Episode 33

Don't Lose Your Money to Scammers

Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In the thirty-third episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Veronica Perez to discuss changing security habits to safeguard your information and accounts.

The team begins their discussion by asking: What's the most surprising place or situation where you've encountered a potential scam? And explore the important things to look out for.

Grant and the team dive into the evolution of financial scams, sharing light on how scammers utilize technology to expand their reach and target more victims. Veronica emphasizes red flags, including unsolicited offers that seem too good to be true or requests for sensitive personal information.

Some additional topics covered include:

  • Identifying common scams
  • Actions to take if your data is compromised

Following the main discussion, Grant opens the Member Mailbag to answer the member-submitted question: I'm in my late 20s and have just started to seriously think about my financial future. I've managed to save up a bit of an emergency fund, but beyond that, I'm not sure where to focus my financial efforts. Should I prioritize paying off my student loans, investing in a retirement account, or perhaps saving for a down payment on a house? I feel stretched thin thinking about all these options and don't want to make a mistake that I'll regret later.

To wrap up this week’s episode, Grant highlights Affinity’s Fraud Prevention Hub, which offers support in phishing and phone scams, and resolving ID theft and fraud. 

Just a reminder if you have a question or comment for a future Member Mailbag segment, please send it to @affinityfcu on Facebook or X/Twitter with #MemberMailbag.

Rate, like, and subscribe for more from the Wellbeing and Your Wallet podcast. Visit www.affinityfcu.com for additional information about financial wellbeing and Affinity products.

Thanks for listening and be well.

About the Podcast

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Wellbeing and Your Wallet
Affinity Federal Credit Union presents Wellbeing and Your Wallet podcast! Learn tips and tricks on how to navigate everyday money challenges and chart the course to financial wellbeing

About your hosts

Profile picture for Grant Gallagher

Grant Gallagher

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Director, Financial Wellbeing & Brand Communications
Affinity Federal Credit Union
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Shawn Lubitz

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Vice President of Retail Branches
Affinity Federal Credit Union