The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible. Welcome to The Retirement Engineer with Jim Kruzan – Your Path to a Bigger, Bolder Retirement, brought to you by Kaydan Wealth Management, a firm that specializes in serving the mobility technology industry. In this podcast, we help you maximize your resources and engineer your best retirement through a process-driven approach, so you can get the little things right. Drawing from years of expertise, Jim and his guests will simplify complex wealth management strategies and explore actionable ideas to help you protect your hard-earned wealth and take control of your future.

Episodes

How Tariffs Can Impact Your Investments and Retirement Plan (Ep. 37)

April 29, 2025 • 32 mins

What do tariffs mean for your retirement savings and investments? Is it still okay to retire right now? In this episode, Jim Kruzan, CFP®, CRPC®, tackles the often-overlooked world of tariffs and their unexpected impact on your financial future. Whether you’re decades away from retirement or just around the corner, understanding these global financial levers …

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

April 8, 2025 • 38 mins

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 …

Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35)

February 26, 2025 • 50 mins

How does your savings strategy impact your financial future, particularly with tax season looming and new contribution limits set for 2025? Jim KruzanCFP®, CRPC® and guest Dylan Stewart, a Certified Financial Planner™ and Certified Public Accountant, unravel the concept of tax-efficient waterfall funding—an approach crafted to maximize your savings efficiency while minimizing tax burdens. Together, …

Making Financial Resolutions Stick (Ep. 34)

February 12, 2025 • 23 mins

Starting the year with financial resolutions is common, but making them stick is the real challenge. How can you ensure your goals turn into lasting habits? In this episode, Jim Kruzan, CFP®, CRPC®, explores strategies to set realistic financial resolutions and sustain them. He provides actionable insights on how to turn resolutions into habits, prioritize …

The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)

December 24, 2024 • 27 mins

It’s time to reflect on the invaluable insights from the very best episodes throughout the year, featuring top experts who simplify financial complexities and share actionable strategies. Join Jim Kruzan as he delves into unforgettable conversations and key takeaways from guests like Becky Eisen on aging with dignity, Dr. Jacqueline B. James on life well-lived …

Strategies for Investors as Trump Begins His Second Term (Ep.32)

December 10, 2024 • 31 mins

How have markets historically reacted to a change in U.S. presidency, and what can you do to safeguard your future investments? With Donald Trump’s return to the White House, understanding the market dynamics and economic policies becomes critical—let’s delve into what this means for your financial strategy. As markets show mixed reactions to the news …

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Divorce & Its Impact on Retirement Planning with Julia Black (Ep. 31)

November 20, 2024 • 55 mins

Divorce can be a financial earthquake, especially when it comes to retirement planning. The emotional toll is high, but the financial stakes are even higher—splitting assets like 401(k)s, pensions, and real estate can leave your retirement plans hanging in the balance. With divorce rates continuing to climb, knowing how to navigate these turbulent waters is …

The Balancing Act of College Savings Versus Retirement Savings with Darren Brennan (Ep. 30)

October 9, 2024 • 33 mins

What if you could save for both your child’s education and your retirement — without feeling torn? Join us for this episode of The Retirement Engineer as Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, along with Darren Brennan, Wealth Manager and CFP®, break down the strategies you need to …

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The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

September 19, 2024 • 27 mins

Have you ever wished you could predict your tax bill before it arrives? Tax pro formas could help you do just that. Join Jim Kruzan, CFP®, CRPC®, and returning guest Dylan Stewart, CFP®, CPA, for an enlightening discussion about the often overlooked strategy of using tax pro formas in financial planning. Learn how to anticipate …

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Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

August 21, 2024 • 53 mins

Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond just having a solid financial plan? Retirement isn’t just about financial stability – it’s about designing a life that’s fulfilling and joyful. In this episode, Jim Kruzan, CFP®, CRPC®, sits down with Dr. Jacquelyn B. James, the Founding Director …

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Top 6 Investment Mistakes To Avoid (Ep. 27)

July 17, 2024 • 40 mins

Are you making common investment mistakes without even realizing it? They could end up costing you your dream retirement… Join Jim Kruzan CFP®, CRPC® as he jumps into the top six investment mistakes that could be sabotaging your financial future. Learn about the essential knowledge and understanding needed before making investment decisions, the consequences of …

The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

June 25, 2024 • 44 mins

Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day? Join Jim Kruzan CFP®, CRPC®, as he speaks with Jessica Rice, Business Information Security Lead at Raymond James, to dive into the intricacies of cybersecurity from a corporate perspective. With her expertise in liaising between …

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Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)

June 5, 2024 • 36 mins

Did you know that today, a couple aged 65 is expected to spend about $315,000 on healthcare costs throughout retirement? That is a lot of money! Have you taken the time to plan for these expenses? This week on The Retirement Engineer, Jim Kruzan is joined by Darren Brennan, Certified Financial Planner and Chartered Retirement …

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Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)

May 8, 2024 • 34 mins

Need clarity around required minimum distributions (RMDs) and their impact on your retirement cash flow? This week, Jim Kruzan, CFP®, CRPC®, is joined by Dylan Stewart, CFP®, CPA, Wealth Advisor at Kaydan Wealth Management, to unpack the intricacies of RMDs and their critical role in retirement planning. Learn about the mechanics, tax planning aspects, long-term …

10 IRA Mistakes to Avoid (Ep. 23)

April 24, 2024 • 51 mins

Are you making the most of your IRAs to secure a bigger, bolder retirement? In this installment of The Retirement Engineer, Jim Kruzan CFP®, CRPC® dives into the world of Individual Retirement Accounts (IRAs), uncovering the most common pitfalls that could derail your retirement savings. From the evolution of IRAs to innovative strategies for maximizing …

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

March 27, 2024 • 50 mins

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 …

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

March 6, 2024 • 37 mins

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 …

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Do Our Loved Ones Need Extra Support? The Value of Family Connection — Part I with Becky Eizen (Ep. 20)

February 21, 2024 • 35 mins

Are you or a loved one facing the realities of aging? This week on The Retirement Engineer, Jim Kruzan, CFP®, CRPC®, is joined by Becky Eizen, founder and CEO of the Eizen Consulting Group. Together, they navigate the often-overlooked aspects of elder care. They explore the critical role of geriatric care managers and how to …

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Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)

December 5, 2023 • 40 mins

Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees. In this episode, Jim Kruzan, CFP®, CRPC®, uncovers multiple strategies to weave charitable giving into your retirement and estate planning. Whether you want to maximize your tax benefits or leave a …

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Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)

November 21, 2023 • 32 mins

Are you passionate about making a difference? In light of Giving Tuesday and our 10th annual One Warm Coat Drive, we are taking a break from financial topics to discuss how to create a positive impact on people’s lives! In this heartwarming episode, Jim Kruzan, CFP®, CRPC®, is joined by Beth Amodio, president and CEO …

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The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}How Tariffs Can Impact Your Investments and Retirement Plan (Ep. 37)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Unmasking AI Scams with Former FBI Special Agent Jeff Lanza (Ep.36)

Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35)

Making Financial Resolutions Stick (Ep. 34)

The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)

Strategies for Investors as Trump Begins His Second Term (Ep.32)

Divorce & Its Impact on Retirement Planning with Julia Black (Ep. 31)

The Balancing Act of College Savings Versus Retirement Savings with Darren Brennan (Ep. 30)

The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

Top 6 Investment Mistakes To Avoid (Ep. 27)

The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)

Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)

10 IRA Mistakes to Avoid (Ep. 23)

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

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

Do Our Loved Ones Need Extra Support? The Value of Family Connection — Part I with Becky Eizen (Ep. 20)

Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)

Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)

Popular Podcasts

How Tariffs Can Impact Your Investments and Retirement Plan (Ep. 37)

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