#149 - Tips and best practices to protect your ID and financial information

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 1 May 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically: Check your credit report regularlyFreeze your creditGet a tax return filing PIN from the IRSUse strong and unique passwords for all websites and online accountsUse a password managerUse two-factor (if not multi-factor) authentication wherever possibleUse a VPN (Virtual Private Network) whenever on public Wi-FiUse separate e-mails for different types of accountsPut a "Self-Lock" on y...

Transcript

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0:00.0	I'm about to share some tips and best practices for protecting your ID and financial information
0:04.4	in this the 149th episode of the Retirement Planning Education Podcast.
0:12.1	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:18.2	employer retirement plans, taxes, social security, Medicare, portfolio
0:22.7	withdrawal strategies, annuities, estate planning, and much more. And now here's your host, Andy Panco.
0:29.7	Well, hello, everybody. Thank you as always for listening. I'm happy you're here. Today is a little
0:34.4	different one. So this is this month's deep dive first Thursday of the month
0:38.5	episode where it's just me here in the microphone talking in depth about some particular topic.
0:43.3	Now, normally, as you know, these topics are generally geared toward retirement focused financial
0:49.4	and or tax planning. But today I have a broader one. It's going to be about data security, cybersecurity,
0:57.6	specifically best practices and tips and things you can do to help improve and increase
1:02.6	data security, cybersecurity for the ultimate goal of protecting your ID and protecting your
1:08.9	financial information and or minimizing potential chances of people hacking
1:13.9	you, stealing your info, stealing finances from you, et cetera. This came up because, well,
1:20.0	obviously it's important for everyone, but a few clients I work with in the last year so have
1:25.3	become victims of various forms of identity theft,
1:29.8	financial theft, having information hacked, et cetera. And it seems like the scammers or fraudsters
1:34.8	are only increasing the amount of attacks and info they try to steal. It's becoming more
1:41.4	prevalent, not less. And they're becoming more sophisticated, not less.
1:45.5	So I thought, you know what?
1:46.9	I think this is something everyone can benefit from.
1:48.6	Again, not retirement specific, but nonetheless, everyone should get a little something from it.
	...

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