{"id":37745,"date":"2024-10-29T11:00:42","date_gmt":"2024-10-29T15:00:42","guid":{"rendered":"https:\/\/www.afcpe.org\/?p=37745"},"modified":"2024-10-25T13:06:32","modified_gmt":"2024-10-25T17:06:32","slug":"real-money-real-experts-robert-mascio-lori-schock","status":"publish","type":"post","link":"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/","title":{"rendered":"Real Money, Real Experts: Robert Mascio &#038; Lori Schock"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"37745\" class=\"elementor elementor-37745\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-top-section elementor-element elementor-element-5a666f42 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"64641\" data-id=\"5a666f42\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7c0cb10b\" data-eae-slider=\"15891\" data-id=\"7c0cb10b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4f0b6faf elementor-widget elementor-widget-text-editor\" data-id=\"4f0b6faf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 style=\"text-align: center;\"><strong><span style=\"color: #002e5d;\">Episode 113:<\/span> <\/strong><\/h2><h2 style=\"text-align: center;\"><span style=\"color: #1561ae;\">Behind the Schemes: Unmasking Financial Fraud with Robert Mascio and Lori Schock<\/span><\/h2><p style=\"text-align: center;\"><a href=\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2024\/10\/main_content.mp3-24.pdf\">Download the transcript<\/a> or <a href=\"https:\/\/youtu.be\/l2yb7K90y-Q\">watch on Youtube!<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-top-section elementor-element elementor-element-7ab78d2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"2551\" data-id=\"7ab78d2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-55adeec\" data-eae-slider=\"44615\" data-id=\"55adeec\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-48f0104 elementor-widget elementor-widget-shortcode\" data-id=\"48f0104\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><div id=\"buzzsprout-player-15938462\"><\/div><script src=\"https:\/\/www.buzzsprout.com\/1090013\/episodes\/15938462-behind-the-schemes-unmasking-financial-fraud-with-robert-mascio-and-lori-schock.js?container_id=buzzsprout-player-15938462&player=small\" type=\"text\/javascript\" charset=\"utf-8\"><\/script><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-top-section elementor-element elementor-element-15df601 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"19190\" data-id=\"15df601\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-45a23b7\" data-eae-slider=\"29161\" data-id=\"45a23b7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-765a884 elementor-widget elementor-widget-text-editor\" data-id=\"765a884\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>On this episode of\u00a0<em>Real Money, Real Experts<\/em>, 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\u2019s symposium, Lori Schock, Director of the SEC\u2019s Office of Investor Education and Advocacy, and Robert Mascio, Director of Investor Education Outreach at FINRA, share compelling stories of today\u2019s most sophisticated scams such as AI-driven impersonation schemes. Lori and Robert explain how fraudsters exploit trust and emotion, and why it&#8217;s crucial to have open conversations about these tactics. By discussing fraud openly, we can empower victims, protect ourselves, and make more informed decisions.\u00a0<\/p><p>Don\u2019t miss this insightful preview into the strategies you can use to safeguard against these evolving threats.\u00a0<\/p><p><b>Show Notes:<br \/><\/b>02:50 What is the SEC?\u00a0<br \/>04:08 What is FINRA?\u00a0<br \/>05:56 Lori&#8217;s career path to the SEC<br \/>08:59 Robert&#8217;s career path to FINRA<br \/>11:30 How the financial fraud landscape has changed\u00a0<br \/>12:30 The rise of technology has impacted the financial fraud landscape\u00a0<br \/>16:26 How to spot an impersonation scam<br \/>18:11 Resources to protect yourself against financial scams<br \/>20:02 Why conversations are vital to break the guilt &amp; shame victims experience<br \/>22:36 Lori&#8217;s 2 cents<br \/>24:51 Robert&#8217;s 2 cents<\/p><p><b>Show Note Links:<\/b><br \/><a href=\"https:\/\/www.sec.gov\/\">SEC Website<\/a><br \/><a href=\"https:\/\/www.investor.gov\/\">Investor.gov\u00a0<\/a><br \/><a href=\"https:\/\/brokercheck.finra.org\/\">FINRA&#8217;s BrokerCheck<\/a><br \/><a href=\"https:\/\/www.finra.org\/contact-finra\">FINRA\u2019s Website<\/a><br \/><a href=\"https:\/\/adviserinfo.sec.gov\/\">Investment Adviser Public Disclosure website<\/a><br \/><a href=\"https:\/\/www.sec.gov\/newsroom\/social-media\">Help for Seniors Website<\/a><br \/>Help for Seniors phoneline: 844-574-3577<br \/>Investor.gov phoneline: 1-800-732-0330<br \/><a href=\"https:\/\/www.linkedin.com\/in\/robert-mascio-932035139\/\">Robert Mascio&#8217;s Linkedin<\/a><\/p><p>Want to get involved with AFCPE\u00ae?<br \/>Here are a few places to start:<\/p><ul><li><a href=\"https:\/\/www.afcpe.org\/membership\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"5d7a72d2d3708ff60b15b280\">Become a Member<\/a><\/li><li><a href=\"https:\/\/www.afcpe.org\/education\/\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"5d7a72d2d3708ff60b15b280\">Sign up for an Essentials Course<\/a><\/li><li><a href=\"https:\/\/www.afcpe.org\/certification\/afc\/\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"5d7a72d2d3708ff60b15b280\"> Get AFC Certified today!<\/a><\/li><\/ul><p>Want to support the podcast? We love partnering with organizations that share our mission and values. <a href=\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2022\/10\/Podcast-Media-Kit-2.pdf\" data-feathr-click-track=\"true\" data-feathr-link-aids=\"5d7a72d2d3708ff60b15b280\">Download our media kit.\u00a0<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-top-section elementor-element elementor-element-939b31f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"75095\" data-id=\"939b31f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3dbbc8b\" data-eae-slider=\"93282\" data-id=\"3dbbc8b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-inner-section elementor-element elementor-element-f2f9b2f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"459\" data-id=\"f2f9b2f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-c30c659\" data-eae-slider=\"6144\" data-id=\"c30c659\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b929831 elementor-widget elementor-widget-text-editor\" data-id=\"b929831\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><b><img decoding=\"async\" class=\" wp-image-9362 alignleft\" src=\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2019\/12\/AFCPE-Star-Mark-Yellow-e1575567083714-261x300.png\" alt=\"\" width=\"80\" height=\"91\" srcset=\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2019\/12\/AFCPE-Star-Mark-Yellow-e1575567083714-261x300.png 261w, https:\/\/www.afcpe.org\/wp-content\/uploads\/2019\/12\/AFCPE-Star-Mark-Yellow-e1575567083714.png 506w\" sizes=\"(max-width: 80px) 100vw, 80px\" \/><span style=\"color: #002e5d;\">Want to get involved with AFCPE\u00ae?<\/span><br \/><\/b><span style=\"color: #002e5d;\">Here are a few places to start: Become a\u00a0<a style=\"color: #002e5d;\" href=\"https:\/\/bit.ly\/3WjHkLZ\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #1561ae;\"><strong>Member<\/strong><\/span>,<\/a>\u00a0Sign up for an\u00a0<strong><span style=\"color: #1561ae;\"><a style=\"color: #1561ae;\" href=\"http:\/\/bit.ly\/3QOltuN\" target=\"_blank\" rel=\"noopener\">Essentials Course<\/a>,<\/span><\/strong> or\u00a0<span style=\"color: #1561ae;\"><strong><a style=\"color: #1561ae;\" href=\"http:\/\/bit.ly\/3wtDCVD\" target=\"_blank\" rel=\"noopener\">Get AFC Certified<\/a>\u00a0today!<\/strong><\/span><\/span><\/p><p><span style=\"color: #002e5d;\"><b>Want to support the podcast?\u00a0<\/b>We love partnering with organizations that share our mission and values.\u00a0<span style=\"color: #1561ae;\"><strong><a style=\"color: #1561ae;\" href=\"http:\/\/bit.ly\/3YgbIIw\" target=\"_blank\" rel=\"noopener\">Download our media kit.<\/a><\/strong><\/span><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Episode 113: Behind the Schemes: Unmasking Financial Fraud with Robert Mascio and Lori Schock Download the transcript or watch on Youtube! On this episode of\u00a0Real 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 [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":37746,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_cbd_carousel_blocks":"[]","_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1],"tags":[149],"class_list":["post-37745","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-podcast"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Real Money, Real Experts: Robert Schock &amp; Lori Schock<\/title>\n<meta name=\"description\" content=\"In this revealing episode of\u00a0Real Money, Real Experts, Robert Mascio and Lori Schock go behind the schemes and unmask financial fraud.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Real Money, Real Experts: Robert Schock &amp; Lori Schock\" \/>\n<meta property=\"og:description\" content=\"In this revealing episode of\u00a0Real Money, Real Experts, Robert Mascio and Lori Schock go behind the schemes and unmask financial fraud.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/\" \/>\n<meta property=\"og:site_name\" content=\"AFCPE\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-29T15:00:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2024\/10\/blank-duplicate-me-4.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1080\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Amanda Paolicelli\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amanda Paolicelli\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/\",\"url\":\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/\",\"name\":\"Real Money, Real Experts: Robert Schock & Lori Schock\",\"isPartOf\":{\"@id\":\"https:\/\/www.afcpe.org\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2024\/10\/blank-duplicate-me-4.jpg\",\"datePublished\":\"2024-10-29T15:00:42+00:00\",\"author\":{\"@id\":\"https:\/\/www.afcpe.org\/#\/schema\/person\/3c3db1ad318a31a18903f2e368e0af5d\"},\"description\":\"In this revealing episode of\u00a0Real Money, Real Experts, Robert Mascio and Lori Schock go behind the schemes and unmask financial fraud.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/#primaryimage\",\"url\":\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2024\/10\/blank-duplicate-me-4.jpg\",\"contentUrl\":\"https:\/\/www.afcpe.org\/wp-content\/uploads\/2024\/10\/blank-duplicate-me-4.jpg\",\"width\":1080,\"height\":1080},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/real-money-real-experts-robert-mascio-lori-schock\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.afcpe.org\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Real Money, Real Experts: Robert Mascio &#038; 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