Protecting Yourself and Your Loved Ones from Credit Scams (Podcast)

Posted by Luis Rosa | Podcast

Protecting Yourself and Your Loved Ones from Credit Scams (Podcast)

Episode 006

Protecting Yourself and Your Loves Ones from Credit Scams

In this episode, Luis talks to Marguerita Cheng, CFP®. Rita is the Chief Executive Officer at Blue Ocean Global Wealth based in Gaithersburg, MD. She is a regular columnist for Investopedia & Kiplinger and holds multiple designations, such as the Certified Financial Planner™ certification, Chartered Retirement Planning Counselor(sm), among others. Rita is also a Certified Financial Planner Board of Standards Ambassador, and she helps educate the public, policy makers, and the media about the benefits of competent, ethical financial planning and helps move the financial planning industry forward, via her writing, public speaking, and volunteer work with several organizations, including the Financial Planning Association. Rita is a recipient of several industry recognitions, including the #3 Most Influential Financial Advisor in the Investopedia Top 100 in 2017 and a Woman to Watch by InvestmentNews.

Notes:

In this episode, you’ll learn tips regarding the following:

Why we need to be more vigilant than ever about protecting our credit
Some of the most common types of scams
What you can do to protect yourself, your kids, and your parents
Steps to take if you fall victim to identity theft

Resources:

https://www.blueoceanglobalwealth.com/

Twitter: @BLueOceanGW

Facebook: @BlueOceanGlobalWealth

LinkedIn:

https://www.linkedin.com/company/blue-ocean-global-wealth/

Experian Security Freeze:

https://www.experian.com/freeze/center.html

Equifax Security Freeze:

https://www.equifax.com/personal/credit-report-services/

TransUnion Security Freeze:

https://www.transunion.com/credit-freeze

Free Annual Credit Report:

https://www.annualcreditreport.com

Opting Out of Unsolicited Credit Card Offers:

https://www.optoutprescreen.com/

About The Author

Luis Rosa

Luis came to the U.S. at age 11 from the Dominican Republic and became a CERTIFIED FINANCIAL PLANNER™ to help others pursue their goals. Luis is famous for keeping financial planning simple. He currently lives in Las Vegas with his wife, Alison. You can find him eating at one of his favorite Vegan restaurants in Los Angeles or Las Vegas.

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Build a Better Financial Future, LLC. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Luis F. Rosa, EA and Build a Better Financial Future, LLC are able to provide tax services. However, you are not obligated to work with Build a Better Financial Future, LLC and Luis F. Rosa, EA for any tax services. You are encouraged to consult your tax advisor or attorney.