Pause. Think. Act. Keeping yourself safe from cyber fraud may seem daunting, but sometimes your best defense is as simple as those three steps.
Cybersecurity threats are becoming increasingly sophisticated, and artificial intelligence (AI) is making fraudulent emails, text messages and phone calls harder to spot. While the scams and tactics vary, a common thread is creating a sense of urgency to get you to act before you think.
In our latest podcast, Larry Becker, JNBA’s Director of Business Operations, is joined by Paul Ewing, Senior Consultant, Business Consulting and Education at Charles Schwab, and Matt Spencer, JNBA’s Fractional Chief Technology Officer, to discuss today’s evolving cybersecurity threats and how you can stay protected.
Throughout the conversation, they explore how scammers use tactics like urgency and impersonation to target individuals. They also cover important steps you can take to safeguard yourself and your information, like multifactor authentication and password managers, along with how JNBA and Schwab work together to help protect clients’ financial assets and what to do if you suspect fraudulent activity.
And if you do fall victim to a scam? Don’t let embarrassment stop you from asking for help. It can happen to anyone, and the sooner you reach out for help, the more likely the issue can be handled.
Listen to or watch the discussion to learn more about recognizing potential scams and protecting your financial information.
(A written transcript of the podcast is available here.)
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.
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