The threat of cybercrime and identity theft looms larger than ever, posing a significant risk to individuals’ financial security, especially as they approach retirement.

This week, Jim Kruzan, CFP®, CRPC®, welcomes Jeff Lanza, a retired FBI agent with a wealth of experience in cyber security. Together, they dive into the critical and ever-evolving topic of cybercrime, which has become increasingly significant in our digital world. Jeff shares stories and guides us through identifying cyber threats, advises us on steps to take if we’re targeted by cybercriminals, and provides essential tips for protecting ourselves against cybercrime in our daily lives.

Whether you’re concerned about your digital security or looking to fortify your retirement savings against cyber threats, this is an episode you won’t want to miss.

Jim and Jeff discuss: 

• The difference between cybercrime and identity theft
  
• Types of cybercrime and common scams
  
• How to improve your cybersecurity (bank accounts, social media, personal devices, etc.)
  
• Advanced frauds fueled by AI and social engineering
  
• Challenges faced by law enforcement in tackling cybercrime
  
• And more!
  

Resources:

• Federal Trade Commission 
  
• Department of Homeland Security 
  
• IRS 
  
• Books by Jeff Lanza
  
• Identity Theft and Cybercrime Handout
  

Connect with Jeff Lanza:

• LinkedIn: Jeff Lanza
  
• The Lanza Group 
  
• jefflanza@thelanzagroup.com 
  

Connect with Jim Kruzan: 

• (800) 638-6900
  
• Kaydan Wealth Management
  
• LinkedIn: Jim Kruzan
  
• LinkedIn: Kaydan Wealth Management
  
• Facebook: Kaydan Wealth Management
  
• Instagram: Kaydan Wealth Management
  
• YouTube: Kaydan Wealth Management
  
• Twitter: Kaydan Wealth Management
  

About Our Guest: 

Jeff Lanza was an FBI agent for over 20 years and is a cyber security and identity theft expert. He investigated cybercrime, fraud, organized crime, human trafficking, and terrorism.

Jeff is now described as the “# 1 FBI Agent Keynote Speaker” and has provided hundreds of presentations to financial advisors and their clients on cyber security and identity theft prevention. They have been a great hit with clients! His presentation on body language is similarly a hit with financial advisors and others.

He appears regularly on CNBC’s Closing Bell and Power Lunch, the Fox News Channel, and has appeared on Larry King Live, the Today Show, and Good Morning America. He has lectured at Princeton University and Harvard University. He is the published author of two critically acclaimed books, and he consulted for Oscar-winning movie director Ang Lee. Jeff has presented around the globe and in 49 U.S. States.