You deserve the retirement you’ve worked hard for, sacrificing your time and money.

With small changes over time, it may be possible to significantly improve your retirement experience and achieve a bigger, bolder retirement!

In this episode, Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, talks about the idea of “supersizing” your retirement — more assets, more opportunities, and more enjoyment.

Jim discusses:

• How a McDonald’s drive-through experience sparked the idea of a “bigger, bolder retirement”
  
• The massive impact of small financial decisions that might seem insignificant in the moment
  
• How bigger, bolder retirement integrates into financial and investment planning
  
• Why anyone can achieve a bigger, bolder retirement (including those already retired!)
  
• And more
  

Resources:

• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
  
• 7 Common Retirement Planning Mistakes (And How To Avoid Them)
  

Connect with Jim Kruzan: 

• (800) 638-6900
  
• Kaydan Wealth Management
  
• LinkedIn: Jim Kruzan
  
• LinkedIn: Kaydan Wealth Management
  
• Facebook: Kaydan Wealth Management
  
• Instagram: Kaydan Wealth Management
  
• YouTube: Kaydan Wealth Management
  
• Twitter: Kaydan Wealth Management
  

About Your Host:

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.