#547 - Steps to Secure Your Personal Information

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.

How to protect your information

In this day and age, when you sign up for anything companies ask you for more information than they really need. Unfortunately, your information is all over the web, but there are ways that you can protect yourself.

Pete and I walk through three security protection levels with action items you can implement at all three levels. Learn which type of account should have a complex password and 2-factor authentication and how to keep track of all those passwords. Press play now.

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?