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
  • Top 6 Investment Mistakes To Avoid (Ep. 27)

    Top 6 Investment Mistakes To Avoid (Ep. 27)
    Jul 17 2024
    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 …

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

    The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)
    Jun 25 2024
    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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    45 mins
  • Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)

    Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)
    Jun 5 2024
    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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    36 mins
  • Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)

    Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)
    May 8 2024
    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 …

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    35 mins
  • 10 IRA Mistakes to Avoid (Ep. 23)

    10 IRA Mistakes to Avoid (Ep. 23)
    Apr 24 2024
    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 …

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    52 mins