A critical piece of the Bigger Bolder Retirement Formula is advanced planning.

Advanced planning includes wealth enhancement, wealth transfer, wealth protection, and charitable giving.

In part two of our mini-series, Jim Kruzan, CFP®, CRPC®, explains ways to enhance your wealth outside of investment management and transfer it to your loved ones in a tax-efficient manner.

Jim discusses: 

• How to effectively mitigate your taxes over your lifetime (and not just in the near future!)
  
• How to use cash flow planning to meet your needs at different stages of retirement
  
• Key wealth transfer issues (and how to deal with them)
  
• The meaning of “asset titlement” and how it helps improve wealth transfer
  
• 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: Mechanics of a Bigger, Bolder Retirement (Ep. 4)
  
• Breaking Down the Bigger Bolder Retirement Formula, Part 1: Investment Management (Ep. 5)
  

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.