New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself
The Retirement Guide / Retirement Planning Education11/19/24 • 8 min
In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, discusses the growing threat of new account fraud targeting high-net-worth investors. Learn about the tactics used by scammers and discover essential tips to protect your wealth.
Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.
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This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.
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11/19/24 • 8 min
The Retirement Guide / Retirement Planning Education - New Account Fraud: A Growing Threat to High Net Worth Investors & How to Protect Yourself
Transcript
Welcome back to another episode of The Retirement Guide. I’m George Jameson, a Certified Financial Planner and founder of Capital Wealth Group located in Columbia Sc.
In my last episode, I covered important information on protecting your identity and finances online. We often underestimate the risks associated with our online activities—whether it's emails, text messages, social media, or gener
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