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Home > Real Money, Real Experts > Behind the Schemes: Unmasking Financial Fraud with Robert Mascio and Lori Schock


	Podcast:		Real Money, Real Experts
	Episode:		Behind the Schemes: Unmasking Financial Fraud with Robert Mascio and Lori Schock
	Category:		Business
	Duration:		00:30:44
	Publish Date:		2024-10-29 15:00:00
	Description:		On this episode of Real Money, Real Experts, we tackle the evolving world of financial fraud and how we can break the cycle of shame that often keeps victims silent. In this exclusive sneak peek of their keynote session at this year’s symposium, Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy, and Robert Mascio, Director of Investor Education Outreach at FINRA, share compelling stories of today’s most sophisticated scams such as AI-driven impersonation schemes. Lori and Robert explain how fraudsters exploit trust and emotion, and why it's crucial to have open conversations about these tactics. By discussing fraud openly, we can empower victims, protect ourselves, and make more informed decisions. Don’t miss this insightful preview into the strategies you can use to safeguard against these evolving threats. Show Notes: 02:50 What is the SEC? 04:08 What is FINRA? 05:56 Lori's career path to the SEC 08:59 Robert's career path to FINRA 11:30 How the financial fraud landscape has changed 12:30 The rise of technology has impacted the financial fraud landscape 16:26 How to spot an impersonation scam 18:11 Resources to protect yourself against financial scams 20:02 Why conversations are vital to break the guilt & shame victims experience 22:36 Lori's 2 cents 24:51 Robert's 2 cents Show Note Links: SEC Website Investor.gov FINRA's BrokerCheck FINRA’s Website Investment Adviser Public Disclosure website Help for Seniors Website Help for Seniors phoneline: 844-574-3577 Investor.gov phoneline: 1-800-732-0330 Robert Mascio's Linkedin Want to get involved with AFCPE®? Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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