Episode 92 - How we protect our clients’ data

In this episode of The Money PIG Podcast, Tim Goodwin sits down with advisor Ray Brown (aka Pop Pop) to tackle one of the most important topics in financial planning—data protection. From cybersecurity protocols and password managers to phishing scams, cognitive decline, and the importance of estate planning, this conversation dives deep into how Goodwin Investment Advisory protects what matters most: you and your financial future.

We talk about:

• How we secure your information behind the scenes
  
  
  
• What we do to proactively protect clients experiencing cognitive decline
  
  
  
• Red flags for fraud and how to stay vigilant
  
  
  
• Tips you can implement today to better protect your own data
  
  
  
• Why sharing your estate documents with us makes a big difference
  
  
  

It’s not the flashiest topic—but it may be one of the most important.

Want to learn more?
 Read our blog for a deeper dive into how we protect your data:
 https://www.goodwininvestment.com/how-we-protect-our-clients-data

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For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Canton, GA . Our CFP® professionals can provide  advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here. 

Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.