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Retirement & income · Video

Something More with Chris Boyd | When Is It Safe to Share Your Social Security Number

Clients regularly ask advisors whether a request for their Social Security number or account details is legitimate, and this episode walks through the verification questions and fraud-prevention tools the guests recommend. It may work as a client-education reference for firms that want a plain-language discussion of phishing, credit freezes and two-factor authentication.

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Summary

By the retirement & income desk

In this episode of Something More with Chris Boyd, Chris Boyd, Luke Bagley and Russ Ball discuss when it is appropriate to share a Social Security number and how to spot requests that should prompt more questions. The conversation covers common identity theft and phishing scams, fake websites and impersonation tactics, and the tools people can use in response, including credit freezes, credit monitoring and two-factor authentication. It closes on practical habits for reducing risk and what to do if personal information has been compromised.

  1. The episode covers when it is appropriate to share a Social Security number and which requests should prompt additional questions.
  2. Guests describe phishing emails, fake websites, scam phone calls and impersonation tactics used to obtain sensitive information.
  3. Credit freezes, credit monitoring and fraud prevention tools are discussed, along with what to do if information has been compromised.
  4. The guests explain why two-factor authentication matters and recommend slowing down before providing sensitive information.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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