Today marks the third time I've had the honor to welcome retired FBI Special Agent Jeff Lanza to our podcast.
In his 20-plus-year career, Jeff investigated cybercrime, fraud, organized crime, human trafficking, and terrorism. Jeff is now a regular on TV news, including CNBC, the Fox News Channel, "The Today Show," and "Good Morning America." He's the author of two books and has spoken around the globe and in 49 states, including lecturing at Princeton and Harvard Universities.
On this episode, Jeff offers several actionable steps that folks can take to secure their online info and steer clear of the latest scams.
Plus, I'm thrilled to announce that, for the first time since the pandemic, Jeff is once again teaming up with Keen Wealth Advisors for a live Cyber Security Conference on October 7th at the Overland Park Convention Center.
On today's show, we answer a request from a Keen on Retirement listener who's been reading Garrett B. Gunderson's popular book "Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity." You might have seen some of Gunderson's thoughts about alternative financial strategies passed around online, especially among folks who are skeptical about the markets and the government's role in economic policy. But while there's certainly no one way to create a financial plan, most investors who steer clear of "sacred cows" like investing in a diversified portfolio and funding their retirement accounts could be killing their chances of a secure retirement. Below are several of the points we discuss.
Folks who attended our 2023 Q3 Market Outlook Webinar heard a much more positive message about the economy than the one you might be hearing on social media and cable news. Matt Wilson, Chief Investment Officer and President at Keen Wealth, always follows the latest data towards a no-nonsense picture of where we are and where we could be heading. On today’s show, we discuss why we’re cautiously optimistic about the rest of the year and answer some follow-up questions from webinar attendees.