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

Jim Kruzan
  • 5.0 (1)
  • INVESTING
  • UPDATED SEMIMONTHLY
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 the 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.

  1. 3 DAYS AGO

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

    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 … Read More Read More

    32 min

  2. NOV 20

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

    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 … Read More Read More

    55 min

  3. OCT 9

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

    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 … Read More Read More

    33 min

  4. SEP 19

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

    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 … Read More Read More

    27 min

  5. AUG 21

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

    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 … Read More Read More

    53 min

  6. JUL 17

    Top 6 Investment Mistakes To Avoid (Ep. 27)

    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 … Read More Read More

    40 min

  7. JUN 25

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

    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 … Read More Read More

    45 min

  8. JUN 5

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

    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 … Read More Read More

    36 min
See All (33)

Ratings & Reviews

About

Wealth management is not just for the wealthy. Everyone is entitled to the 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.

Information

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada