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Protect yourself: Avoiding financial scams in the aftermath of disaster

Air Date: Sep 16, 2017

Even though there is a lot of good news in the market this week, our attention stays focused on the areas hit by the devastating hurricanes. Unfortunately, in the wake of any natural disaster, the inevitable scams are popping up. John Bunch, president of Financial Engines Advisors, joins the show with advice on how to protect yourself and your loved ones.


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Protect yourself: Avoiding financial scams in the aftermath of disaster – As Texas, Florida, and other areas in the southern US continue to recover from the recent hurricanes, financial scams will inevitably happen. John Bunch provides valuable advice on how to recognize and avoid these scams during the current and future times of crisis.

Equifax Data Breach: What to do – As if the weather disasters weren’t enough, another big news story was the data breach at Equifax. Bob and Andy recap what happened and the steps you should take right now to protect yourself!

Continuing Conversation with John Bunch – During his time in the studio, John Bunch shares more advice on avoiding financial scams, particularly when aimed at the elderly.

LIVE Portfolio Review – This week’s review is from Alan, who is doing a lot of things right, including maxing out his 401k and aligning his portfolio with his risk tolerance. However, he has some tax questions in regards to contributions and withdrawals. Andy’s answer has to do with something called “asset location.”

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How To Locate an Old 401k or 403b

Click here to visit the 401k help center website, which has information and frequently asked questions about locating an old 401k or 403b.

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