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内容由Roger Whitney and RMA提供。所有播客内容(包括剧集、图形和播客描述)均由 Roger Whitney and RMA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Steps to Secure Your Personal Information

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Manage episode 428125282 series 2415308
内容由Roger Whitney and RMA提供。所有播客内容(包括剧集、图形和播客描述)均由 Roger Whitney and RMA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

1Password

LastPass

Align.Financial

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

  continue reading

556集单集

Artwork
icon分享
 
Manage episode 428125282 series 2415308
内容由Roger Whitney and RMA提供。所有播客内容(包括剧集、图形和播客描述)均由 Roger Whitney and RMA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

1Password

LastPass

Align.Financial

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

  continue reading

556集单集

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