Podcast Episode 37: How to Spot Scams and Avoid Financial Fraud
by Financial Design Studio, Inc. / February 19, 2024Anyone can be scammed and the financial consequences can be devastating. As financial advisors, people often come to us in the aftermath so we’ve learned a thing or two about scammers. That’s why in this episode we want teach you how to spot scams by understanding common tactics, red flags, and what you can do to avoid them.

Behind the Designs Ep. 37: How to Spot Scams and Avoid Financial Fraud
Take a listen right here, or head over to your favorite steaming platform!
Key Moments
2:08 What are the red flags?
5:06 What are some common scams?
8:38 Imposter scams
22:11 Computer problems
30:35 Internet Relationships
39:16 Financial Fraud
45:39 Who can you trust?
53:37 How limit your risk of being scammed
Links for How to Spot Scams and Avoid Financial Fraud
Watch our video on how to freeze your credit.
YouTuber Mark Rober actually works to shut down scam centers!
Stay Connected!
If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.
Credits for Episode 37
Executive Producer : Anna Lewis
Host : Michelle Smalenberger, CFP®
Guest : Trevore Meyer, CFP®
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Episode 61: A Crash Course on Equity Compensation
In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.

Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.