EP 06: Top 10 Scams Retirees Face & How To Avoid Them
12/18/24 • 13 min
In this episode of the Set For Life podcast, Eric discusses the top 10 scams that retirees face, sharing personal anecdotes and insights on how to avoid falling victim to these scams. He emphasizes the importance of awareness and verification in protecting oneself from financial fraud, particularly in the context of retirement planning.
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
In this episode of the Set For Life podcast, Eric discusses the top 10 scams that retirees face, sharing personal anecdotes and insights on how to avoid falling victim to these scams. He emphasizes the importance of awareness and verification in protecting oneself from financial fraud, particularly in the context of retirement planning.
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
Previous Episode
EP 05: The Reality Of Variable Annuities
In this episode, Eric dives deep into the world of variable annuities, sharing his personal experiences and insights as a former seller of these financial products. He discusses the pros and cons of variable annuities, emphasizing the importance of understanding their complexities and costs. Through a real-life client story, he illustrates the potential pitfalls of working with commission-based advisors and advocates for the benefits of engaging with fee-only fiduciaries. The episode concludes with practical advice for listeners considering variable annuities and the importance of seeking second opinions in financial planning.
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
Next Episode
EP 07: All About Social Security
In this episode, Eric breaks down the essentials of Social Security, explaining its significance in retirement planning. He discusses how Social Security is funded, who qualifies for benefits, and the importance of optimizing claiming strategies to maximize lifetime income. The episode also covers taxation implications and provides a real-life case study demonstrating effective planning techniques.
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
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