Tag: Scams

Safeguard Your Finances from Scams (Ep. 91)

Safeguard Your Finances from Scams (Ep. 91)

Have you ever gotten a call from your bank or the government asking for money to protect your identity or finances? Or heard about scams like these in the news? How can you prevent yourself from falling prey to these predators?

Royal Standley tackles the pressing issue of identity theft and scams, providing practical tips and real-life scenarios to help listeners safeguard themselves. He highlights the necessity of proactive measures such as secure mail handling and document shredding, while cautioning against deceptive practices like fraudulent urgent calls, and stresses the importance of skepticism and verification.

Royal discusses:

  • Identity theft and scams, what they look and sound like, and who they target
  • Practical steps to help you prevent identity theft
  • How technology is used to protect you but also can be an advantage for the scammers
  • The steps to take if you become a victim of identity theft
  • And more

Reference:

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Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.

Lessons on Scam Prevention (Ep. 88)

Lessons on Scam Prevention (Ep. 88)

Have you ever had a scam call that sounded legitimate? Maybe had someone you know fall for what seems like an obvious scam? 

In this episode, Royal Standley explores ways to protect oneself from falling victim to scams, such as verifying phone calls and not trusting unfamiliar emails or messages. Royal shares personal experiences and statistics related to fraud, emphasizing the vulnerability of older individuals. 

Royal discusses:

  • How prevalent scams are in an age of technology
  • Some of the most common scams and how to prevent yourself from falling for them
  • Why older individuals are more vulnerable to scams
  • His personal experience with scammers
  • What to do if someone is being scammed
  • And more

Connect with Royal Standley:

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.