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

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

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 …

Read More Re...

Mark as Played
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 …

Read More Read More...

Mark as Played
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 …

Read More Read Mor...

Mark as Played
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 …

Read More Read More

Mark as Played
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 …

Read More Read More

Mark as Played
 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 …

Read More Read More

Mark as Played
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 …

Read More Read More

Mark as Played
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 …

Read More Read more

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 …

Read More Read More

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 …

Read More Read Mo...

Mark as Played
“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 …

Read More Read More

Mark as Played
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 …

Read More Read More

Mark as Played
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 …

Read More Read More

Mark as Played
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 …

Read More Read More

Mark as Played
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®, …

Read More Read More

Mark as Played
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 …

Read More Read More

Mark as Played
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 …

Read More

In our previous episode, we talked about two key components of advanced planning, which is a crucial part of the Bigger Bolder Retirement Formula. Now, it’s time to dive into wealth protection and charitable giving! In part three of our mini-series, Jim Kruzan, CFP®, CRPC®, explains how to preserve your hard-earned wealth through a host …

Read More Read More

Mark as Played
A critical piece of the Bigger Bolder Retirement Formula is advanced planning. Advanced planning includes wealth enhancement, wealth transfer, wealth protection, and charitable giving. In part two of our mini-series, Jim Kruzan, CFP®, CRPC®, explains ways to enhance your wealth outside of investment management and transfer it to your loved ones in a tax-efficient manner. …

Read More Read more

A Bigger, Bolder Retirement is the sum of investment management, advanced planning, and relationship management. (We call it the Bigger Bolder Retirement Formula!) In part one of our three-part series, Jim Kruzan, CFP®, CRPC®, dives into the investment management aspect of the Bigger Bolder Retirement Formula and explains how capital growth and preservation can lead …

Read More...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Nikki Glaser Podcast

    Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

    White Devil

    Shootings are not unusual in Belize. Shootings of cops are. When a wealthy woman – part of one of the most powerful families in Belize – is found on a pier late at night, next to a body, it becomes the country’s biggest news story in a generation. New episodes every Monday!

    Start Here

    A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.