In just one careless click, your savings, identity, and financial future could disappear.

Former FBI agent Jeff Lanza knows this better than anyone, with over 20 years of experience hunting down cybercriminals. This week on The View From The Inside, Jeff joins host Kevin Richardson to reveal critical steps you can take to defend yourself from today’s digital threats. 

From fraud schemes to identity theft, Jeff breaks down the most common tactics used by hackers — and the exact strategies you need to protect your financial life.

Tune in and learn how to secure everything from your wire transfers to your social media accounts, ensuring your money and personal data stay safe. Whether you’re a financial professional or simply someone who wants to protect your hard-earned assets, Jeff’s insights could make all the difference! 

Key Highlights:

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• The dangers of credential stuffing: Why using the same password across accounts makes you vulnerable and how simple passphrases can protect you
  
• Safeguard your financial transactions: Learn the importance of verifying wire transfers and the benefits of secure platforms like DocuSign
  
• Switch to e-delivery: Discover why electronic statements offer greater security than traditional paper mail and how to avoid mail theft
  
• Maximize your security with two-factor authentication (2FA): How this simple step can dramatically reduce the risk of a breach across financial, email, and social media accounts
  
• Protect your personal information on social media: Tips for limiting exposure and preventing criminals from using your online life against you
  
• Freeze your credit: Prevent unauthorized accounts and identity theft by freezing your credit reports with all four major agencies
  
• Secure your Social Security account: Why setting up your account before age 62 can prevent fraudulent benefit claims
  
• Create a safe home network: Segregate your Wi-Fi for family members to protect your critical devices from malware and online threats
  
• And much more!
  

Connect with Kevin Richardson: 

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• Tactical Wealth Management
  
• LinkedIn: Kevin Richardson
  
• Email: krichardson@tacwealth.com
  
• Phone: (831) 717-1144
  

Connect with Jeff Lanza: 

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• LinkedIn: Jeff Lanza 
  
• The Lanza Group
  

About Our Guest: 

Jeff Lanza is a former FBI agent specializing in white-collar crime and cybercrime. Over his two-decade career, he has developed deep expertise in safeguarding individuals and organizations from the rising tide of cyber threats. Today, he is a speaker and consultant, helping businesses and individuals protect their most valuable asset — information.

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Kevin M. Richardson is a registered representative with securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Jeff Lanza is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.