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

Maximizing Your 529: The Power of Tax-Free Education Savings (Ep. 11)
August 08, 2023

Did you know that the average cost of college in the United States is a staggering $35,551 per student per year, including books, supplies, and daily living expenses? Thats a hefty price tag that ca

Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)
July 18, 2023

Have you ever heard about the Health Savings Account (HSA) used in retirement planning? Simply put, if a 401(k) and a Roth IRA were to produce an offspring, it would be the HSA because of its unique

Is Wealth Management Only for the Wealthy? (Ep. 9)
July 04, 2023

How much money do you need to have access to wealth management? In a world where wealth seems synonymous with exclusivity, its time to shatter the misconception that wealth management is reserved for

Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)
June 20, 2023

Many people overlook relationship management in retirement planning, but it plays a crucial role in our Bigger Bolder Retirement Formula. In fact, we see it as the glue that holds the entire retiremen

Breaking Down the Bigger Bolder Retirement Formula, Part 3: Wealth Protection and Charitable Giving (Ep. 7)
June 06, 2023

In our previous episode, we talked about two key components of advanced planning, which is a crucial part of the Bigger Bolder Retirement Formula. Now, its time to dive into wealth protection and cha

Breaking Down the Bigger Bolder Retirement Formula, Part 2: Wealth Enhancement and Transfer (Ep. 6)
May 23, 2023

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

Breaking Down the Bigger Bolder Retirement Formula, Part 1: Investment Management (Ep. 5)
May 09, 2023

A Bigger, Bolder Retirement is the sum of investment management, advanced planning, and relationship management. (We call it the Bigger Bolder Retirement Formula!) In part one of our three-part series

Mechanics of a Bigger, Bolder Retirement (Ep. 4)
April 25, 2023

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

Retirement Planning for the Mobility Technology Industry (Ep. 3)
April 11, 2023

At Kaydan Wealth Management, we specialize in providing advice and services to the mobility technology industry. But how is retirement planning different for this niche? Find out in this episode, as J

What It Means to Have a Bigger, Bolder Retirement (Ep. 2)
April 11, 2023

You deserve the retirement youve 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 b