How does your savings strategy impact your financial future, particularly with tax season looming and new contribution limits set for 2025? Jim KruzanCFP, CRPC and guest Dylan Stewart, a Certified F

Starting the year with financial resolutions is common, but making them stick is the real challenge. How can you ensure your goals turn into lasting habits? In this episode, Jim Kruzan, CFP, CRPC,

Its time to reflect on the invaluable insights from the very best episodes throughout the year, featuring top experts who simplify financial complexities and share actionable strategies. Join Jim Kru

How have markets historically reacted to a change in U.S. presidency, and what can you do to safeguard your future investments? With Donald Trumps return to the White House, understanding the marke

Divorce can be a financial earthquake, especially when it comes to retirement planning. The emotional toll is high, but the financial stakes are even highersplitting assets like 401(k)s, pensions, a

What if you could save for both your childs education and your retirement without feeling torn? Join us for this episode of The Retirement Engineer as Jim Kruzan, CFP, CRPC, Senior Wealth Adviso

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 e

Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond just having a solid financial plan? Retirement isnt just about financial stability its about designing a l

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 t

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 Inform