Month: March 2024
Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)

Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)

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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:

Connect with Jeff Lanza:

Connect with Jim Kruzan: 

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.

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The Intricate World of Long-Term Care and Caregiving — Part II with Becky Eizen (Ep. 21)

The Intricate World of Long-Term Care and Caregiving — Part II with Becky Eizen (Ep. 21)

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Caring for an aging loved one is by no means an easy feat.

Whether it is you, another family member, or an industry professional who is the one taking the wheel, we want to ensure they receive the care they deserve. 

In this episode, Jim Kruzan, CFP®, CRPC®, dives deep into the heart of family caregiving with returning guest Becky Eizen from Eizen Consulting Group, LLC. Together, they tackle the intricate world of long-term care, sharing personal experiences and helpful advice along the way. 

Becky also guides us through the maze of deciding on the best care options, understanding its financial implications, and navigating the emotional journey of caregiving. 

Jim and Becky discuss: 

  • How long-term care differs from Medicare
  • Important details and caveats to look out for while selecting long-term care insurance
  • Long-term care options and the financial obligations associated with each
  • Emotional challenges of balancing caregiving and career
  • The importance of having clear end-of-life directives in place
  • And more!

Resources:

Connect with Jim Kruzan: 

Connect with Becky Eizen:

About our Guest:

Becky Eizen received a Bachelor of Arts in Sociology from Louisiana State University in Baton Rouge and her Master’s in Business Administration (MBA) with an emphasis in Marketing from Georgia State University in Atlanta.

Becky has always had a passion for helping others. She began her career in the field of geriatrics over 20 years ago. She developed and implemented a program for older adults seeking to house people and assist them so that they can remain in their homes as independently as possible.

As a Geriatric Care Manager, Becky has worked closely with clients and their families to make the best decisions possible. She understands the importance of geriatric care management and knows that it can truly have a positive impact on a person’s quality of life. She is also keenly aware of the stress that caring for older adults can have on a family. 

Becky is a Certified Senior Advisor (CSA), a Certified Dementia Practitioner (CDP), and a Certified Alzheimer’s and Dementia Disease Trainer (CADDCT). She is passionate about caring for the aging population and their families and speaks frequently to groups about the aging process. 

In 2020, she established Eizen Consulting Group, LLC,  to continue to serve clients and families as they navigate the aging process. She also became a Board-Certified Patient Advocate (BCPA) in May 2021.

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