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

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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Milestone Moments: Navigating 7 Key Ages in Retirement Planning (Ep. 17)

November 7, 2023 • 37 mins

Between 50 and 72, there are significant birthdays that can impact your retirement finances. These age-based milestones can help you grow your retirement nest egg, avoid financial penalties, withdraw your retirement funds early, and more! In this episode, Jim Kruzan, CFP®, CRPC®, highlights seven legislative birthdays that every retiree or soon-to-be retiree should circle on …

Medicare 101: The Ultimate Guide (Ep. 16)

October 24, 2023 • 41 mins

Imagine a retirement where you’re free from the fear of rising, and sometimes unexpected, medical bills. In a world of ever-rising healthcare costs, a solid understanding of Medicare is a necessity! In this episode, Jim Kruzan, CFP®, CRPC®, unravels the intricacies of Medicare and paves the path for a more simplified Medicare experience. Whether you’re …

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Getting Your Retirement Back On Track (Ep. 15)

October 10, 2023 • 31 mins

Picture this: You’ve crafted the perfect retirement plan. You’ve dreamt about it, and it’s finally here. But then, life throws you a curveball. Suddenly, your well-laid path takes an unexpected detour! Even the most carefully crafted plans must adapt to changing circumstances. In this episode, Jim Kruzan, CFP®, CRPC®, shares practical strategies to get your …

Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)

September 19, 2023 • 46 mins

“When should I start taking Social Security?” “Can I claim spousal benefits? If yes, how much?” “How will my Social Security income be taxed?” These are some of the questions that many retirees (and soon-to-be retirees) struggle with! In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, explains the top five Social Security filing mistakes to …

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7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)

September 5, 2023 • 39 mins

Do you know what makes or breaks your retirement? The assumptions and financial choices that might seem trivial at first, but have a significant impact later down the road! In this episode, Jim Kruzan, CFP®, CRPC®, highlights 7 common retirement planning mistakes, drawing on decades of experience as a financial advisor. He also shares actionable …

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How Much Money Do You Need To Retire? (Ep. 12)

August 22, 2023 • 37 mins

How can you save for retirement if you don’t know how much money you’ll need? It’s time to calculate your financial finish line so you don’t run out of money during retirement! In this episode, Jim Kruzan, CFP®, CRPC®, shares easy-to-follow methods and rules of thumb to estimate your retirement expenses and income — and …

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Maximizing Your 529: The Power of Tax-Free Education Savings (Ep. 11)

August 8, 2023 • 43 mins

Did you know that the average cost of college in the United States is a staggering $35,551 per student per year, including books, supplies, and daily living expenses? That’s a hefty price tag that can leave many parents and students feeling overwhelmed. In this episode, Jim Kruzan, CFP®, CRPC®, explores the world of 529 plans …

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Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)

July 18, 2023 • 27 mins

Have you ever heard about the Health Savings Account (HSA) used in retirement planning? Simply put, if a 401(k) and a Roth IRA were to produce an offspring, it would be the HSA — because of its unique tax advantages that gives you the best of both accounts! In this insightful episode, Jim Kruzan, CFP®, …

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Is Wealth Management Only for the Wealthy? (Ep. 9)

July 4, 2023 • 33 mins

How much money do you need to have access to wealth management? In a world where wealth seems synonymous with exclusivity, it’s time to shatter the misconception that wealth management is reserved for the affluent few! In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, empowers individuals at every stage of life to make informed decisions …

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Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)

June 20, 2023 • 36 mins

Many people overlook relationship management in retirement planning, but it plays a crucial role in our Bigger Bolder Retirement Formula. In fact, we see it as the glue that holds the entire retirement planning process together! As we wrap up our thought-provoking mini-series, Jim Kruzan, CFP®, CRPC®, highlights the profound impact of nurturing meaningful connections …

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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;}Top 6 Investment Mistakes To Avoid (Ep. 27)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}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)

Milestone Moments: Navigating 7 Key Ages in Retirement Planning (Ep. 17)

Medicare 101: The Ultimate Guide (Ep. 16)

Getting Your Retirement Back On Track (Ep. 15)

Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)

7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)

How Much Money Do You Need To Retire? (Ep. 12)

Maximizing Your 529: The Power of Tax-Free Education Savings (Ep. 11)

Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)

Is Wealth Management Only for the Wealthy? (Ep. 9)

Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)

Popular Podcasts

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)