By accessing this content, you agree to hold MillionaireSeries.com® and its affiliates harmless for results achieved or not achieved.

To your financially secure life,

Annette

Links Mentioned In This Episode

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About Annette Bau, CFP®

7 Principles of Becoming a Millionaire for Life The 7 Principles of Becoming a Fulfilled and Wealthy Millionaire," contains over 30+ years of research on money, mindset, and success. Click to get the 7 Principles.

About Annette Bau, founder of The Millionaire Insider®
Hi, I'm Annette

I'm a mid-western girl who began investing $25 per month and turned it into a multi-million dollar empire. I love hiking, skiing (not always lovin' it when I'm trying to catch my kids :) ), yoga, matcha tea lattes, and working because I choose to. My commitment? Teach you how to secure a retirement and financially free life you love!
Click to learn more.

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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

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