Steps to Secure Your Personal Information

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Lifeplanning, Retirementplanning, Financialplanning, Saving, Careerplanning, Self-improvement, Education, Retirementpodcast, Investing, Business, Investmentmanagement, Retirement

4.7 • 1.1K Ratings

🗓️ 10 July 2024

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today.

After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins me to discuss ways to secure your personal information. Listen in to hear how you can defend your data.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

[4:51] Are SMA’s the right choice for tax strategies?
[10:45] On drawing down an HSA
[14:01] How to get unbiased financial information
[18:38] How do you define whether someone is overfunded, constrained, or underfunded?

PRACTICAL PLANNING SEGMENT

[23:20] What Pete does
[26:50] What you should do first
[41:04] Your level two line of defense
[53:05] Level 3
[1:01:44] Final thoughts

TODAY’S SMART SPRINT SEGMENT

[1:03:12] Take one baby step from the list to protect your data

Resources Mentioned In This Episode

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

Transcript

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0:00.0	The show is a proud member of the Retirement Podcast Network.
0:04.0	Welcome to the show that is dedicated to helping you not just survive retirement but to have
0:09.9	the confidence because you're doing the work to really lead in and rock it.
0:17.0	My name is Roger Whitney. By day I'm a practicing retirement planner with over 30 years
0:21.8	experience, founder of agile retirement management.
0:26.2	And for the last 10 years or so on this show, we've hung out in Noodle Lahn.
0:30.6	How do you actually do this thing called Retirement Planning so you can go off and create a great life with confidence?
0:36.0	A lot of things going on today.
0:39.0	We have open enrollment in the Rock Retirement Club.
0:41.0	We'll talk about that in a minute.
0:43.0	Today on the show we have one of my favorite people in the world,
0:46.0	Tanya Nichols on to help answer some of your questions
0:50.0	so you can take a baby step towards rocking retirement.
0:54.0	In addition to that, after we talk with Tanya,
0:57.9	we're going to have a cybersecurity expert
1:00.7	who works from a major financial institution on to help walk through what
1:07.3	proactive steps you and I can take to better protect our identity.
1:13.0	We put these into layer one, table stakes, layer two,
1:17.0	moderate steps, and layer three more advanced steps.
1:21.0	This came from something I mentioned about a month ago where I've received a letter from
1:25.5	AT&T informing me that my information might have been compromised and I've been taking some steps. A lot of
1:34.5	listeners shared suggestions, we'll share those on another show, but I wanted to go
	...

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