Month: April 2025

Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)

Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)

How can artificial intelligence threaten your retirement savings? 

In this episode, Jim Kruzan, CFP®, CRPC®, welcomes former FBI Special Agent Jeff Lanza, an expert in cybercrime and fraud prevention, to discuss how AI-driven scams could affect your financial security. 

Jeff shares eye-opening insights on various AI-driven scams, including phishing emails, romance scams, and the rise of deep fakes. They discuss how these scams exploit seniors and take advantage of technological naivety. 

Learn valuable tips on how to safeguard yourself and your loved ones as this episode highlights:

  • (00:03:38) AI-driven phishing scams and targeting retirees
  • (00:05:43) Real-world examples of convincing scam techniques
  • (00:07:32) The persistence and psychology behind romance scams
  • (00:17:17) The exponential growth of AI technology in scam strategies
  • (00:19:46) Understanding deep fakes and their role in deception
  • (00:25:42) The chilling reality of fake personas infiltrating companies

Resources:

Connect with Jim Kruzan CFP®: 

Connect with Jeff Lanza:

About  Jeff Lanza: 

Jeff Lanza has been described as the “# 1 FBI Agent Keynote Speaker” and “A Phenomenal Presenter.” He was an FBI agent for over 20 years and is a cybersecurity and identity theft expert. Jeff 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.

Jeff was an FBI Special Agent for over 20 years. He investigated cybercrime, fraud, organized crime, human trafficking, and terrorism. 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 at Harvard University. He is a 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.