“Be very afraid,” says Shelly Doan, a banker with Keywest Bank. Shelly brings her decades of experience, and experience working with doctors and dentists, to the podcast. She discusses cyber security and tells the story of a particularly vicious crime. Learn how easy it is to be fooled by criminals and some ways to fight fraud. Learn the security protocols of your bank. Learn what crimes the bank will, and will not, protect you from. Learn why you should minimize check-writing. Learn about the pros and cons (and dangers!) of sending money electronically, including some of the popular apps you can download for your phone. Learn some straight-forward techniques to protect yourself. And, learn some advanced techniques, including a “ghost card” that you may want to use to protect yourself.

Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]