The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement


Latest Episodes

The Intricate World of Long-Term Care and Caregiving — Part II with Becky Eizen (Ep. 21)
March 06, 2024

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)
February 21, 2024

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,

Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)
December 05, 2023

Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees. In this episode, Jim Kruzan, CFP, CRPC, uncovers multipl

Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)
November 21, 2023

Are you passionate about making a difference? In light of Giving Tuesday and our 10th annual One Warm Coat Drive, we are taking a break from financial topics to discuss how to create a positive impact

Milestone Moments: Navigating 7 Key Ages in Retirement Planning (Ep. 17)
November 07, 2023

Between 50 and 72, there are significant birthdays that can impact your retirement finances. These age-based milestones can help you grow your retirement nest egg, avoid financial penalties, withdraw

Medicare 101: The Ultimate Guide (Ep. 16)
October 24, 2023

Imagine a retirement where youre free from the fear of rising, and sometimes unexpected, medical bills. In a world of ever-rising healthcare costs, a solid understanding of Medicare is a necessity! I

Getting Your Retirement Back On Track (Ep. 15)
October 10, 2023

Picture this: Youve crafted the perfect retirement plan. Youve dreamt about it, and its finally here. But then, life throws you a curveball. Suddenly, your well-laid path takes an unexpected detour

Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)
September 19, 2023

When should I start taking Social Security? Can I claim spousal benefits? If yes, how much? How will my Social Security income be taxed? These are some of the questions that many retirees (and s

7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)
September 05, 2023

Do you know what makes or breaks your retirement? The assumptions and financial choices that might seem trivial at first, but have a significant impact later down the road! In this episode, Jim Kruzan

How Much Money Do You Need To Retire? (Ep. 12)
August 22, 2023

How can you save for retirement if you dont know how much money youll need? Its time to calculate your financial finish line so you dont run out of money during retirement! In this episode, Jim Kr