Intentional Wealth - A BBA Podcast

Author: Braun-Bostich & Associates

When your goals are meaningful and your wealth has purpose, you can truly live with intention Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Language: en

Genres: Business, Investing

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Episode #19: How to Spot and Stop Cyber Scams with Cassandra Kirby, CFP®, EA
Episode 19
Tuesday, 8 July, 2025

In Episode #19 of the Intentional Wealth podcast, host Amy Braun-Bostich is joined by Cassandra Kirby, CFP®, EA, COO, CCO, and Private Wealth Advisor at Braun-Bostich & Associates, for an eye-opening discussion on avoiding cyber scams. As cyber-attacks and data breaches become increasingly common, Amy and Cassandra explore the warning signs that your security may have been compromised and share practical steps to protect your financial life. They reinforce that cyber scams can happen to anyone, regardless of age or experience, and that vigilance and preparation are key to staying safe. Discover how to recognize red flags, such as unauthorized or unusual small charges that may indicate a hacker is testing your accounts. Understand the importance of setting up text and email alerts for your financial accounts, creating verbal passwords for added security, and shredding sensitive documents to prevent identity theft.