Cybersecurity & Fraud

01/04/23 • 18 min

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Have you ever been a victim of fraud or identity theft? Or perhaps you know a close family member or friend who was? Chances are you have. In this episode, we want to share our best tips to help you protect your assets from cyber-attacks.

Previous Episode

The Difference Between Risk & Volatility

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With the market certainly being very volatile this year, there’s a common misconception that the market has now become in fact, risky. In this podcast episode, we address the true difference between risk and volatility, including why it is so important to separate the two concepts.

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Defined Benefit Plan: What is It? (Part 1 of 2)

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If you are a small business owner or independent contractor with a high income who is tired of paying the government too much in taxes, you need to watch this! This little-known, IRS pre-approved retirement plan called The Defined Benefit Plan, can save you more in taxes than you thought was possible and help accelerate your retirement timeline. In this first episode, we provide an overview of the plan and discuss how it could help you.

One of our clients who recently implemented the plan said “Instead of writing a check for $40,000, I am now receiving a refund.” That’s right, money back from the IRS. If you qualify, this strategy could mean tens of thousands of dollars back every year!