The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement
Latest Episodes
The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)
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
Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)
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
Top 6 Investment Mistakes To Avoid (Ep. 27)
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
The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)
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
Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)
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? Th
Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)
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 Ka
10 IRA Mistakes to Avoid (Ep. 23)
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 Accoun
Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)
The threat of cybercrime and identity theft looms larger than ever, posing a significant risk to individuals financial security, especially as they approach retirement. This week, Jim Kruzan, CFP, C
The Intricate World of Long-Term Care and Caregiving — Part II with Becky Eizen (Ep. 21)
Caring for an aging loved one is by no means an easy feat. Whether it is you, another family member, or an industry professional who is the one taking the wheel, we want to ensure they receive the car
Do Our Loved Ones Need Extra Support? The Value of Family Connection — Part I with Becky Eizen (Ep. 20)
Are you or a loved one facing the realities of aging? This week on The Retirement Engineer, Jim Kruzan, CFP, CRPC, is joined by Becky Eizen, founder and CEO of the Eizen Consulting Group. Together,