In the first three episodes, we introduced the idea of a bigger, bolder retirement, which involves “supersizing” your retirement — more assets, more opportunities, and more enjoyment.

Now, it is time to lift the hood and understand the mechanics of a bigger, bolder retirement!

In this episode, Jim Kruzan, CFP®, CRPC®, explains how to improve your retirement income and generate better cash flow using the Bigger, Bolder Retirement Formula.

Jim discusses: 

• Strategies to improve your pension, Social Security, and investment income
  
• How to harvest your accumulated wealth in a tax-efficient manner
  
• A brief overview of effective investment management, advanced planning, and relationship management
  
• And more
  

Resources:

• Bigger Bolder Retirement Formula
  
• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
  
• 7 Common Retirement Planning Mistakes (And How To Avoid Them)
  
• Get Started Designing Your Bigger, Bolder Retirement
  
• The Retirement Engineer: What It Means to Have a Bigger, Bolder Retirement (Ep. 2)
  

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.