25 episodes
The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement Jim Kruzan
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5.0 • 1 Rating
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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.
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Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)
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 Read More
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10 IRA Mistakes to Avoid (Ep. 23)
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
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Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)
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 More
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The Intricate World of Long-Term Care and Caregiving — Part II with Becky Eizen (Ep. 21)
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
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Do Our Loved Ones Need Extra Support? The Value of Family Connection — Part I with Becky Eizen (Ep. 20)
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
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Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)
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
Customer Reviews
Great Info; Easy to Implement for a Bigger Future
Jim has a unique approach to retirement planning that helps individuals visualize and realize their retirement desires. The approach taken in this podcast is a reminder that retirement planning is not limited to only the wealthy.
Listen and subscribe for great ideas that will help you live the life you desire!