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

  • By: Jim Kruzan
  • Podcast

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

By: Jim Kruzan
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  • Summary

  • 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.
    Copyright © The Retirement Engineer with Jim Kruzan
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Economics Personal Finance
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Episodes
  • The Balancing Act of College Savings Versus Retirement Savings with Darren Brennan (Ep. 30)

    The Balancing Act of College Savings Versus Retirement Savings with Darren Brennan (Ep. 30)
    Oct 9 2024
    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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    33 mins
  • The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

    The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)
    Sep 19 2024
    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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    27 mins
  • Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

    Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)
    Aug 21 2024
    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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    53 mins

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